Armis Advisers’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Armis Advisers’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	$222K	Sell	2,266 -47	-2%	-$4.45K	0.02%	439
2026 Q1	$214K	Buy	2,313 +7	+0.3%	+$641	0.02%	427
2025 Q4	$208K	Buy	+2,306	New	+$194K	0.02%	412
2025 Q3	–	Sell	-3,523	Closed	-$277K	–	409
2025 Q2	$277K	Sell	3,523 -985	-22%	-$73.7K	0.02%	382
2025 Q1	$346K	Sell	4,508 -1,068	-19%	-$82.9K	0.03%	292
2024 Q4	$426K	Buy	+5,576	New	+$444K	0.05%	210

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

Armis Advisers's FTA Position: Q2 2026 in Review

Armis Advisers reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 2% in Q2 2026, selling an estimated $4.45K and leaving 2,266 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #439.

Armis Advisers first reported a position in FTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $426K in Q4 2024. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Armis Advisers held 2,266 shares of First Trust Large Cap Value AlphaDEX Fund worth $222K as of Q2 2026.
Armis Advisers sold 47 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $4.45K.
First Trust Large Cap Value AlphaDEX Fund made up 0.02% of Armis Advisers's portfolio in Q2 2026, its #439 holding.
Armis Advisers first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's First Trust Large Cap Value AlphaDEX Fund position peaked at $426K in Q4 2024.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.