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Traction Financial Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Traction Financial 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
2025
Q3 		– Sell
-5,783
Closed -$455K – 72
2025
Q2 		$455K Buy
+5,783
New +$433K 0.31% 36

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Traction Financial Partners's FTA Position: Q3 2025 in Review

Traction Financial Partners sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2025, closing a stake of 5,783 shares — an estimated $455K sold.

Traction Financial Partners first reported a position in FTA in Q2 2025 and held it in 1 quarter. The position peaked at $455K in Q2 2025. 202 funds tracked by Wall St. Rank hold FTA as of Q3 2025.

  • Traction Financial Partners reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Traction Financial Partners sold 5,783 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $455K.
  • Traction Financial Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Traction Financial Partners's First Trust Large Cap Value AlphaDEX Fund position peaked at $455K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2025.

Based on Traction Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.