Buck Wealth Strategies’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Buck Wealth Strategies’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	$14.2K	Buy	+147	New	+$13.9K	﹤0.01%	533

Other funds holding FTA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Buck Wealth Strategies's FTA Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 147 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings.

150 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Buck Wealth Strategies held 147 shares of First Trust Large Cap Value AlphaDEX Fund worth $14.2K as of Q2 2026.
First Trust Large Cap Value AlphaDEX Fund was a new Buck Wealth Strategies position in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #533 holding.
150 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

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