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AmeriFlex Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

AmeriFlex Group’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 		$9.51K Hold
103
– – ﹤0.01% 734
2025
Q4 		$8.87K Sell
103
-103
-50% -$8.68K ﹤0.01% 737
2025
Q3 		$17.2K Buy
+206
New +$16.8K 0.01% 670

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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 $94B AUM 20.14% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AmeriFlex Group's FTA Position: Q1 2026 in Review

AmeriFlex Group held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q1 2026 at 103 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

AmeriFlex Group first reported a position in FTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.2K in Q3 2025. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • AmeriFlex Group held 103 shares of First Trust Large Cap Value AlphaDEX Fund worth $9.51K as of Q1 2026.
  • AmeriFlex Group 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 AmeriFlex Group's portfolio in Q1 2026, its #734 holding.
  • AmeriFlex Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • AmeriFlex Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $17.2K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.