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

Parallel 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 		$1.37M Buy
14,879
+12,618
+558% +$1.16M 0.02% 379
2025
Q4 		$195K Buy
2,261
+2,235
+8,596% +$188K ﹤0.01% 1110
2025
Q3 		$2.17K Hold
26
– – ﹤0.01% 3026
2025
Q2 		$2.04K Hold
26
– – ﹤0.01% 3038
2025
Q1 		$2K Hold
26
– – ﹤0.01% 2979
2024
Q4 		$1.99K Hold
26
– – ﹤0.01% 2973
2024
Q3 		$2.06K Hold
26
– – ﹤0.01% 2886
2024
Q2 		$1.91K Hold
26
– – ﹤0.01% 2822
2024
Q1 		$1.99K Hold
26
– – ﹤0.01% 2825
2023
Q4 		$1.84K Hold
26
– – ﹤0.01% 2827
2023
Q3 		$1.68K Buy
+26
New +$1.76K ﹤0.01% 2872
2019
Q3 		– Sell
-603
Closed -$31K – 2423
2019
Q2 		$31K Hold
603
– – ﹤0.01% 1092
2019
Q1 		$31K Buy
+603
New +$30.5K ﹤0.01% 1044

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B 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 $501B AUM 22.01% 1-Year Est. Return