PCA Investment Advisory Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

PCA Investment Advisory Services’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 Q1	–	Sell	-6,387	Closed	-$488K	–	78
2024 Q4	$488K	Hold	6,387	–	–	0.23%	63
2024 Q3	$505K	Hold	6,387	–	–	0.24%	60
2024 Q2	$470K	Hold	6,387	–	–	0.25%	60
2024 Q1	$488K	Hold	6,387	–	–	0.27%	57
2023 Q4	$452K	Hold	6,387	–	–	0.3%	52
2023 Q3	$414K	Hold	6,387	–	–	0.3%	58
2023 Q2	$426K	Hold	6,387	–	–	0.25%	58
2023 Q1	$424K	Buy	+6,387	New	+$437K	0.3%	58

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

PCA Investment Advisory Services's FTA Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2025, closing a stake of 6,387 shares — an estimated $488K sold.

PCA Investment Advisory Services first reported a position in FTA in Q1 2023 and held it in 8 quarters. The position peaked at $505K in Q3 2024. 197 funds tracked by Wall St. Rank hold FTA as of Q1 2025.

PCA Investment Advisory Services reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 6,387 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2025, an estimated $488K.
PCA Investment Advisory Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's First Trust Large Cap Value AlphaDEX Fund position peaked at $505K in Q3 2024.
197 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.