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HHM Wealth Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

HHM Wealth Advisors’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 		$968 Buy
+10
New +$947 ﹤0.01% 834
2022
Q3 		– Sell
-412
Closed -$26K – 708
2022
Q2 		$26K Buy
+412
New +$27.9K 0.01% 384

Other funds holding FTA

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

HHM Wealth Advisors's FTA Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 10 shares worth $968. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in FTA as recently as Q2 2022.

HHM Wealth Advisors first reported a position in FTA in Q2 2022 and has held it in 2 quarters since. The position peaked at $26K in Q2 2022. 30 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • HHM Wealth Advisors held 10 shares of First Trust Large Cap Value AlphaDEX Fund worth $968 as of Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund was a new HHM Wealth Advisors position in Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #834 holding.
  • HHM Wealth Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2022 and has held it in 2 quarters since.
  • HHM Wealth Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $26K in Q2 2022.
  • 30 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.