LFG
FTA icon

Larson Financial Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Larson Financial Group’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
2025
Q3 		– Sell
-480
Closed -$37.7K – 3528
2025
Q2 		$37.7K Hold
480
– – ﹤0.01% 1183
2025
Q1 		$36.8K Buy
+480
New +$37.3K ﹤0.01% 1138

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Larson Financial Group's FTA Position: Q3 2025 in Review

Larson Financial Group sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2025, closing a stake of 480 shares — an estimated $37.7K sold.

Larson Financial Group first reported a position in FTA in Q1 2025 and held it in 2 quarters. The position peaked at $37.7K in Q2 2025. 202 funds tracked by Wall St. Rank hold FTA as of Q3 2025.

  • Larson Financial Group reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 480 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $37.7K.
  • Larson Financial Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2025 and held it in 2 quarters.
  • Larson Financial Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $37.7K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.