Ausdal Financial Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Ausdal Financial Partners’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	$276K	Buy	2,851 +4	+0.1%	+$379	0.01%	854
2026 Q1	$263K	Buy	2,847 +4	+0.1%	+$366	0.01%	838
2025 Q4	$245K	Sell	2,843 -265	-9%	-$22.3K	0.01%	823
2025 Q3	$259K	Buy	3,108 +6	+0.2%	+$488	0.01%	790
2025 Q2	$244K	Buy	3,102 +4	+0.1%	+$299	0.02%	604
2025 Q1	$238K	Sell	3,098 -594	-16%	-$46.1K	0.02%	564
2024 Q4	$282K	Buy	3,692 +698	+23%	+$55.6K	0.02%	462
2024 Q3	$237K	Sell	2,994 -1,717	-36%	-$131K	0.02%	462
2024 Q2	$347K	Buy	4,711 +194	+4%	+$14.4K	0.04%	356
2024 Q1	$345K	Sell	4,517 -1,210	-21%	-$86.8K	0.04%	345
2023 Q4	$406K	Buy	5,727 +497	+10%	+$32.9K	0.05%	292
2023 Q3	$339K	Sell	5,230 -3,509	-40%	-$238K	0.05%	314
2023 Q2	$583K	Sell	8,739 -399	-4%	-$25.9K	0.08%	217
2023 Q1	$607K	Buy	9,138 +5,382	+143%	+$368K	0.08%	218
2022 Q4	$247K	Sell	3,756 -502	-12%	-$32.6K	0.04%	383
2022 Q3	$246K	Sell	4,258 -1,144	-21%	-$73.6K	0.04%	372
2022 Q2	$336K	Buy	+5,402	New	+$366K	0.05%	320

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

Ausdal Financial Partners's FTA Position: Q2 2026 in Review

Ausdal Financial Partners increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.14% in Q2 2026, buying an estimated $379 and bringing the position to 2,851 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #854.

Ausdal Financial Partners first reported a position in FTA in Q2 2022 and has held it in 17 quarters since. The position peaked at $607K in Q1 2023. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Ausdal Financial Partners held 2,851 shares of First Trust Large Cap Value AlphaDEX Fund worth $276K as of Q2 2026.
Ausdal Financial Partners bought 4 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $379.
First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #854 holding.
Ausdal Financial Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2022 and has held it in 17 quarters since.
Ausdal Financial Partners's First Trust Large Cap Value AlphaDEX Fund position peaked at $607K in Q1 2023.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.