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Independent Wealth Network’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Independent Wealth Network’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 		$617K Buy
6,374
+1,009
+19% +$95.6K 0.16% 164
2026
Q1 		$495K Sell
5,365
-262
-5% -$24K 0.15% 165
2025
Q4 		$485K Buy
5,627
+9
+0.2% +$758 0.15% 154
2025
Q3 		$468K Buy
5,618
+48
+0.9% +$3.9K 0.15% 156
2025
Q2 		$438K Sell
5,570
-36
-0.6% -$2.69K 0.16% 152
2025
Q1 		$430K Sell
5,606
-224
-4% -$17.4K 0.17% 141
2024
Q4 		$446K Buy
5,830
+91
+2% +$7.24K 0.18% 139
2024
Q3 		$454K Buy
5,739
+1
+0% +$76 0.2% 128
2024
Q2 		$422K Sell
5,738
-7
-0.1% -$520 0.2% 132
2024
Q1 		$439K Sell
5,745
-106
-2% -$7.6K 0.21% 125
2023
Q4 		$414K Buy
5,851
+2
+0% +$132 0.22% 120
2023
Q3 		$379K Sell
5,849
-630
-10% -$42.7K 0.23% 112
2023
Q2 		$432K Sell
6,479
-132
-2% -$8.58K 0.26% 102
2023
Q1 		$439K Sell
6,611
-21
-0.3% -$1.44K 0.28% 87
2022
Q4 		$436K Sell
6,632
-246
-4% -$16K 0.3% 80
2022
Q3 		$397K Sell
6,878
-323
-4% -$20.8K 0.31% 82
2022
Q2 		$447K Sell
7,201
-932
-11% -$63.1K 0.32% 77
2022
Q1 		$574K Sell
8,133
-222
-3% -$15.5K 0.36% 73
2021
Q4 		$584K Buy
8,355
+287
+4% +$19.4K 0.36% 72
2021
Q3 		$551K Buy
+8,068
New +$533K 0.36% 78

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Wealth Network's FTA Position: Q2 2026 in Review

Independent Wealth Network increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 19% in Q2 2026, buying an estimated $95.6K and bringing the position to 6,374 shares worth $617K. The position accounts for 0.16% of the portfolio, ranked #164.

Independent Wealth Network first reported a position in FTA in Q3 2021 and has held it in 20 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Independent Wealth Network held 6,374 shares of First Trust Large Cap Value AlphaDEX Fund worth $617K as of Q2 2026.
  • Independent Wealth Network bought 1,009 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $95.6K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.16% of Independent Wealth Network's portfolio in Q2 2026, its #164 holding.
  • Independent Wealth Network first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2021 and has held it in 20 quarters since.
  • 229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.