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

Atomi Financial 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 		– Sell
-2,812
Closed -$242K – 1251
2025
Q4 		$242K Buy
2,812
+35
+1% +$2.95K 0.01% 1049
2025
Q3 		$231K Buy
2,777
+82
+3% +$6.67K 0.01% 1036
2025
Q2 		$212K Buy
+2,695
New +$202K 0.01% 1018

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atomi Financial Group's FTA Position: Q1 2026 in Review

Atomi Financial Group sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2026, closing a stake of 2,812 shares — an estimated $242K sold.

Atomi Financial Group first reported a position in FTA in Q2 2025 and held it in 3 quarters. The position peaked at $242K in Q4 2025. 219 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Atomi Financial Group reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 2,812 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $242K.
  • Atomi Financial Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2025 and held it in 3 quarters.
  • Atomi Financial Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $242K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.