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

Clear Investment Research’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	–	Sell	-537	Closed	-$49.6K	–	106
2026 Q1	$49.6K	Buy	+537	New	+$49.2K	0.08%	106
2025 Q4	–	Sell	-531	Closed	-$44.3K	–	112
2025 Q3	$44.3K	Buy	+531	New	+$43.2K	0.06%	127

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clear Investment Research's FTA Position: Q2 2026 in Review

Clear Investment Research sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026, closing a stake of 537 shares — an estimated $49.6K sold.

Clear Investment Research first reported a position in FTA in Q3 2025 and held it in 2 quarters. The position peaked at $49.6K in Q1 2026. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Clear Investment Research reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 537 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $49.6K.
Clear Investment Research first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
Clear Investment Research's First Trust Large Cap Value AlphaDEX Fund position peaked at $49.6K in Q1 2026.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.