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 Q3	$1.08M	Buy	11,361 +62	+0.5%	+$6.24K	0.17%	111
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Proactive Wealth Strategies's FTA Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.55% in Q3 2026, buying an estimated $6.24K and bringing the position to 11,361 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #111.

Proactive Wealth Strategies first reported a position in FTA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2026. 200 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

Proactive Wealth Strategies held 11,361 shares of First Trust Large Cap Value AlphaDEX Fund worth $1.08M as of Q3 2026.
Proactive Wealth Strategies bought 62 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2026, an estimated $6.24K.
First Trust Large Cap Value AlphaDEX Fund made up 0.17% of Proactive Wealth Strategies's portfolio in Q3 2026, its #111 holding.
Proactive Wealth Strategies first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 8 quarters since.
Proactive Wealth Strategies's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.09M in Q2 2026.
200 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.