KPP Advisory Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

KPP Advisory Services’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	$405K	Hold	4,186	–	–	0.05%	259
2026 Q1	$387K	Hold	4,186	–	–	0.06%	249
2025 Q4	$361K	Hold	4,186	–	–	0.05%	247
2025 Q3	$349K	Hold	4,186	–	–	0.05%	254
2025 Q2	$329K	Hold	4,186	–	–	0.05%	241
2025 Q1	$321K	Hold	4,186	–	–	0.06%	238
2024 Q4	$320K	Hold	4,186	–	–	0.08%	189
2024 Q3	$331K	Hold	4,186	–	–	0.08%	186
2024 Q2	$308K	Hold	4,186	–	–	0.08%	180
2024 Q1	$320K	Buy	+4,186	New	+$300K	0.09%	180
2023 Q4	–	Sell	-4,186	Closed	-$271K	–	152
2023 Q3	$271K	Buy	+4,186	New	+$283K	0.09%	167

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

KPP Advisory Services's FTA Position: Q2 2026 in Review

KPP Advisory Services held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 4,186 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #259.

KPP Advisory Services first reported a position in FTA in Q3 2023 and has held it in 11 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

KPP Advisory Services held 4,186 shares of First Trust Large Cap Value AlphaDEX Fund worth $405K as of Q2 2026.
KPP Advisory Services left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #259 holding.
KPP Advisory Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.