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American National Bank & Trust’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

American National Bank & Trust’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
2025
Q4 		– Sell
-79
Closed -$6.58K – 729
2025
Q3 		$6.58K Hold
79
– – ﹤0.01% 552
2025
Q2 		$6.21K Hold
79
– – ﹤0.01% 562
2025
Q1 		$6.06K Buy
+79
New +$6.13K ﹤0.01% 498

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

American National Bank & Trust's FTA Position: Q4 2025 in Review

American National Bank & Trust sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2025, closing a stake of 79 shares — an estimated $6.58K sold.

American National Bank & Trust first reported a position in FTA in Q1 2025 and held it in 3 quarters. The position peaked at $6.58K in Q3 2025. 207 funds tracked by Wall St. Rank hold FTA as of Q4 2025.

  • American National Bank & Trust reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • American National Bank & Trust sold 79 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2025, an estimated $6.58K.
  • American National Bank & Trust first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2025 and held it in 3 quarters.
  • American National Bank & Trust's First Trust Large Cap Value AlphaDEX Fund position peaked at $6.58K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2025.

Based on American National Bank & Trust's 13F filing for Q4 2025, filed 20 Jan 2026.