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

Beacon Pointe 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
Q1 		– Sell
-3,374
Closed -$291K – 1861
2025
Q4 		$291K Hold
3,374
– – ﹤0.01% 1275
2025
Q3 		$281K Buy
+3,374
New +$274K ﹤0.01% 1204

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Advisors's FTA Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2026, closing a stake of 3,374 shares — an estimated $291K sold.

Beacon Pointe Advisors first reported a position in FTA in Q3 2025 and held it in 2 quarters. The position peaked at $291K in Q4 2025. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 3,374 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $291K.
  • Beacon Pointe Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
  • Beacon Pointe Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $291K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.