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NewEdge Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

NewEdge 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 		$14.4M Buy
156,182
+56,797
+57% +$5.2M 0.05% 353
2025
Q4 		$8.56M Buy
99,385
+71,586
+258% +$6.03M 0.03% 484
2025
Q3 		$2.32M Buy
27,799
+1,816
+7% +$148K 0.01% 939
2025
Q2 		$2.04M Buy
25,983
+583
+2% +$43.6K 0.01% 924
2025
Q1 		$1.95M Sell
25,400
-7,033
-22% -$546K 0.01% 883
2024
Q4 		$2.48M Buy
32,433
+26,233
+423% +$2.09M 0.01% 742
2024
Q3 		$491K Sell
6,200
-2,553
-29% -$195K ﹤0.01% 1490
2024
Q2 		$644K Sell
8,753
-1,901
-18% -$141K ﹤0.01% 1271
2024
Q1 		$814K Sell
10,654
-14,652
-58% -$1.05M 0.01% 1101
2023
Q4 		$1.79M Sell
25,306
-4,446
-15% -$294K 0.02% 708
2023
Q3 		$1.93M Buy
29,752
+3,431
+13% +$232K 0.02% 607
2023
Q2 		$1.76M Buy
26,321
+833
+3% +$54.2K 0.02% 634
2023
Q1 		$1.69M Buy
25,488
+1,510
+6% +$103K 0.02% 589
2022
Q4 		$202K Buy
23,978
+5,219
+28% +$339K 0.01% 1184
2022
Q3 		$1.08M Buy
18,759
+1,184
+7% +$76.1K 0.02% 624
2022
Q2 		$1.09M Buy
+17,575
New +$1.19M 0.02% 643

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors's FTA Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 57% in Q1 2026, buying an estimated $5.2M and bringing the position to 156,182 shares worth $14.4M. The position accounts for 0.05% of the portfolio, ranked #353.

NewEdge Advisors first reported a position in FTA in Q2 2022 and has held it in 16 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • NewEdge Advisors held 156,182 shares of First Trust Large Cap Value AlphaDEX Fund worth $14.4M as of Q1 2026.
  • NewEdge Advisors bought 56,797 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $5.2M.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #353 holding.
  • NewEdge Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2022 and has held it in 16 quarters since.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.