Institute for Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Institute for Wealth Management’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	$11.7K	Buy	+121	New	+$11.5K	﹤0.01%	1282

Other funds holding FTA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Institute for Wealth Management's FTA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 121 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #1282 among its holdings.

150 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Institute for Wealth Management held 121 shares of First Trust Large Cap Value AlphaDEX Fund worth $11.7K as of Q2 2026.
First Trust Large Cap Value AlphaDEX Fund was a new Institute for Wealth Management position in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1282 holding.
150 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.