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

CoreCap 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
Q2 		$14.8K Sell
153
-11
-7% -$1.04K ﹤0.01% 1932
2026
Q1 		$15.1K Sell
164
-62
-27% -$5.68K ﹤0.01% 1782
2025
Q4 		$19.5K Buy
226
+73
+48% +$6.15K ﹤0.01% 1693
2025
Q3 		$12.7K Hold
153
– – ﹤0.01% 1836
2025
Q2 		$12K Hold
153
– – ﹤0.01% 1801
2025
Q1 		$11.7K Sell
153
-41
-21% -$3.18K ﹤0.01% 1753
2024
Q4 		$14.8K Hold
194
– – ﹤0.01% 1629
2024
Q3 		$15.4K Hold
194
– – ﹤0.01% 1647
2024
Q2 		$14.3K Hold
194
– – ﹤0.01% 990
2024
Q1 		$14.8K Buy
+194
New +$13.9K ﹤0.01% 1603
2022
Q4 		$27.9K Buy
+424
New +$27.5K ﹤0.01% 1181
2022
Q3 		– Sell
-645
Closed -$40K – 1085
2022
Q2 		$40K Buy
+645
New +$43.7K ﹤0.01% 1004
2022
Q1 		– Sell
-670
Closed -$47K – 1092
2021
Q4 		$47K Buy
+670
New +$45.4K ﹤0.01% 1020

Other funds holding FTA

MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return