Wealth Enhancement Advisory Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Wealth Enhancement Advisory Services’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	$297K	Sell	3,030 -32	-1%	-$3.03K	﹤0.01%	3213
2026 Q1	$283K	Buy	3,062 +55	+2%	+$5.04K	﹤0.01%	2839
2025 Q4	$265K	Buy	3,007 +60	+2%	+$5.05K	﹤0.01%	3025
2025 Q3	$247K	Buy	2,947 +86	+3%	+$7K	﹤0.01%	2948
2025 Q2	$230K	Buy	+2,861	New	+$214K	﹤0.01%	2876
2025 Q1	–	Sell	-2,963	Closed	-$227K	–	3031
2024 Q4	$227K	Buy	+2,963	New	+$236K	﹤0.01%	2608

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

Wealth Enhancement Advisory Services's FTA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 1% in Q2 2026, selling an estimated $3.03K and leaving 3,030 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #3213.

Wealth Enhancement Advisory Services first reported a position in FTA in Q4 2024 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Wealth Enhancement Advisory Services held 3,030 shares of First Trust Large Cap Value AlphaDEX Fund worth $297K as of Q2 2026.
Wealth Enhancement Advisory Services sold 32 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $3.03K.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3213 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.