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Paladin Advisory Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Paladin Advisory Group’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
2025
Q3 		– Sell
-46
Closed -$3.62K – 244
2025
Q2 		$3.62K Buy
+46
New +$3.44K ﹤0.01% 224

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paladin Advisory Group's FTA Position: Q3 2025 in Review

Paladin Advisory Group sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2025, closing a stake of 46 shares — an estimated $3.62K sold.

Paladin Advisory Group first reported a position in FTA in Q2 2025 and held it in 1 quarter. The position peaked at $3.62K in Q2 2025. 202 funds tracked by Wall St. Rank hold FTA as of Q3 2025.

  • Paladin Advisory Group reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Paladin Advisory Group sold 46 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $3.62K.
  • Paladin Advisory Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Paladin Advisory Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $3.62K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2025.

Based on Paladin Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.