World Investment Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

World Investment Advisors’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	$265K	Sell	2,768 -266	-9%	-$25.2K	﹤0.01%	1298
2026 Q1	$280K	Buy	3,034 +45	+2%	+$4.12K	﹤0.01%	1296
2025 Q4	$257K	Buy	+2,989	New	+$252K	﹤0.01%	1257

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 22.9% 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

World Investment Advisors's FTA Position: Q2 2026 in Review

World Investment Advisors reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 8.8% in Q2 2026, selling an estimated $25.2K and leaving 2,768 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

World Investment Advisors first reported a position in FTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q1 2026. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

World Investment Advisors held 2,768 shares of First Trust Large Cap Value AlphaDEX Fund worth $265K as of Q2 2026.
World Investment Advisors sold 266 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $25.2K.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1298 holding.
World Investment Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
World Investment Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $280K in Q1 2026.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.