Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Cetera Investment Advisers’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 		$31.9M Buy
345,175
+1,685
+0.5% +$154K 0.03% 510
2025
Q4 		$29.6M Buy
343,490
+1,238
+0.4% +$104K 0.03% 503
2025
Q3 		$28.5M Buy
342,252
+49,442
+17% +$4.02M 0.03% 507
2025
Q2 		$23M Sell
292,810
-6,946
-2% -$520K 0.04% 467
2025
Q1 		$23M Buy
299,756
+10,043
+3% +$779K 0.04% 420
2024
Q4 		$22.2M Sell
289,713
-1,736
-0.6% -$138K 0.05% 394
2024
Q3 		$23.1M Sell
291,449
-8,724
-3% -$667K 0.05% 369
2024
Q2 		$22.1M Buy
300,173
+2,194
+0.7% +$163K 0.05% 373
2024
Q1 		$22.8M Buy
297,979
+176,714
+146% +$12.7M 0.05% 348
2023
Q4 		$8.59M Sell
121,265
-4,249
-3% -$281K 0.07% 260
2023
Q3 		$8.13M Sell
125,514
-9,843
-7% -$667K 0.07% 270
2023
Q2 		$9.03M Sell
135,357
-862
-0.6% -$56.1K 0.08% 238
2023
Q1 		$9.04M Sell
136,219
-1,807
-1% -$124K 0.08% 235
2022
Q4 		$9.08M Buy
138,026
+80,912
+142% +$5.25M 0.08% 228
2022
Q3 		$3.29M Sell
57,114
-10,876
-16% -$699K 0.07% 319
2022
Q2 		$4.22M Buy
67,990
+10,676
+19% +$723K 0.07% 299
2022
Q1 		$4.04M Buy
57,314
+3,900
+7% +$273K 0.06% 335
2021
Q4 		$3.73M Buy
53,414
+1,006
+2% +$68.1K 0.05% 364
2021
Q3 		$3.38M Sell
52,408
-2,821
-5% -$186K 0.05% 371
2021
Q2 		$3.63M Buy
55,229
+7,698
+16% +$511K 0.06% 346
2021
Q1 		$3.03M Sell
47,531
-6,928
-13% -$413K 0.06% 327
2020
Q4 		$2.99M Buy
54,459
+47,651
+700% +$2.46M 0.06% 331
2020
Q3 		$317K Sell
6,808
-1,220
-15% -$57.5K 0.03% 489
2020
Q2 		$365K Sell
8,028
-9,655
-55% -$416K 0.03% 424
2020
Q1 		$651K Sell
17,683
-1,236
-7% -$61.4K 0.08% 254
2019
Q4 		$1.07M Sell
18,919
-3,451
-15% -$185K 0.11% 196
2019
Q3 		$1.15M Sell
22,370
-3,251
-13% -$167K 0.14% 164
2019
Q2 		$1.34M Buy
25,621
+6,363
+33% +$329K 0.17% 137
2019
Q1 		$992K Sell
19,258
-375
-2% -$19K 0.14% 168
2018
Q4 		$906K Sell
19,633
-580
-3% -$29.4K 0.15% 159
2018
Q3 		$1.09M Buy
20,213
+9,290
+85% +$502K 0.16% 153
2018
Q2 		$572K Buy
10,923
+1,540
+16% +$81.5K 0.1% 226
2018
Q1 		$494K Sell
9,383
-840
-8% -$45.8K 0.09% 229
2017
Q4 		$559K Sell
10,223
-442
-4% -$23.3K 0.1% 226
2017
Q3 		$547K Sell
10,665
-1,551
-13% -$78.1K 0.12% 221
2017
Q2 		$614K Sell
12,216
-18
-0.1% -$892 0.15% 179
2017
Q1 		$601K Buy
12,234
+459
+4% +$22.3K 0.17% 165
2016
Q4 		$553K Buy
11,775
+166
+1% +$7.45K 0.18% 148
2016
Q3 		$495K Sell
11,609
-4,652
-29% -$195K 0.21% 131
2016
Q2 		$650K Sell
16,261
-1,571
-9% -$63.2K 0.25% 120
2016
Q1 		$726K Sell
17,832
-2,348
-12% -$87.9K 0.31% 95
2015
Q4 		$779K Buy
+20,180
New +$799K 0.36% 82

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
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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Cetera Investment Advisers's FTA Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.49% in Q1 2026, buying an estimated $154K and bringing the position to 345,175 shares worth $31.9M. The position accounts for 0.03% of the portfolio, ranked #510.

Cetera Investment Advisers first reported a position in FTA in Q4 2015 and has held it in 42 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Cetera Investment Advisers held 345,175 shares of First Trust Large Cap Value AlphaDEX Fund worth $31.9M as of Q1 2026.
  • Cetera Investment Advisers bought 1,685 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $154K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #510 holding.
  • Cetera Investment Advisers first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2015 and has held it in 42 quarters since.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.