Prosperity Capital Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Prosperity Capital 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 Q2	$214K	Buy	+2,207	New	+$209K	0.01%	405

Other funds holding FTA

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prosperity Capital Advisors's FTA Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 2,207 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings.

40 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Prosperity Capital Advisors held 2,207 shares of First Trust Large Cap Value AlphaDEX Fund worth $214K as of Q2 2026.
First Trust Large Cap Value AlphaDEX Fund was a new Prosperity Capital Advisors position in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #405 holding.
40 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.