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

Focus Partners Wealth’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
Q3 		– Sell
-3,423
Closed -$269K – 2248
2025
Q2 		$269K Hold
3,423
– – ﹤0.01% 1732
2025
Q1 		$263K Hold
3,423
– – ﹤0.01% 1635
2024
Q4 		$262K Buy
+3,423
New +$272K ﹤0.01% 1613

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth's FTA Position: Q3 2025 in Review

Focus Partners Wealth sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2025, closing a stake of 3,423 shares — an estimated $269K sold.

Focus Partners Wealth first reported a position in FTA in Q4 2024 and held it in 3 quarters. The position peaked at $269K in Q2 2025. 202 funds tracked by Wall St. Rank hold FTA as of Q3 2025.

  • Focus Partners Wealth reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 3,423 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $269K.
  • Focus Partners Wealth first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and held it in 3 quarters.
  • Focus Partners Wealth's First Trust Large Cap Value AlphaDEX Fund position peaked at $269K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2025.

Based on Focus Partners Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.