Advisornet Financial’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Advisornet Financial’s Portfolio FTA Stock Details FTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6K	Hold	177	–	–	﹤0.01%	1393
2025 Q4	$15.3K	Buy	177 +81	+84%	+$6.82K	﹤0.01%	1407
2025 Q3	$8K	Hold	96	–	–	﹤0.01%	1585
2025 Q2	$7.55K	Sell	96 -80	-45%	-$5.99K	﹤0.01%	1569
2025 Q1	$13.5K	Buy	176 +80	+83%	+$6.21K	﹤0.01%	1325
2024 Q4	$7.34K	Hold	96	–	–	﹤0.01%	1391
2024 Q3	$7.6K	Hold	96	–	–	﹤0.01%	1477
2024 Q2	$7.07K	Hold	96	–	–	﹤0.01%	1401
2024 Q1	$7.33K	Hold	96	–	–	﹤0.01%	1367
2023 Q4	$6.8K	Hold	96	–	–	﹤0.01%	1419
2023 Q3	$6.22K	Hold	96	–	–	﹤0.01%	1367
2023 Q2	$6.4K	Hold	96	–	–	﹤0.01%	1443
2023 Q1	$6.37K	Hold	96	–	–	﹤0.01%	1425
2022 Q4	$6.32K	Hold	96	–	–	﹤0.01%	1414
2022 Q3	$6K	Hold	96	–	–	﹤0.01%	1468
2022 Q2	$6K	Hold	96	–	–	﹤0.01%	1466
2022 Q1	$7K	Hold	96	–	–	﹤0.01%	1523
2021 Q4	$7K	Hold	96	–	–	﹤0.01%	1578
2021 Q3	$6K	Buy	+96	New	+$6.34K	﹤0.01%	1577

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisornet Financial's FTA Position: Q1 2026 in Review

Advisornet Financial held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q1 2026 at 177 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Advisornet Financial first reported a position in FTA in Q3 2021 and has held it in 19 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

Advisornet Financial held 177 shares of First Trust Large Cap Value AlphaDEX Fund worth $16.6K as of Q1 2026.
Advisornet Financial left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1393 holding.
Advisornet Financial first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2021 and has held it in 19 quarters since.
218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.