Founders Financial Alliance’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Founders Financial Alliance’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	$620K	Buy	6,410 +51	+0.8%	+$4.83K	0.08%	215
2026 Q1	$587K	Buy	6,359 +209	+3%	+$19.1K	0.11%	187
2025 Q4	$530K	Buy	6,150 +336	+6%	+$28.3K	0.1%	187
2025 Q3	$484K	Buy	5,814 +28	+0.5%	+$2.28K	0.09%	201
2025 Q2	$455K	Buy	5,786 +242	+4%	+$18.1K	0.1%	189
2025 Q1	$425K	Buy	5,544 +29	+0.5%	+$2.25K	0.1%	201
2024 Q4	$422K	Buy	5,515 +83	+2%	+$6.61K	0.12%	173
2024 Q3	$430K	Buy	5,432 +1,370	+34%	+$105K	0.12%	166
2024 Q2	$299K	Hold	4,062	–	–	0.09%	209
2024 Q1	$310K	Hold	4,062	–	–	0.09%	207
2023 Q4	$288K	Buy	4,062 +500	+14%	+$33K	0.11%	189
2023 Q3	$231K	Hold	3,562	–	–	0.1%	198
2023 Q2	$238K	Buy	+3,562	New	+$232K	0.09%	226
2020 Q4	–	Sell	-2,462	Closed	-$121K	–	741
2020 Q3	$121K	Buy	+2,462	New	+$116K	0.07%	226

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Founders Financial Alliance's FTA Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.8% in Q2 2026, buying an estimated $4.83K and bringing the position to 6,410 shares worth $620K. The position accounts for 0.08% of the portfolio, ranked #215.

Founders Financial Alliance first reported a position in FTA in Q3 2020 and has held it in 14 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Founders Financial Alliance held 6,410 shares of First Trust Large Cap Value AlphaDEX Fund worth $620K as of Q2 2026.
Founders Financial Alliance bought 51 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $4.83K.
First Trust Large Cap Value AlphaDEX Fund made up 0.08% of Founders Financial Alliance's portfolio in Q2 2026, its #215 holding.
Founders Financial Alliance first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2020 and has held it in 14 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.