Sunbelt Securities’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Sunbelt Securities’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 Q1	$34.2K	Hold	370	–	–	﹤0.01%	1128
2025 Q4	$31.9K	Hold	370	–	–	﹤0.01%	1124
2025 Q3	$30.8K	Sell	370 -399	-52%	-$32.5K	﹤0.01%	1135
2025 Q2	$58.8K	Buy	769 +399	+108%	+$29.9K	0.01%	904
2025 Q1	$28.4K	Sell	370 -397	-52%	-$30.8K	﹤0.01%	1041
2024 Q4	$58.5K	Hold	767	–	–	0.01%	903
2024 Q3	$60.7K	Buy	767 +4	+0.5%	+$306	0.01%	893
2024 Q2	$56.1K	Hold	763	–	–	0.01%	875
2024 Q1	$58.2K	Buy	763 +2	+0.3%	+$143	0.01%	839
2023 Q4	$53.9K	Buy	761 +3	+0.4%	+$198	0.01%	803
2023 Q3	$49.1K	Buy	758 +2	+0.3%	+$135	0.01%	807
2023 Q2	$50.4K	Buy	756 +4	+0.5%	+$260	0.01%	795
2023 Q1	$49.3K	Buy	+752	New	+$51.5K	0.01%	747

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 22.96% 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

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

IWC

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

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

Sunbelt Securities's FTA Position: Q1 2026 in Review

Sunbelt Securities held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q1 2026 at 370 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Sunbelt Securities first reported a position in FTA in Q1 2023 and has held it in 13 quarters since. The position peaked at $60.7K in Q3 2024. 219 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

Sunbelt Securities held 370 shares of First Trust Large Cap Value AlphaDEX Fund worth $34.2K as of Q1 2026.
Sunbelt Securities left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1128 holding.
Sunbelt Securities first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's First Trust Large Cap Value AlphaDEX Fund position peaked at $60.7K in Q3 2024.
219 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.