CI
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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
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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CX Institutional's FTA Position: Q2 2026 in Review

CX Institutional reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 45% in Q2 2026, selling an estimated $20K and leaving 258 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

CX Institutional first reported a position in FTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $48K in Q3 2025. 30 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • CX Institutional held 258 shares of First Trust Large Cap Value AlphaDEX Fund worth $25K as of Q2 2026.
  • CX Institutional sold 211 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $20K.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1121 holding.
  • CX Institutional first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's First Trust Large Cap Value AlphaDEX Fund position peaked at $48K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.