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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.27M Buy
35,376
+31,600
+837% +$2.89M ﹤0.01% 5098
2025
Q4
$325K Sell
3,776
-14,873
-80% -$1.25M ﹤0.01% 9960
2025
Q3
$1.55M Buy
18,649
+14,875
+394% +$1.21M ﹤0.01% 6585
2025
Q2
$297K Sell
3,774
-22,077
-85% -$1.65M ﹤0.01% 9852
2025
Q1
$1.98M Buy
25,851
+15,909
+160% +$1.23M ﹤0.01% 5549
2024
Q4
$760K Sell
9,942
-15,482
-61% -$1.23M ﹤0.01% 7613
2024
Q3
$2.01M Buy
25,424
+17,692
+229% +$1.35M ﹤0.01% 5522
2024
Q2
$569K Sell
7,732
-31,722
-80% -$2.36M ﹤0.01% 7799
2024
Q1
$3.01M Buy
39,454
+23,568
+148% +$1.69M ﹤0.01% 4783
2023
Q4
$1.13M Sell
15,886
-22,879
-59% -$1.51M ﹤0.01% 6445
2023
Q3
$2.51M Sell
38,765
-26,152
-40% -$1.77M ﹤0.01% 4805
2023
Q2
$4.33M Buy
64,917
+49,453
+320% +$3.22M ﹤0.01% 3863
2023
Q1
$1.03M Sell
15,464
-38,155
-71% -$2.61M ﹤0.01% 6726
2022
Q4
$3.53M Buy
53,619
+26,101
+95% +$1.69M ﹤0.01% 4482
2022
Q3
$1.59M Sell
27,518
-173
-0.6% -$11.1K ﹤0.01% 6037
2022
Q2
$1.72M Sell
27,691
-14,582
-34% -$987K ﹤0.01% 5855
2022
Q1
$2.98M Sell
42,273
-10,612
-20% -$742K ﹤0.01% 5199
2021
Q4
$3.7M Buy
52,885
+49,739
+1,581% +$3.37M ﹤0.01% 4907
2021
Q3
$203K Buy
+3,146
New +$208K ﹤0.01% 11958
2021
Q2
Sell
-24,964
Closed -$1.59M 13913
2021
Q1
$1.59M Sell
24,964
-31,071
-55% -$1.85M ﹤0.01% 6961
2020
Q4
$3.08M Buy
+56,035
New +$2.9M ﹤0.01% 4552
2020
Q3
Sell
-16,812
Closed -$764K 10266
2020
Q2
$764K Sell
16,812
-47,631
-74% -$2.05M ﹤0.01% 6328
2020
Q1
$2.38M Buy
64,443
+28,349
+79% +$1.41M ﹤0.01% 3866
2019
Q4
$2.04M Buy
+36,094
New +$1.94M ﹤0.01% 4386
2019
Q3
Sell
-70,850
Closed -$3.7M 9352
2019
Q2
$3.7M Buy
+70,850
New +$3.67M ﹤0.01% 3536
2019
Q1
Sell
-61,598
Closed -$2.85M 9467
2018
Q4
$2.85M Buy
+61,598
New +$3.12M ﹤0.01% 3599
2017
Q3
Sell
-5,034
Closed -$253K 7678
2017
Q2
$253K Sell
5,034
-77,146
-94% -$3.82M ﹤0.01% 6193
2017
Q1
$4.05M Buy
+82,180
New +$3.99M ﹤0.01% 2262
2016
Q4
Sell
-12,384
Closed -$527K 7444
2016
Q3
$527K Sell
12,384
-2,670
-18% -$112K ﹤0.01% 4773
2016
Q2
$601K Buy
+15,054
New +$605K ﹤0.01% 4243
2016
Q1
Sell
-53,112
Closed -$2.04M 7162
2015
Q4
$2.04M Buy
53,112
+32,501
+158% +$1.29M ﹤0.01% 2709
2015
Q3
$779K Buy
+20,611
New +$831K ﹤0.01% 4158

Other funds holding FTA

Citadel Advisors's FTA Position: Q1 2026 in Review

Citadel Advisors increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 837% in Q1 2026, buying an estimated $2.89M and bringing the position to 35,376 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #5098.

Citadel Advisors first reported a position in FTA in Q3 2015 and has held it in 32 quarters since. The position peaked at $4.33M in Q2 2023. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Citadel Advisors held 35,376 shares of First Trust Large Cap Value AlphaDEX Fund worth $3.27M as of Q1 2026.
  • Citadel Advisors bought 31,600 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $2.89M.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5098 holding.
  • Citadel Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2015 and has held it in 32 quarters since.
  • Citadel Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $4.33M in Q2 2023.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.