Proactive Wealth Strategies’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Proactive Wealth Strategies’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 Q2	$1.09M	Buy	11,299 +41	+0.4%	+$3.88K	0.18%	106
2026 Q1	$1.04M	Buy	11,258 +5,651	+101%	+$518K	0.2%	103
2025 Q4	$483K	Buy	5,607 +33	+0.6%	+$2.78K	0.19%	97
2025 Q3	$464K	Buy	5,574 +27	+0.5%	+$2.2K	0.2%	93
2025 Q2	$436K	Buy	5,547 +22	+0.4%	+$1.65K	0.21%	94
2025 Q1	$424K	Buy	5,525 +28	+0.5%	+$2.17K	0.23%	88
2024 Q4	$420K	Buy	+5,497	New	+$438K	0.22%	89

Other funds holding FTA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Proactive Wealth Strategies's FTA Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.36% in Q2 2026, buying an estimated $3.88K and bringing the position to 11,299 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #106.

Proactive Wealth Strategies first reported a position in FTA in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Proactive Wealth Strategies held 11,299 shares of First Trust Large Cap Value AlphaDEX Fund worth $1.09M as of Q2 2026.
Proactive Wealth Strategies bought 41 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $3.88K.
First Trust Large Cap Value AlphaDEX Fund made up 0.18% of Proactive Wealth Strategies's portfolio in Q2 2026, its #106 holding.
Proactive Wealth Strategies first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
150 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.