FHA
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Flagship Harbor Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Flagship Harbor 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 		– Sell
-19
Closed -$1.64K – 1253
2025
Q4 		$1.64K Buy
+19
New +$1.6K ﹤0.01% 1877

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Flagship Harbor Advisors's FTA Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2026, closing a stake of 19 shares — an estimated $1.64K sold.

Flagship Harbor Advisors first reported a position in FTA in Q4 2025 and held it in 1 quarter. The position peaked at $1.64K in Q4 2025. 219 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 19 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $1.64K.
  • Flagship Harbor Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.64K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.