Sound Income Strategies’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Sound Income Strategies’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	–	Sell	-1,548	Closed	-$143K	–	1174
2026 Q1	$143K	Hold	1,548	–	–	0.01%	503
2025 Q4	$138K	Buy	+1,548	New	+$130K	0.01%	502
2025 Q3	–	Hold	0	–	–	–	1691
2025 Q2	–	Hold	0	–	–	–	1599
2025 Q1	–	Hold	0	–	–	–	1545
2024 Q4	–	Hold	0	–	–	–	1462
2024 Q3	–	Hold	0	–	–	–	1396
2024 Q2	–	Sell	-44	Closed	-$3.27K	–	1368
2024 Q1	$3.37K	Buy	+44	New	+$3.16K	﹤0.01%	968
2023 Q4	–	Hold	0	–	–	–	1313
2023 Q3	–	Sell	-139	Closed	-$9.41K	–	1145
2023 Q2	$9.27K	Buy	+139	New	+$9.04K	﹤0.01%	587

Other funds holding FTA

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

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

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

IWC

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's FTA Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026, closing a stake of 1,548 shares — an estimated $143K sold.

Sound Income Strategies first reported a position in FTA in Q2 2023 and held it in 4 quarters. The position peaked at $143K in Q1 2026. 174 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,548 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $143K.
Sound Income Strategies first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2023 and held it in 4 quarters.
Sound Income Strategies's First Trust Large Cap Value AlphaDEX Fund position peaked at $143K in Q1 2026.
174 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.