Focus Partners Advisor Solutions’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Focus Partners Advisor Solutions’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	$286K	Hold	2,955	–	–	﹤0.01%	1035
2026 Q1	$273K	Hold	2,955	–	–	﹤0.01%	1018
2025 Q4	$255K	Buy	+2,955	New	+$249K	﹤0.01%	939
2025 Q3	–	Sell	-2,962	Closed	-$233K	–	1192
2025 Q2	$233K	Buy	2,962 +6	+0.2%	+$449	﹤0.01%	969
2025 Q1	$227K	Buy	2,956 +120	+4%	+$9.31K	﹤0.01%	864
2024 Q4	$217K	Sell	2,836 -302	-10%	-$24K	﹤0.01%	710
2024 Q3	$248K	Buy	3,138 +180	+6%	+$13.8K	0.01%	648
2024 Q2	$218K	Sell	2,958 -80	-3%	-$5.94K	0.01%	581
2024 Q1	$232K	Buy	+3,038	New	+$218K	0.01%	535

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Focus Partners Advisor Solutions's FTA Position: Q2 2026 in Review

Focus Partners Advisor Solutions held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 2,955 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Focus Partners Advisor Solutions first reported a position in FTA in Q1 2024 and has held it in 9 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Focus Partners Advisor Solutions held 2,955 shares of First Trust Large Cap Value AlphaDEX Fund worth $286K as of Q2 2026.
Focus Partners Advisor Solutions left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1035 holding.
Focus Partners Advisor Solutions first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2024 and has held it in 9 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.