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FLP Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

FLP Wealth Management’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
2025
Q1 		– Sell
-370
Closed -$28.3K – 210
2024
Q4 		$28.3K Buy
+370
New +$29.4K 0.07% 147

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

FLP Wealth Management's FTA Position: Q1 2025 in Review

FLP Wealth Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2025, closing a stake of 370 shares — an estimated $28.3K sold.

FLP Wealth Management first reported a position in FTA in Q4 2024 and held it in 1 quarter. The position peaked at $28.3K in Q4 2024. 197 funds tracked by Wall St. Rank hold FTA as of Q1 2025.

  • FLP Wealth Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 370 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2025, an estimated $28.3K.
  • FLP Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $28.3K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.