Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Cambridge Investment Research 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 		$13.5M Sell
146,260
-12,723
-8% -$1.17M 0.03% 502
2025
Q4 		$13.7M Buy
158,983
+4,603
+3% +$388K 0.04% 475
2025
Q3 		$12.9M Buy
154,380
+17,281
+13% +$1.41M 0.04% 480
2025
Q2 		$10.8M Buy
137,099
+25,468
+23% +$1.91M 0.03% 513
2025
Q1 		$8.56M Sell
111,631
-65,761
-37% -$5.1M 0.03% 567
2024
Q4 		$13.6M Buy
177,392
+58,063
+49% +$4.62M 0.05% 394
2024
Q3 		$9.44M Sell
119,329
-35,363
-23% -$2.7M 0.03% 525
2024
Q2 		$11.4M Sell
154,692
-42,580
-22% -$3.16M 0.04% 414
2024
Q1 		$15.1M Buy
197,272
+41,188
+26% +$2.95M 0.06% 328
2023
Q4 		$11.1M Buy
156,084
+35,437
+29% +$2.34M 0.05% 374
2023
Q3 		$7.82M Sell
120,647
-8,013
-6% -$543K 0.04% 455
2023
Q2 		$8.58M Buy
128,660
+53,286
+71% +$3.46M 0.04% 431
2023
Q1 		$5M Buy
75,374
+19,463
+35% +$1.33M 0.02% 625
2022
Q4 		$3.68M Buy
55,911
+2,645
+5% +$172K 0.02% 744
2022
Q3 		$3.07M Buy
53,266
+2,208
+4% +$142K 0.02% 808
2022
Q2 		$3.17M Buy
51,058
+7,675
+18% +$520K 0.02% 815
2022
Q1 		$3.06M Sell
43,383
-18,576
-30% -$1.3M 0.01% 901
2021
Q4 		$4.33M Buy
61,959
+8,253
+15% +$559K 0.02% 708
2021
Q3 		$3.46M Buy
53,706
+1,961
+4% +$130K 0.02% 792
2021
Q2 		$3.4M Buy
51,745
+1,503
+3% +$99.7K 0.02% 824
2021
Q1 		$3.2M Buy
50,242
+5,519
+12% +$329K 0.02% 768
2020
Q4 		$2.46M Sell
44,723
-279
-0.6% -$14.4K 0.01% 823
2020
Q3 		$2.1M Sell
45,002
-2,271
-5% -$107K 0.01% 781
2020
Q2 		$2.15M Sell
47,273
-3,930
-8% -$169K 0.02% 739
2020
Q1 		$1.88M Sell
51,203
-15,541
-23% -$773K 0.02% 694
2019
Q4 		$3.77M Sell
66,744
-21,008
-24% -$1.13M 0.03% 569
2019
Q3 		$4.53M Sell
87,752
-6,876
-7% -$353K 0.04% 448
2019
Q2 		$4.93M Buy
94,628
+2,153
+2% +$111K 0.05% 391
2019
Q1 		$4.77M Sell
92,475
-20,825
-18% -$1.05M 0.05% 390
2018
Q4 		$5.24M Sell
113,300
-99,780
-47% -$5.06M 0.06% 306
2018
Q3 		$11.5M Buy
213,080
+3,595
+2% +$194K 0.11% 183
2018
Q2 		$11M Buy
209,485
+11,329
+6% +$600K 0.12% 173
2018
Q1 		$10.5M Buy
198,156
+2,600
+1% +$142K 0.12% 168
2017
Q4 		$10.7M Buy
195,556
+42,222
+28% +$2.22M 0.13% 170
2017
Q3 		$7.84M Sell
153,334
-322,620
-68% -$16.3M 0.11% 177
2017
Q2 		$23.9M Sell
475,954
-6,175
-1% -$306K 0.35% 48
2017
Q1 		$23.8M Sell
482,129
-97,279
-17% -$4.73M 0.41% 45
2016
Q4 		$27.2M Sell
579,408
-45,329
-7% -$2.03M 0.51% 32
2016
Q3 		$26.6M Buy
624,737
+53,565
+9% +$2.25M 0.49% 38
2016
Q2 		$22.8M Buy
571,172
+33,918
+6% +$1.36M 0.48% 42
2016
Q1 		$21.8M Sell
537,254
-26,726
-5% -$1M 0.49% 41
2015
Q4 		$21.7M Buy
563,980
+57,330
+11% +$2.27M 0.51% 35
2015
Q3 		$19.1M Buy
506,650
+472,979
+1,405% +$19.1M 0.55% 34
2015
Q2 		$1.43M Sell
33,671
-148
-0.4% -$6.56K 0.04% 395
2015
Q1 		$1.48M Buy
33,819
+3,278
+11% +$143K 0.04% 372
2014
Q4 		$1.33M Buy
30,541
+14,191
+87% +$606K 0.04% 403
2014
Q3 		$694K Buy
16,350
+4,788
+41% +$208K 0.02% 654
2014
Q2 		$503K Buy
11,562
+1,024
+10% +$43.2K 0.02% 753
2014
Q1 		$435K Buy
10,538
+1,279
+14% +$50.8K 0.02% 779
2013
Q4 		$372K Buy
+9,259
New +$359K 0.02% 783

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

Cambridge Investment Research Advisors's FTA Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 8% in Q1 2026, selling an estimated $1.17M and leaving 146,260 shares worth $13.5M. The position accounts for 0.03% of the portfolio, ranked #502.

Cambridge Investment Research Advisors first reported a position in FTA in Q4 2013 and has held it in 50 quarters since. The position peaked at $27.2M in Q4 2016. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Cambridge Investment Research Advisors held 146,260 shares of First Trust Large Cap Value AlphaDEX Fund worth $13.5M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 12,723 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $1.17M.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #502 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2013 and has held it in 50 quarters since.
  • Cambridge Investment Research Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $27.2M in Q4 2016.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.