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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
Q2 		$536K Buy
+5,538
New +$525K ﹤0.01% 1307
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 $1.89T 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Pointe Advisors's FTA Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 5,538 shares worth $536K. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in FTA as recently as Q4 2025.

Beacon Pointe Advisors first reported a position in FTA in Q3 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Beacon Pointe Advisors held 5,538 shares of First Trust Large Cap Value AlphaDEX Fund worth $536K as of Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund was a new Beacon Pointe Advisors position in Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1307 holding.
  • Beacon Pointe Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.