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Wedbush Securities’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Wedbush Securities’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
Q1 		$425K Buy
4,601
+365
+9% +$33.4K 0.01% 736
2025
Q4 		$365K Buy
4,236
+558
+15% +$47K 0.01% 797
2025
Q3 		$306K Buy
3,678
+652
+22% +$53K 0.01% 841
2025
Q2 		$238K Hold
3,026
– – 0.01% 957
2025
Q1 		$232K Hold
3,026
– – 0.01% 933
2024
Q4 		$231K Hold
3,026
– – 0.01% 955
2024
Q3 		$239K Hold
3,026
– – 0.01% 915
2024
Q2 		$223K Hold
3,026
– – 0.01% 1013
2024
Q1 		$231K Hold
3,026
– – 0.01% 1015
2023
Q4 		$214K Buy
+3,026
New +$200K 0.01% 931
2023
Q3 		– Sell
-3,026
Closed -$202K – 1075
2023
Q2 		$202K Sell
3,026
-321
-10% -$20.9K 0.01% 928
2023
Q1 		$222K Sell
3,347
-19
-0.6% -$1.3K 0.01% 895
2022
Q4 		$222K Buy
+3,366
New +$218K 0.01% 862
2022
Q3 		– Sell
-3,378
Closed -$210K – 1065
2022
Q2 		$210K Buy
3,378
+5
+0.1% +$339 0.01% 914
2022
Q1 		$238K Sell
3,373
-2,248
-40% -$157K 0.01% 905
2021
Q4 		$393K Hold
5,621
– – 0.02% 746
2021
Q3 		$362K Sell
5,621
-12
-0.2% -$793 0.02% 757
2021
Q2 		$370K Sell
5,633
-108
-2% -$7.17K 0.02% 752
2021
Q1 		$365K Buy
+5,741
New +$343K 0.02% 716

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wedbush Securities's FTA Position: Q1 2026 in Review

Wedbush Securities increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 8.6% in Q1 2026, buying an estimated $33.4K and bringing the position to 4,601 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #736.

Wedbush Securities first reported a position in FTA in Q1 2021 and has held it in 19 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

  • Wedbush Securities held 4,601 shares of First Trust Large Cap Value AlphaDEX Fund worth $425K as of Q1 2026.
  • Wedbush Securities bought 365 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $33.4K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #736 holding.
  • Wedbush Securities first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2021 and has held it in 19 quarters since.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.