Avantax Planning Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Avantax Planning 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	Hold	2,855	–	–	0.01%	381
2026 Q1	$264K	Hold	2,855	–	–	0.01%	373
2025 Q4	$246K	Hold	2,855	–	–	0.01%	382
2025 Q3	$238K	Hold	2,855	–	–	0.01%	391
2025 Q2	$224K	Hold	2,855	–	–	0.01%	411
2025 Q1	$219K	Hold	2,855	–	–	0.01%	394
2024 Q4	$218K	Hold	2,855	–	–	0.01%	401
2024 Q3	$226K	Hold	2,855	–	–	0.01%	398
2024 Q2	$210K	Hold	2,855	–	–	0.01%	440
2024 Q1	$218K	Hold	2,855	–	–	0.01%	428
2023 Q4	$202K	Buy	+2,855	New	+$189K	0.01%	359
2022 Q2	–	Sell	-2,855	Closed	-$201K	–	354
2022 Q1	$201K	Buy	+2,855	New	+$200K	0.01%	344

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

Avantax Planning Partners's FTA Position: Q2 2026 in Review

Avantax Planning Partners held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 2,855 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #381.

Avantax Planning Partners first reported a position in FTA in Q1 2022 and has held it in 12 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Avantax Planning Partners held 2,855 shares of First Trust Large Cap Value AlphaDEX Fund worth $276K as of Q2 2026.
Avantax Planning Partners 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 Avantax Planning Partners's portfolio in Q2 2026, its #381 holding.
Avantax Planning Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2022 and has held it in 12 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.