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

&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
Q1 		$329K Sell
3,557
-20
-0.6% -$1.83K ﹤0.01% 1935
2025
Q4 		$308K Buy
3,577
+500
+16% +$42.1K ﹤0.01% 1893
2025
Q3 		$256K Buy
3,077
+411
+15% +$33.4K ﹤0.01% 1830
2025
Q2 		$210K Sell
2,666
-16
-0.6% -$1.2K ﹤0.01% 1813
2025
Q1 		$204K Buy
+2,682
New +$208K ﹤0.01% 1629

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

&Partners's FTA Position: Q1 2026 in Review

&Partners reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.56% in Q1 2026, selling an estimated $1.83K and leaving 3,557 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

&Partners first reported a position in FTA in Q1 2025 and has held it in 5 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • &Partners held 3,557 shares of First Trust Large Cap Value AlphaDEX Fund worth $329K as of Q1 2026.
  • &Partners sold 20 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $1.83K.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1935 holding.
  • &Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2025 and has held it in 5 quarters since.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.