BFC Planning, Inc.’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

BFC Planning, Inc.’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	$311K	Buy	3,209 +2,534	+375%	+$240K	0.01%	785
2026 Q1	$62.3K	Sell	675 -560	-45%	-$51.3K	﹤0.01%	1259
2025 Q4	$106K	Buy	1,235 +547	+80%	+$46.1K	﹤0.01%	1087
2025 Q3	$57.3K	Hold	688	–	–	﹤0.01%	1134
2025 Q2	$54.1K	Sell	688 -18	-3%	-$1.35K	﹤0.01%	1097
2025 Q1	$54.2K	Sell	706 -78	-10%	-$6.05K	﹤0.01%	1078
2024 Q4	$59.9K	Buy	+784	New	+$62.4K	0.01%	1035

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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 22.9% 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

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

BFC Planning, Inc.'s FTA Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 375% in Q2 2026, buying an estimated $240K and bringing the position to 3,209 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #785.

BFC Planning, Inc. first reported a position in FTA in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

BFC Planning, Inc. held 3,209 shares of First Trust Large Cap Value AlphaDEX Fund worth $311K as of Q2 2026.
BFC Planning, Inc. bought 2,534 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $240K.
First Trust Large Cap Value AlphaDEX Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #785 holding.
BFC Planning, Inc. first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.