CX Institutional’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

CX Institutional’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 Q3	$2K	Sell	18 -240	-93%	-$24.2K	﹤0.01%	1559
2026 Q2	$25K	Sell	258 -211	-45%	-$20K	﹤0.01%	1121
2026 Q1	$43K	Buy	469 +1	+0.2%	+$92	﹤0.01%	996
2025 Q4	$40K	Sell	468 -106	-18%	-$8.93K	﹤0.01%	1007
2025 Q3	$48K	Buy	+574	New	+$46.7K	﹤0.01%	944

Other funds holding FTA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

NAL

Nearside Advisors, LLC Indianapolis, Indiana $140M AUM

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

CX Institutional's FTA Position: Q3 2026 in Review

CX Institutional reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 93% in Q3 2026, selling an estimated $24.2K and leaving 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

CX Institutional first reported a position in FTA in Q3 2025 and has held it in 5 quarters since. The position peaked at $48K in Q3 2025. 49 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

CX Institutional held 18 shares of First Trust Large Cap Value AlphaDEX Fund worth $2K as of Q3 2026.
CX Institutional sold 240 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2026, an estimated $24.2K.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1559 holding.
CX Institutional first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and has held it in 5 quarters since.
CX Institutional's First Trust Large Cap Value AlphaDEX Fund position peaked at $48K in Q3 2025.
49 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.