STAR Financial Bank’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

STAR Financial Bank’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	$608K	Hold	6,279	–	–	0.25%	53
2026 Q1	$580K	Sell	6,279 -200	-3%	-$18.3K	0.27%	48
2025 Q4	$558K	Sell	6,479 -322	-5%	-$27.1K	0.29%	57
2025 Q3	$567K	Hold	6,801	–	–	0.34%	60
2025 Q2	$535K	Buy	6,801 +3,725	+121%	+$279K	0.34%	61
2025 Q1	$236K	Sell	3,076 -399	-11%	-$31K	0.17%	95
2024 Q4	$266K	Hold	3,475	–	–	0.19%	86
2024 Q3	$275K	Sell	3,475 -1,823	-34%	-$139K	0.19%	100
2024 Q2	$390K	Sell	5,298 -1,915	-27%	-$142K	0.3%	78
2024 Q1	$551K	Sell	7,213 -128	-2%	-$9.18K	0.47%	52
2023 Q4	$520K	Hold	7,341	–	–	0.47%	53
2023 Q3	$476K	Sell	7,341 -92	-1%	-$6.23K	0.49%	49
2023 Q2	$496K	Hold	7,433	–	–	0.46%	52
2023 Q1	$494K	Sell	7,433 -672	-8%	-$46K	0.48%	54
2022 Q4	$533K	Buy	+8,105	New	+$526K	0.53%	49

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

STAR Financial Bank's FTA Position: Q2 2026 in Review

STAR Financial Bank held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 6,279 shares worth $608K. The position accounts for 0.25% of the portfolio, ranked #53.

STAR Financial Bank first reported a position in FTA in Q4 2022 and has held it in 15 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

STAR Financial Bank held 6,279 shares of First Trust Large Cap Value AlphaDEX Fund worth $608K as of Q2 2026.
STAR Financial Bank left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.25% of STAR Financial Bank's portfolio in Q2 2026, its #53 holding.
STAR Financial Bank first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.