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

Sequoia Financial 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 		$229K Hold
2,361
– – ﹤0.01% 1878
2026
Q1 		$218K Hold
2,361
– – ﹤0.01% 1744
2025
Q4 		$203K Buy
+2,361
New +$199K ﹤0.01% 1807
2024
Q4 		– Sell
-2,716
Closed -$215K – 1374
2024
Q3 		$215K Buy
+2,716
New +$208K ﹤0.01% 1139
2024
Q2 		– Sell
-2,736
Closed -$209K – 1245
2024
Q1 		$209K Buy
+2,736
New +$196K ﹤0.01% 1043

Other funds holding FTA

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Sequoia Financial Advisors's FTA Position: Q2 2026 in Review

Sequoia Financial Advisors held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 2,361 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Sequoia Financial Advisors first reported a position in FTA in Q1 2024 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Sequoia Financial Advisors held 2,361 shares of First Trust Large Cap Value AlphaDEX Fund worth $229K as of Q2 2026.
  • Sequoia Financial Advisors left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1878 holding.
  • Sequoia Financial Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2024 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.