MML Investors Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

MML Investors 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	$1.48M	Buy	15,309 +1,603	+12%	+$152K	﹤0.01%	1759
2026 Q1	$1.27M	Sell	13,706 -212	-2%	-$19.4K	﹤0.01%	1617
2025 Q4	$1.2M	Buy	13,918 +54	+0.4%	+$4.55K	﹤0.01%	1686
2025 Q3	$1.16M	Sell	13,864 -9,940	-42%	-$809K	﹤0.01%	1640
2025 Q2	$1.87M	Buy	23,804 +185	+0.8%	+$13.8K	0.01%	1284
2025 Q1	$1.81M	Buy	23,619 +8,634	+58%	+$670K	0.01%	1232
2024 Q4	$1.15M	Buy	14,985 +3,490	+30%	+$278K	﹤0.01%	1417
2024 Q3	$910K	Buy	11,495 +433	+4%	+$33.1K	﹤0.01%	1502
2024 Q2	$814K	Sell	11,062 -18,050	-62%	-$1.34M	﹤0.01%	1509
2024 Q1	$2.22M	Buy	29,112 +2,369	+9%	+$170K	0.01%	1003
2023 Q4	$1.89M	Sell	26,743 -26,160	-49%	-$1.73M	0.01%	1022
2023 Q3	$3.43M	Buy	52,903 +203	+0.4%	+$13.7K	0.02%	686
2023 Q2	$3.51M	Sell	52,700 -43,681	-45%	-$2.84M	0.02%	669
2023 Q1	$6.4M	Buy	96,381 +37,438	+64%	+$2.56M	0.05%	380
2022 Q4	$3.88M	Buy	58,943 +20	+0%	+$1.3K	0.03%	570
2022 Q3	$3.4M	Sell	58,923 -3,128	-5%	-$201K	0.03%	557
2022 Q2	$3.85M	Buy	62,051 +138	+0.2%	+$9.34K	0.03%	505
2022 Q1	$4.37M	Sell	61,913 -695	-1%	-$48.6K	0.03%	487
2021 Q4	$4.38M	Buy	62,608 +1,276	+2%	+$86.4K	0.03%	483
2021 Q3	$3.95M	Buy	61,332 +176	+0.3%	+$11.6K	0.03%	486
2021 Q2	$4.01M	Buy	61,156 +852	+1%	+$56.5K	0.03%	458
2021 Q1	$3.84M	Sell	60,304 -183	-0.3%	-$10.9K	0.04%	427
2020 Q4	$3.32M	Buy	60,487 +37,544	+164%	+$1.94M	0.04%	415
2020 Q3	$1.07M	Buy	22,943 +5,340	+30%	+$252K	0.01%	742
2020 Q2	$800K	Sell	17,603 -855	-5%	-$36.8K	0.01%	799
2020 Q1	$679K	Sell	18,458 -2,865	-13%	-$142K	0.01%	751
2019 Q4	$1.21M	Sell	21,323 -4,517	-17%	-$242K	0.02%	648
2019 Q3	$1.33M	Sell	25,840 -13,177	-34%	-$676K	0.02%	573
2019 Q2	$2.03M	Buy	39,017 +1,115	+3%	+$57.7K	0.03%	489
2019 Q1	$1.96M	Sell	37,902 -154	-0.4%	-$7.79K	0.03%	468
2018 Q4	$1.76M	Sell	38,056 -34,234	-47%	-$1.74M	0.03%	455
2018 Q3	$3.91M	Buy	72,290 +10,682	+17%	+$578K	0.07%	274
2018 Q2	$3.22M	Buy	61,608 +1,093	+2%	+$57.9K	0.07%	259
2018 Q1	$3.19M	Buy	60,515 +5,716	+10%	+$312K	0.07%	254
2017 Q4	$2.99M	Buy	54,799 +3,432	+7%	+$181K	0.06%	262
2017 Q3	$2.63M	Buy	51,367 +3,848	+8%	+$194K	0.05%	279
2017 Q2	$2.38M	Sell	47,519 -8,586	-15%	-$425K	0.05%	290
2017 Q1	$2.77M	Buy	+56,105	New	+$2.73M	0.06%	127

Other funds holding FTA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

MML Investors Services's FTA Position: Q2 2026 in Review

MML Investors Services increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 12% in Q2 2026, buying an estimated $152K and bringing the position to 15,309 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

MML Investors Services first reported a position in FTA in Q1 2017 and has held it in 38 quarters since. The position peaked at $6.4M in Q1 2023. 150 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

MML Investors Services held 15,309 shares of First Trust Large Cap Value AlphaDEX Fund worth $1.48M as of Q2 2026.
MML Investors Services bought 1,603 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $152K.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1759 holding.
MML Investors Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2017 and has held it in 38 quarters since.
MML Investors Services's First Trust Large Cap Value AlphaDEX Fund position peaked at $6.4M in Q1 2023.
150 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.