FFA
FTA icon

Farther Finance Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Farther Finance 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
Q1 		$595K Buy
6,464
+5,263
+438% +$482K 0.01% 1278
2025
Q4 		$103K Hold
1,201
– – ﹤0.01% 2327
2025
Q3 		$100K Sell
1,201
-180
-13% -$14.6K ﹤0.01% 2041
2025
Q2 		$109K Buy
1,381
+916
+197% +$68.5K ﹤0.01% 1722
2025
Q1 		$35.6K Buy
465
+380
+447% +$29.5K ﹤0.01% 2076
2024
Q4 		$6.5K Sell
85
-8
-9% -$637 ﹤0.01% 2555
2024
Q3 		$7.36K Sell
93
-7
-7% -$535 ﹤0.01% 2488
2024
Q2 		$7.32K Sell
100
-7
-7% -$520 ﹤0.01% 2205
2024
Q1 		$8.13K Sell
107
-12
-10% -$861 ﹤0.01% 1845
2023
Q4 		$8.43K Hold
119
– – ﹤0.01% 1695
2023
Q3 		$7.71K Hold
119
– – ﹤0.01% 1370
2023
Q2 		$7.93K Hold
119
– – ﹤0.01% 1269
2023
Q1 		$7.9K Hold
119
– – ﹤0.01% 1196
2022
Q4 		$7.83K Buy
+119
New +$7.72K ﹤0.01% 1029

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B 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 $501B AUM 22.01% 1-Year Est. Return