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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return