Meitav Investment House’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Meitav Investment House’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	$731K	Hold	7,550	–	–	﹤0.01%	242
2026 Q1	$697K	Hold	7,550	–	–	0.01%	187
2025 Q4	$650K	Hold	7,550	–	–	0.01%	195
2025 Q3	$629K	Hold	7,550	–	–	0.01%	185
2025 Q2	$594K	Hold	7,550	–	–	0.01%	160
2025 Q1	$579K	Hold	7,550	–	–	0.01%	159
2024 Q4	$577K	Hold	7,550	–	–	0.01%	155
2024 Q3	$597K	Hold	7,550	–	–	0.01%	161
2024 Q2	$556K	Hold	7,550	–	–	0.01%	164
2024 Q1	$577K	Hold	7,550	–	–	0.01%	164
2023 Q4	$535K	Sell	7,550 -15,100	-67%	-$998K	0.01%	240
2023 Q3	$990K	Hold	22,650	–	–	0.02%	207
2023 Q2	$1,000K	Buy	22,650 +15,100	+200%	+$982K	0.02%	222
2023 Q1	$501K	Sell	7,550 -15,100	-67%	-$1.03M	0.01%	286
2022 Q4	$1M	Buy	+22,650	New	+$1.47M	0.02%	237

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 22.9% 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

Meitav Investment House's FTA Position: Q2 2026 in Review

Meitav Investment House held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 7,550 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Meitav Investment House first reported a position in FTA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1M in Q4 2022. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Meitav Investment House held 7,550 shares of First Trust Large Cap Value AlphaDEX Fund worth $731K as of Q2 2026.
Meitav Investment House 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 Meitav Investment House's portfolio in Q2 2026, its #242 holding.
Meitav Investment House first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
Meitav Investment House's First Trust Large Cap Value AlphaDEX Fund position peaked at $1M in Q4 2022.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.