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Integrity Alliance’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Integrity Alliance’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
Q1 		$445K Buy
4,821
+1,619
+51% +$148K 0.02% 481
2025
Q4 		$276K Buy
3,202
+728
+29% +$61.3K 0.01% 634
2025
Q3 		$206K Buy
+2,474
New +$201K 0.01% 518

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrity Alliance's FTA Position: Q1 2026 in Review

Integrity Alliance increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 51% in Q1 2026, buying an estimated $148K and bringing the position to 4,821 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #481.

Integrity Alliance first reported a position in FTA in Q3 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Integrity Alliance held 4,821 shares of First Trust Large Cap Value AlphaDEX Fund worth $445K as of Q1 2026.
  • Integrity Alliance bought 1,619 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $148K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.02% of Integrity Alliance's portfolio in Q1 2026, its #481 holding.
  • Integrity Alliance first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.