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Signature Estate & Investment Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Signature Estate & Investment 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 		$200K Buy
+2,070
New +$196K ﹤0.01% 654
2025
Q2 		– Sell
-6,194
Closed -$475K – 586
2025
Q1 		$475K Buy
6,194
+9
+0.1% +$698 0.01% 350
2024
Q4 		$473K Buy
6,185
+10
+0.2% +$796 0.01% 338
2024
Q3 		$489K Buy
6,175
+32
+0.5% +$2.45K 0.01% 310
2024
Q2 		$452K Buy
+6,143
New +$456K 0.01% 308
2018
Q2 		– Sell
-48,926
Closed -$2.58M – 162
2018
Q1 		$2.58M Buy
48,926
+240
+0.5% +$13.1K 0.26% 58
2017
Q4 		$2.66M Buy
48,686
+950
+2% +$50K 0.27% 58
2017
Q3 		$2.44M Buy
47,736
+955
+2% +$48.1K 0.27% 55
2017
Q2 		$2.35M Buy
46,781
+10,069
+27% +$499K 0.28% 52
2017
Q1 		$1.81M Buy
36,712
+8,113
+28% +$394K 0.23% 55
2016
Q4 		$1.34M Buy
28,599
+2,179
+8% +$97.7K 0.19% 61
2016
Q3 		$1.13M Buy
26,420
+2,003
+8% +$84K 0.16% 62
2016
Q2 		$974K Buy
24,417
+3,377
+16% +$136K 0.16% 66
2016
Q1 		$855K Sell
21,040
-917
-4% -$34.3K 0.14% 73
2015
Q4 		$844K Sell
21,957
-4,522
-17% -$179K 0.15% 74
2015
Q3 		$1M Buy
26,479
+1,622
+7% +$65.4K 0.21% 60
2015
Q2 		$1.05M Buy
24,857
+2,711
+12% +$120K 0.24% 57
2015
Q1 		$969K Buy
22,146
+19,697
+804% +$862K 0.26% 56
2014
Q4 		$107K Buy
+2,449
New +$105K 0.04% 80

Other funds holding FTA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Signature Estate & Investment Advisors's FTA Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 2,070 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Signature Estate & Investment Advisors previously reported a position in FTA as recently as Q1 2025.

Signature Estate & Investment Advisors first reported a position in FTA in Q4 2014 and has held it in 19 quarters since. The position peaked at $2.66M in Q4 2017. 143 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,070 shares of First Trust Large Cap Value AlphaDEX Fund worth $200K as of Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund was a new Signature Estate & Investment Advisors position in Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #654 holding.
  • Signature Estate & Investment Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2014 and has held it in 19 quarters since.
  • Signature Estate & Investment Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $2.66M in Q4 2017.
  • 143 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.