LaSalle St. Investment Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

LaSalle St. Investment Advisors’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	$1.55M	Sell	16,834 -41	-0.2%	-$3.76K	0.22%	79
2025 Q4	$1.45M	Sell	16,875 -73	-0.4%	-$6.15K	0.23%	73
2025 Q3	$1.41M	Buy	16,948 +52	+0.3%	+$4.23K	0.25%	62
2025 Q2	$1.33M	Sell	16,896 -684	-4%	-$51.2K	0.36%	56
2025 Q1	$1.35M	Sell	17,580 -62	-0.4%	-$4.81K	0.32%	57
2024 Q4	$1.35M	Buy	+17,642	New	+$1.4M	0.42%	41

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LaSalle St. Investment Advisors's FTA Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.24% in Q1 2026, selling an estimated $3.76K and leaving 16,834 shares worth $1.55M. The position accounts for 0.22% of the portfolio, ranked #79.

LaSalle St. Investment Advisors first reported a position in FTA in Q4 2024 and has held it in 6 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

LaSalle St. Investment Advisors held 16,834 shares of First Trust Large Cap Value AlphaDEX Fund worth $1.55M as of Q1 2026.
LaSalle St. Investment Advisors sold 41 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $3.76K.
First Trust Large Cap Value AlphaDEX Fund made up 0.22% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #79 holding.
LaSalle St. Investment Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.