Hilltop National Bank’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Hilltop National Bank’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 Q3	$98.8K	Hold	1,037	–	–	0.02%	371
2026 Q2	$100K	Hold	1,037	–	–	0.02%	370
2026 Q1	$95.8K	Hold	1,037	–	–	0.02%	358
2025 Q4	$89.3K	Hold	1,037	–	–	0.02%	359
2025 Q3	$86.4K	Hold	1,037	–	–	0.02%	373
2025 Q2	$81.5K	Buy	+1,037	New	+$77.6K	0.02%	379
2024 Q4	$79.3K	Hold	1,037	–	–	0.02%	352
2024 Q3	$82.1K	Hold	1,037	–	–	0.02%	369
2024 Q2	$76.3K	Buy	+1,037	New	+$77K	0.02%	364

Other funds holding FTA

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

Hilltop National Bank's FTA Position: Q3 2026 in Review

Hilltop National Bank held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q3 2026 at 1,037 shares worth $98.8K. The position accounts for 0.02% of the portfolio, ranked #371.

Hilltop National Bank first reported a position in FTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $100K in Q2 2026. 18 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

Hilltop National Bank held 1,037 shares of First Trust Large Cap Value AlphaDEX Fund worth $98.8K as of Q3 2026.
Hilltop National Bank left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.02% of Hilltop National Bank's portfolio in Q3 2026, its #371 holding.
Hilltop National Bank first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Hilltop National Bank's First Trust Large Cap Value AlphaDEX Fund position peaked at $100K in Q2 2026.
18 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.