ShoreHaven Wealth Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

ShoreHaven Wealth Partners’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
2025 Q4	–	Sell	-2,403	Closed	-$200K	–	107
2025 Q3	$200K	Buy	+2,403	New	+$195K	0.07%	102
2024 Q2	–	Sell	-2,927	Closed	-$224K	–	79
2024 Q1	$224K	Buy	2,927 +12	+0.4%	+$861	0.12%	76
2023 Q4	$207K	Buy	+2,915	New	+$193K	0.13%	74
2022 Q2	–	Sell	-2,837	Closed	-$200K	–	77
2022 Q1	$200K	Buy	+2,837	New	+$198K	0.11%	61

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

ShoreHaven Wealth Partners's FTA Position: Q4 2025 in Review

ShoreHaven Wealth Partners sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2025, closing a stake of 2,403 shares — an estimated $200K sold.

ShoreHaven Wealth Partners first reported a position in FTA in Q1 2022 and held it in 4 quarters. The position peaked at $224K in Q1 2024. 207 funds tracked by Wall St. Rank hold FTA as of Q4 2025.

ShoreHaven Wealth Partners reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
ShoreHaven Wealth Partners sold 2,403 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2025, an estimated $200K.
ShoreHaven Wealth Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2022 and held it in 4 quarters.
ShoreHaven Wealth Partners's First Trust Large Cap Value AlphaDEX Fund position peaked at $224K in Q1 2024.
207 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.