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

Concurrent Investment 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 		$866K Buy
9,375
+77
+0.8% +$7.05K 0.01% 936
2025
Q4 		$801K Buy
9,298
+321
+4% +$27K 0.01% 931
2025
Q3 		$748K Sell
8,977
-406
-4% -$33K 0.01% 757
2025
Q2 		$738K Sell
9,383
-7,116
-43% -$532K 0.01% 700
2025
Q1 		$1.27M Sell
16,499
-475
-3% -$36.9K 0.03% 480
2024
Q4 		$1.3M Sell
16,974
-1,297
-7% -$103K 0.04% 426
2024
Q3 		$1.45M Buy
18,271
+1,473
+9% +$113K 0.04% 384
2024
Q2 		$1.24M Buy
16,798
+672
+4% +$49.9K 0.04% 383
2024
Q1 		$1.23M Buy
16,126
+6,508
+68% +$467K 0.05% 338
2023
Q4 		$681K Buy
+9,618
New +$636K 0.03% 416

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B 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 $501B AUM 22.01% 1-Year Est. Return