Triton Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Triton Wealth Management’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	$2.25M	Sell	23,058 -97	-0.4%	-$9.19K	0.69%	23
2026 Q1	$2.13M	Hold	23,155	–	–	0.79%	25
2025 Q4	$2.11M	Sell	23,155 -242	-1%	-$20.4K	0.79%	23
2025 Q3	$1.93M	Sell	23,397 -284	-1%	-$23.1K	0.73%	18
2025 Q2	$1.91M	Buy	+23,681	New	+$1.77M	0.82%	19
2024 Q4	$1.95M	Hold	23,910	–	–	1%	16
2024 Q3	$1.89M	Sell	23,910 -111	-0.5%	-$8.48K	1.07%	16
2024 Q2	$1.82M	Sell	24,021 -117	-0.5%	-$8.69K	1.07%	15
2024 Q1	$1.79M	Sell	24,138 -234	-1%	-$16.8K	1.24%	13
2023 Q4	$1.73M	Buy	24,372 +79	+0.3%	+$5.22K	1.13%	14
2023 Q3	$1.59M	Sell	24,293 -28,745	-54%	-$1.95M	1.07%	14
2023 Q2	$3.71M	Sell	53,038 -521	-1%	-$33.9K	2.08%	8
2023 Q1	$3.51M	Buy	53,559 +10,241	+24%	+$701K	2.15%	8
2022 Q4	$3M	Sell	43,318 -492	-1%	-$31.9K	1.82%	9
2022 Q3	$2.69M	Buy	43,810 +2,603	+6%	+$167K	1.6%	10
2022 Q2	$2.7M	Buy	+41,207	New	+$2.79M	1.9%	12

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

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

Triton Wealth Management's FTA Position: Q2 2026 in Review

Triton Wealth Management reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.42% in Q2 2026, selling an estimated $9.19K and leaving 23,058 shares worth $2.25M. The position accounts for 0.69% of the portfolio, ranked #23.

Triton Wealth Management first reported a position in FTA in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.71M in Q2 2023. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Triton Wealth Management held 23,058 shares of First Trust Large Cap Value AlphaDEX Fund worth $2.25M as of Q2 2026.
Triton Wealth Management sold 97 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $9.19K.
First Trust Large Cap Value AlphaDEX Fund made up 0.69% of Triton Wealth Management's portfolio in Q2 2026, its #23 holding.
Triton Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2022 and has held it in 16 quarters since.
Triton Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $3.71M in Q2 2023.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.