Key Financial Inc’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Key Financial Inc’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	$4.45K	Hold	46	–	–	﹤0.01%	1039
2026 Q1	$4.25K	Hold	46	–	–	﹤0.01%	1065
2025 Q4	$3.96K	Hold	46	–	–	﹤0.01%	1076
2025 Q3	$3.85K	Hold	46	–	–	﹤0.01%	1098
2025 Q2	$3.62K	Hold	46	–	–	﹤0.01%	1093
2025 Q1	$3.53K	Hold	46	–	–	﹤0.01%	1068
2024 Q4	$3.52K	Hold	46	–	–	﹤0.01%	1067
2024 Q3	$3.64K	Hold	46	–	–	﹤0.01%	1034
2024 Q2	$3.39K	Hold	46	–	–	﹤0.01%	1035
2024 Q1	$3.51K	Hold	46	–	–	﹤0.01%	1023
2023 Q4	$3.26K	Hold	46	–	–	﹤0.01%	1037
2023 Q3	$2.98K	Hold	46	–	–	﹤0.01%	1059
2023 Q2	$3.07K	Hold	46	–	–	﹤0.01%	1102
2023 Q1	$3.05K	Hold	46	–	–	﹤0.01%	890
2022 Q4	$2.65K	Hold	46	–	–	﹤0.01%	907
2022 Q3	$3K	Buy	+46	New	+$2.96K	﹤0.01%	880

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 22.96% 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

Key Financial Inc's FTA Position: Q2 2026 in Review

Key Financial Inc held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 46 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Key Financial Inc first reported a position in FTA in Q3 2022 and has held it in 16 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Key Financial Inc held 46 shares of First Trust Large Cap Value AlphaDEX Fund worth $4.45K as of Q2 2026.
Key Financial Inc left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1039 holding.
Key Financial Inc first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2022 and has held it in 16 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.