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Wealthspire Advisors (New York)’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-131
Closed -$10.9K – 1718
2025
Q3 		$10.9K Buy
+131
New +$10.7K ﹤0.01% 1974

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s FTA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2025, closing a stake of 131 shares — an estimated $10.9K sold.

Wealthspire Advisors (New York) first reported a position in FTA in Q3 2025 and held it in 1 quarter. The position peaked at $10.9K in Q3 2025. 207 funds tracked by Wall St. Rank hold FTA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 131 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2025, an estimated $10.9K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Large Cap Value AlphaDEX Fund position peaked at $10.9K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.