Ancora Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Ancora Advisors’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 Q2	$20K	Hold	207	–	–	﹤0.01%	1318
2026 Q1	$19.1K	Hold	207	–	–	﹤0.01%	1554
2025 Q4	$17.8K	Hold	207	–	–	﹤0.01%	1600
2025 Q3	$17.2K	Hold	207	–	–	﹤0.01%	1268
2025 Q2	$16.3K	Hold	207	–	–	﹤0.01%	1272
2025 Q1	$15.9K	Hold	207	–	–	﹤0.01%	1235
2024 Q4	$15.8K	Hold	207	–	–	﹤0.01%	1260
2024 Q3	$16.4K	Hold	207	–	–	﹤0.01%	1235
2024 Q2	$15.2K	Buy	+207	New	+$15.4K	﹤0.01%	1218
2020 Q1	–	Sell	-357	Closed	-$20K	–	1447
2019 Q4	$20K	Buy	+357	New	+$19.1K	﹤0.01%	1069
2018 Q4	–	Sell	-357	Closed	-$19K	–	827
2018 Q3	$19K	Buy	+357	New	+$19.3K	﹤0.01%	1080
2017 Q1	–	Sell	-357	Closed	-$17K	–	779
2016 Q4	$17K	Buy	+357	New	+$16K	﹤0.01%	969
2015 Q3	–	Sell	-4,787	Closed	-$203K	–	503
2015 Q2	$203K	Buy	+4,787	New	+$212K	0.02%	459
2015 Q1	–	Sell	-4,787	Closed	-$209K	–	449
2014 Q4	$209K	Sell	4,787 -893	-16%	-$38.1K	0.03%	442
2014 Q3	$241K	Buy	5,680 +911	+19%	+$39.5K	0.03%	399
2014 Q2	$208K	Buy	+4,769	New	+$201K	0.03%	427

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ancora Advisors's FTA Position: Q2 2026 in Review

Ancora Advisors held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 207 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Ancora Advisors first reported a position in FTA in Q2 2014 and has held it in 16 quarters since. The position peaked at $241K in Q3 2014. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Ancora Advisors held 207 shares of First Trust Large Cap Value AlphaDEX Fund worth $20K as of Q2 2026.
Ancora Advisors left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1318 holding.
Ancora Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2014 and has held it in 16 quarters since.
Ancora Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $241K in Q3 2014.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.