HBW Advisory Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
Other funds holding FTA
IWC
HBW Advisory Services's FTA Position: Q2 2026 in Review
HBW Advisory Services increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 2.3% in Q2 2026, buying an estimated $33.4K and bringing the position to 15,531 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #158.
HBW Advisory Services first reported a position in FTA in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.
- HBW Advisory Services held 15,531 shares of First Trust Large Cap Value AlphaDEX Fund worth $1.5M as of Q2 2026.
- HBW Advisory Services bought 353 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $33.4K.
- First Trust Large Cap Value AlphaDEX Fund made up 0.14% of HBW Advisory Services's portfolio in Q2 2026, its #158 holding.
- HBW Advisory Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
- 229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.
Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.