Greenup Street Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Greenup Street Wealth Management’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	$4.34M	Buy	+44,827	New	+$4.25M	0.53%	33

Other funds holding FTA

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

Greenup Street Wealth Management's FTA Position: Q2 2026 in Review

Greenup Street Wealth Management opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 44,827 shares worth $4.34M. The stake represents 0.53% of the portfolio and ranks #33 among its holdings.

96 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Greenup Street Wealth Management held 44,827 shares of First Trust Large Cap Value AlphaDEX Fund worth $4.34M as of Q2 2026.
First Trust Large Cap Value AlphaDEX Fund was a new Greenup Street Wealth Management position in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.53% of Greenup Street Wealth Management's portfolio in Q2 2026, its #33 holding.
96 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.