Capital A Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Capital A Wealth Management’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
2025 Q1	–	Sell	-23	Closed	-$1.76K	–	786
2024 Q4	$1.76K	Buy	+23	New	+$1.83K	﹤0.01%	494

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

Capital A Wealth Management's FTA Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2025, closing a stake of 23 shares — an estimated $1.76K sold.

Capital A Wealth Management first reported a position in FTA in Q4 2024 and held it in 1 quarter. The position peaked at $1.76K in Q4 2024. 197 funds tracked by Wall St. Rank hold FTA as of Q1 2025.

Capital A Wealth Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 23 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2025, an estimated $1.76K.
Capital A Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.76K in Q4 2024.
197 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.