BlueChip Wealth Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

BlueChip Wealth 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	$437K	Hold	4,518	–	–	0.17%	103
2026 Q1	$417K	Sell	4,518 -1,567	-26%	-$144K	0.18%	93
2025 Q4	$524K	Buy	6,085 +1,017	+20%	+$85.7K	0.22%	74
2025 Q3	$422K	Sell	5,068 -545	-10%	-$44.3K	0.18%	91
2025 Q2	$441K	Hold	5,613	–	–	0.2%	89
2025 Q1	$431K	Sell	5,613 -42	-0.7%	-$3.26K	0.21%	90
2024 Q4	$432K	Buy	5,655 +2,828	+100%	+$225K	0.24%	80
2024 Q3	$224K	Sell	2,827 -600	-18%	-$45.9K	0.12%	142
2024 Q2	$252K	Sell	3,427 -594	-15%	-$44.1K	0.15%	120
2024 Q1	$307K	Hold	4,021	–	–	0.2%	92
2023 Q4	$285K	Buy	+4,021	New	+$266K	0.2%	94

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

BlueChip Wealth Advisors's FTA Position: Q2 2026 in Review

BlueChip Wealth Advisors held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 4,518 shares worth $437K. The position accounts for 0.17% of the portfolio, ranked #103.

BlueChip Wealth Advisors first reported a position in FTA in Q4 2023 and has held it in 11 quarters since. The position peaked at $524K in Q4 2025. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

BlueChip Wealth Advisors held 4,518 shares of First Trust Large Cap Value AlphaDEX Fund worth $437K as of Q2 2026.
BlueChip Wealth Advisors left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.17% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #103 holding.
BlueChip Wealth Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $524K in Q4 2025.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.