Morey & Quinn Wealth Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Morey & Quinn Wealth Partners’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	$741K	Hold	7,650	–	–	0.48%	53
2026 Q1	$706K	Hold	7,650	–	–	0.5%	53
2025 Q4	$659K	Hold	7,650	–	–	0.47%	55
2025 Q3	$637K	Hold	7,650	–	–	0.47%	50
2025 Q2	$602K	Hold	7,650	–	–	0.48%	49
2025 Q1	$587K	Sell	7,650 -30	-0.4%	-$2.33K	0.49%	48
2024 Q4	$587K	Buy	+7,680	New	+$611K	0.5%	45

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 22.96% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morey & Quinn Wealth Partners's FTA Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 7,650 shares worth $741K. The position accounts for 0.48% of the portfolio, ranked #53.

Morey & Quinn Wealth Partners first reported a position in FTA in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Morey & Quinn Wealth Partners held 7,650 shares of First Trust Large Cap Value AlphaDEX Fund worth $741K as of Q2 2026.
Morey & Quinn Wealth Partners left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.48% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #53 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.