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

Sanctuary 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	$1.87M	Buy	19,292 +13	+0.1%	+$1.23K	0.01%	1089
2026 Q1	$1.78M	Buy	19,279 +212	+1%	+$19.4K	0.01%	1015
2025 Q4	$1.64M	Buy	19,067 +417	+2%	+$35.1K	0.01%	1041
2025 Q3	$1.55M	Buy	18,650 +1,151	+7%	+$93.6K	0.01%	1036
2025 Q2	$1.38M	Buy	17,499 +359	+2%	+$26.9K	0.01%	1038
2025 Q1	$1.31M	Sell	17,140 -88	-0.5%	-$6.83K	0.01%	1003
2024 Q4	$1.37M	Sell	17,228 -3,697	-18%	-$294K	0.01%	1070
2024 Q3	$1.73M	Buy	20,925 +985	+5%	+$75.3K	0.01%	954
2024 Q2	$1.47M	Buy	+19,940	New	+$1.48M	0.01%	976

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors's FTA Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.07% in Q2 2026, buying an estimated $1.23K and bringing the position to 19,292 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #1089.

Sanctuary Advisors first reported a position in FTA in Q2 2024 and has held it in 9 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Sanctuary Advisors held 19,292 shares of First Trust Large Cap Value AlphaDEX Fund worth $1.87M as of Q2 2026.
Sanctuary Advisors bought 13 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $1.23K.
First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1089 holding.
Sanctuary Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.