MPWM Advisory Solutions’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

MPWM Advisory Solutions’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	$938K	Buy	9,692 +118	+1%	+$11.2K	0.43%	43
2026 Q1	$884K	Buy	9,574 +65	+0.7%	+$5.95K	0.47%	39
2025 Q4	$819K	Sell	9,509 -24	-0.3%	-$2.02K	0.46%	37
2025 Q3	$794K	Sell	9,533 -100	-1%	-$8.13K	0.47%	36
2025 Q2	$757K	Buy	9,633 +8,919	+1,249%	+$667K	0.48%	36
2025 Q1	$54.8K	Hold	714	–	–	0.04%	141
2024 Q4	$54.6K	Buy	+714	New	+$56.8K	0.04%	149

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

MPWM Advisory Solutions's FTA Position: Q2 2026 in Review

MPWM Advisory Solutions increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 1.2% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,692 shares worth $938K. The position accounts for 0.43% of the portfolio, ranked #43.

MPWM Advisory Solutions 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.

MPWM Advisory Solutions held 9,692 shares of First Trust Large Cap Value AlphaDEX Fund worth $938K as of Q2 2026.
MPWM Advisory Solutions bought 118 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $11.2K.
First Trust Large Cap Value AlphaDEX Fund made up 0.43% of MPWM Advisory Solutions's portfolio in Q2 2026, its #43 holding.
MPWM Advisory Solutions 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.