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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
Q2 		$264K Sell
2,723
-191
-7% -$18.1K 0.01% 463
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FTA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 6.6% in Q2 2026, selling an estimated $18.1K and leaving 2,723 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #463.

Retirement Planning Group (Kansas) first reported a position in FTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $289K in Q3 2025. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Retirement Planning Group (Kansas) held 2,723 shares of First Trust Large Cap Value AlphaDEX Fund worth $264K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 191 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $18.1K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #463 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 4 quarters since.
  • Retirement Planning Group (Kansas)'s First Trust Large Cap Value AlphaDEX Fund position peaked at $289K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.