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

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 22.9% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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. 229 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.
229 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.