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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Founders Financial Alliance's FTA Position: Q1 2026 in Review

Founders Financial Alliance increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 3.4% in Q1 2026, buying an estimated $19.1K and bringing the position to 6,359 shares worth $587K. The position accounts for 0.11% of the portfolio, ranked #187.

Founders Financial Alliance first reported a position in FTA in Q3 2020 and has held it in 13 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

Founders Financial Alliance held 6,359 shares of First Trust Large Cap Value AlphaDEX Fund worth $587K as of Q1 2026.
Founders Financial Alliance bought 209 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $19.1K.
First Trust Large Cap Value AlphaDEX Fund made up 0.11% of Founders Financial Alliance's portfolio in Q1 2026, its #187 holding.
Founders Financial Alliance first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2020 and has held it in 13 quarters since.
218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.