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

Wealthcare 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	–	Sell	-2,880	Closed	-$266K	–	1114
2026 Q1	$266K	Sell	2,880 -70	-2%	-$6.41K	0.01%	915
2025 Q4	$254K	Sell	2,950 -516	-15%	-$43.5K	0.01%	941
2025 Q3	$289K	Sell	3,466 -96	-3%	-$7.81K	0.01%	872
2025 Q2	$280K	Sell	3,562 -12	-0.3%	-$898	0.01%	812
2025 Q1	$274K	Buy	+3,574	New	+$277K	0.01%	770
2023 Q1	–	Sell	-3,726	Closed	-$245K	–	710
2022 Q4	$245K	Sell	3,726 -158	-4%	-$10.3K	0.01%	593
2022 Q3	$224K	Sell	3,884 -313	-7%	-$20.1K	0.01%	551
2022 Q2	$261K	Buy	4,197 +22	+0.5%	+$1.49K	0.02%	465
2022 Q1	$294K	Buy	4,175 +944	+29%	+$66K	0.02%	419
2021 Q4	$226K	Buy	3,231 +10	+0.3%	+$677	0.01%	515
2021 Q3	$207K	Buy	+3,221	New	+$213K	0.01%	513
2021 Q2	–	Sell	-3,016	Closed	-$192K	–	1014
2021 Q1	$192K	Buy	+3,016	New	+$180K	0.01%	489
2020 Q4	–	Sell	-10,385	Closed	-$485K	–	443
2020 Q3	$485K	Buy	10,385 +14	+0.1%	+$660	0.05%	202
2020 Q2	$472K	Sell	10,371 -174	-2%	-$7.49K	0.06%	184
2020 Q1	$388K	Buy	10,545 +8,759	+490%	+$435K	0.06%	186
2019 Q4	$101K	Buy	1,786 +9	+0.5%	+$483	0.01%	405
2019 Q3	$92K	Buy	1,777 +15	+0.9%	+$769	0.01%	414
2019 Q2	$92K	Buy	1,762 +5	+0.3%	+$259	0.01%	394
2019 Q1	$91K	Buy	1,757 +6	+0.3%	+$304	0.02%	350
2018 Q4	$81K	Buy	1,751 +14	+0.8%	+$710	0.02%	341
2018 Q3	$94K	Buy	1,737 +6	+0.3%	+$324	0.02%	348
2018 Q2	$91K	Buy	1,731 +9	+0.5%	+$476	0.02%	344
2018 Q1	$91K	Buy	1,722 +7	+0.4%	+$382	0.02%	295
2017 Q4	$94K	Buy	1,715 +9	+0.5%	+$474	0.02%	266
2017 Q3	$87K	Buy	+1,706	New	+$85.9K	0.03%	232

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

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

Wealthcare Advisory Partners sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026, closing a stake of 2,880 shares — an estimated $266K sold.

Wealthcare Advisory Partners first reported a position in FTA in Q3 2017 and held it in 25 quarters. The position peaked at $485K in Q3 2020. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Wealthcare Advisory Partners reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,880 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $266K.
Wealthcare Advisory Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2017 and held it in 25 quarters.
Wealthcare Advisory Partners's First Trust Large Cap Value AlphaDEX Fund position peaked at $485K in Q3 2020.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.