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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
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

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Hilltop National Bank's FTA Position: Q2 2026 in Review

Hilltop National Bank held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 1,037 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #370.

Hilltop National Bank first reported a position in FTA in Q2 2024 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Hilltop National Bank held 1,037 shares of First Trust Large Cap Value AlphaDEX Fund worth $100K as of Q2 2026.
  • Hilltop National Bank left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.02% of Hilltop National Bank's portfolio in Q2 2026, its #370 holding.
  • Hilltop National Bank first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2024 and has held it in 8 quarters since.
  • 59 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.