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Retirement Planning Group (Kansas)’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Retirement Planning Group (Kansas)’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 		$269K Hold
2,914
– – 0.01% 421
2025
Q4 		$251K Sell
2,914
-552
-16% -$46.5K 0.01% 369
2025
Q3 		$289K Buy
+3,466
New +$282K 0.01% 331

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

Retirement Planning Group (Kansas)'s FTA Position: Q1 2026 in Review

Retirement Planning Group (Kansas) held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q1 2026 at 2,914 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #421.

Retirement Planning Group (Kansas) first reported a position in FTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $289K in Q3 2025. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Retirement Planning Group (Kansas) held 2,914 shares of First Trust Large Cap Value AlphaDEX Fund worth $269K as of Q1 2026.
  • Retirement Planning Group (Kansas) left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #421 holding.
  • Retirement Planning Group (Kansas) first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (Kansas)'s First Trust Large Cap Value AlphaDEX Fund position peaked at $289K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.