Continuum Advisory’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
Q2
$192K Buy
+1,982
New +$188K 0.02% 478
2025
Q2
Sell
-1,193
Closed -$91.5K 822
2025
Q1
$91.5K Hold
1,193
0.01% 541
2024
Q4
$91.2K Hold
1,193
0.01% 538
2024
Q3
$96.6K Hold
1,193
0.01% 528
2024
Q2
$87.8K Buy
1,193
+331
+38% +$24.6K 0.01% 513
2024
Q1
$64.7K Buy
+862
New +$61.8K 0.01% 561

Other funds holding FTA

Continuum Advisory's FTA Position: Q2 2026 in Review

Continuum Advisory opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 1,982 shares worth $192K. The stake represents 0.02% of the portfolio and ranks #478 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FTA as recently as Q1 2025.

Continuum Advisory first reported a position in FTA in Q1 2024 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Continuum Advisory held 1,982 shares of First Trust Large Cap Value AlphaDEX Fund worth $192K as of Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund was a new Continuum Advisory position in Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #478 holding.
  • Continuum Advisory first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2024 and has held it in 6 quarters since.
  • 229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.