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Tounjian Advisory Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Tounjian Advisory 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
2026
Q2 		$76.8K Buy
+793
New +$75.1K 0.03% 191

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

Tounjian Advisory Partners's FTA Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 793 shares worth $76.8K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings.

149 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Tounjian Advisory Partners held 793 shares of First Trust Large Cap Value AlphaDEX Fund worth $76.8K as of Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund was a new Tounjian Advisory Partners position in Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.03% of Tounjian Advisory Partners's portfolio in Q2 2026, its #191 holding.
  • 149 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.