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

DHJJ Financial 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	$244K	Hold	2,517	–	–	0.07%	185
2026 Q1	$232K	Hold	2,517	–	–	0.08%	178
2025 Q4	$217K	Hold	2,517	–	–	0.07%	181
2025 Q3	$210K	Buy	2,517 +1	+0%	+$81	0.07%	168
2025 Q2	$198K	Hold	2,516	–	–	0.07%	171
2025 Q1	$193K	Hold	2,516	–	–	0.08%	162
2024 Q4	$192K	Hold	2,516	–	–	0.07%	159
2024 Q3	$199K	Hold	2,516	–	–	0.08%	151
2024 Q2	$185K	Hold	2,516	–	–	0.08%	151
2024 Q1	$192K	Hold	2,516	–	–	0.09%	142
2023 Q4	$178K	Buy	2,516 +4	+0.2%	+$264	0.08%	145
2023 Q3	$163K	Buy	+2,512	New	+$170K	0.08%	141

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DHJJ Financial Advisors's FTA Position: Q2 2026 in Review

DHJJ Financial Advisors held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 2,517 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #185.

DHJJ Financial Advisors first reported a position in FTA in Q3 2023 and has held it in 12 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

DHJJ Financial Advisors held 2,517 shares of First Trust Large Cap Value AlphaDEX Fund worth $244K as of Q2 2026.
DHJJ Financial Advisors left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.07% of DHJJ Financial Advisors's portfolio in Q2 2026, its #185 holding.
DHJJ Financial Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.