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Regal Investment Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Regal Investment 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
Q1 		$2.58M Sell
27,907
-110
-0.4% -$10.1K 0.15% 167
2025
Q4 		$2.41M Sell
28,017
-1,008
-3% -$84.9K 0.14% 165
2025
Q3 		$2.42M Sell
29,025
-498
-2% -$40.5K 0.16% 158
2025
Q2 		$2.32M Sell
29,523
-1,225
-4% -$91.7K 0.17% 140
2025
Q1 		$2.36M Buy
30,748
+29
+0.1% +$2.25K 0.19% 134
2024
Q4 		$2.35M Buy
30,719
+75
+0.2% +$5.97K 0.18% 136
2024
Q3 		$2.42M Sell
30,644
-6,356
-17% -$486K 0.17% 151
2024
Q2 		$2.72M Sell
37,000
-294
-0.8% -$21.8K 0.18% 146
2024
Q1 		$2.85M Sell
37,294
-73,599
-66% -$5.28M 0.19% 140
2023
Q4 		$7.86M Sell
110,893
-1,694
-2% -$112K 0.59% 39
2023
Q3 		$7.29M Buy
112,587
+7,930
+8% +$537K 0.61% 38
2023
Q2 		$6.98M Buy
104,657
+2,235
+2% +$145K 0.59% 42
2023
Q1 		$6.8M Buy
102,422
+2,066
+2% +$141K 0.6% 43
2022
Q4 		$6.6M Buy
100,356
+850
+0.9% +$55.1K 0.64% 39
2022
Q3 		$5.74M Buy
99,506
+604
+0.6% +$38.8K 0.61% 44
2022
Q2 		$6.14M Buy
98,902
+6,757
+7% +$457K 0.64% 36
2022
Q1 		$6.5M Buy
92,145
+1,545
+2% +$108K 0.6% 38
2021
Q4 		$6.33M Buy
90,600
+2,824
+3% +$191K 0.56% 41
2021
Q3 		$5.66M Buy
87,776
+4,172
+5% +$276K 0.55% 42
2021
Q2 		$5.49M Buy
+83,604
New +$5.55M 0.55% 42
2021
Q1 		– Sell
-82,171
Closed -$4.51M – 168
2020
Q4 		$4.51M Buy
+82,171
New +$4.25M 0.51% 49
2020
Q3 		– Sell
-83,339
Closed -$3.79M – 78
2020
Q2 		$3.79M Buy
+83,339
New +$3.59M 0.69% 36
2020
Q1 		– Sell
-80,596
Closed -$4.55M – 117
2019
Q4 		$4.55M Buy
80,596
+3,865
+5% +$207K 0.82% 30
2019
Q3 		$3.96M Buy
76,731
+936
+1% +$48K 0.77% 31
2019
Q2 		$3.95M Buy
75,795
+3,261
+4% +$169K 0.77% 31
2019
Q1 		$3.74M Buy
72,534
+1,606
+2% +$81.3K 0.76% 29
2018
Q4 		$3.28M Buy
70,928
+4,378
+7% +$222K 0.72% 34
2018
Q3 		$3.6M Buy
66,550
+14,787
+29% +$800K 0.76% 32
2018
Q2 		$2.71M Sell
51,763
-9,309
-15% -$493K 0.82% 33
2018
Q1 		$3.22M Sell
61,072
-1,031
-2% -$56.3K 0.71% 37
2017
Q4 		$3.39M Sell
62,103
-16,531
-21% -$871K 0.76% 34
2017
Q3 		$4.02M Sell
78,634
-7,459
-9% -$376K 0.94% 27
2017
Q2 		$4.32M Buy
86,093
+197
+0.2% +$9.76K 1.07% 23
2017
Q1 		$4.24M Buy
85,896
+9,343
+12% +$454K 1.1% 22
2016
Q4 		$3.59M Buy
+76,553
New +$3.43M 0.99% 26

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

Regal Investment Advisors's FTA Position: Q1 2026 in Review

Regal Investment Advisors reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.39% in Q1 2026, selling an estimated $10.1K and leaving 27,907 shares worth $2.58M. The position accounts for 0.15% of the portfolio, ranked #167.

Regal Investment Advisors first reported a position in FTA in Q4 2016 and has held it in 35 quarters since. The position peaked at $7.86M in Q4 2023. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Regal Investment Advisors held 27,907 shares of First Trust Large Cap Value AlphaDEX Fund worth $2.58M as of Q1 2026.
  • Regal Investment Advisors sold 110 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $10.1K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.15% of Regal Investment Advisors's portfolio in Q1 2026, its #167 holding.
  • Regal Investment Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2016 and has held it in 35 quarters since.
  • Regal Investment Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $7.86M in Q4 2023.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.