Hantz Financial Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Hantz Financial Services’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	$119K	Buy	1,227 +960	+360%	+$90.9K	﹤0.01%	1327
2026 Q1	$25K	Hold	267	–	–	﹤0.01%	1786
2025 Q4	$23K	Hold	267	–	–	﹤0.01%	1724
2025 Q3	$22K	Hold	267	–	–	﹤0.01%	1526
2025 Q2	$21K	Buy	+267	New	+$20K	﹤0.01%	1244

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

Hantz Financial Services's FTA Position: Q2 2026 in Review

Hantz Financial Services increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 360% in Q2 2026, buying an estimated $90.9K and bringing the position to 1,227 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Hantz Financial Services first reported a position in FTA in Q2 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Hantz Financial Services held 1,227 shares of First Trust Large Cap Value AlphaDEX Fund worth $119K as of Q2 2026.
Hantz Financial Services bought 960 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $90.9K.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1327 holding.
Hantz Financial Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.