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Cullen/Frost Bankers’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Cullen/Frost Bankers’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 		$131K Buy
1,349
+619
+85% +$58.6K ﹤0.01% 669
2026
Q1 		$67.5K Buy
730
+275
+60% +$25.2K ﹤0.01% 739
2025
Q4 		$39.2K Buy
455
+154
+51% +$13K ﹤0.01% 849
2025
Q3 		$25.1K Buy
+301
New +$24.5K ﹤0.01% 895

Other funds holding FTA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Cullen/Frost Bankers's FTA Position: Q2 2026 in Review

Cullen/Frost Bankers increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 85% in Q2 2026, buying an estimated $58.6K and bringing the position to 1,349 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Cullen/Frost Bankers first reported a position in FTA in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Cullen/Frost Bankers held 1,349 shares of First Trust Large Cap Value AlphaDEX Fund worth $131K as of Q2 2026.
  • Cullen/Frost Bankers bought 619 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $58.6K.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #669 holding.
  • Cullen/Frost Bankers first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.