EH
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Equitable Holdings’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Equitable Holdings’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
Q1 		$1.59M Sell
18,506
-423
-2% -$38.7K 0.01% 817
2025
Q4 		$1.63M Buy
18,929
+264
+1% +$22.2K 0.01% 708
2025
Q3 		$1.56M Buy
18,665
+78
+0.4% +$6.34K 0.01% 697
2025
Q2 		$1.46M Sell
18,587
-2,298
-11% -$172K 0.01% 678
2025
Q1 		$1.6M Buy
20,885
+75
+0.4% +$5.82K 0.02% 572
2024
Q4 		$1.59M Buy
20,810
+90
+0.4% +$7.16K 0.02% 539
2024
Q3 		$1.64M Sell
20,720
-610
-3% -$46.6K 0.02% 548
2024
Q2 		$1.57M Sell
21,330
-30
-0.1% -$2.23K 0.02% 532
2024
Q1 		$1.63M Buy
21,360
+170
+0.8% +$12.2K 0.02% 501
2023
Q4 		$1.5M Sell
21,190
-130
-0.6% -$8.59K 0.02% 484
2023
Q3 		$1.38M Buy
21,320
+792
+4% +$53.6K 0.02% 457
2023
Q2 		$1.37M Buy
20,528
+15,463
+305% +$1.01M 0.02% 438
2023
Q1 		$336K Buy
5,065
+1,445
+40% +$98.9K 0.01% 763
2022
Q4 		$238K Buy
+3,620
New +$235K ﹤0.01% 799
2022
Q2 		– Sell
-2,995
Closed -$211K – 874
2022
Q1 		$211K Buy
+2,995
New +$209K ﹤0.01% 828

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings's FTA Position: Q1 2026 in Review

Equitable Holdings reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 2.2% in Q1 2026, selling an estimated $38.7K and leaving 18,506 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #817.

Equitable Holdings first reported a position in FTA in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q3 2024. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Equitable Holdings held 18,506 shares of First Trust Large Cap Value AlphaDEX Fund worth $1.59M as of Q1 2026.
  • Equitable Holdings sold 423 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $38.7K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #817 holding.
  • Equitable Holdings first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2022 and has held it in 15 quarters since.
  • Equitable Holdings's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.64M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.