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BOLTON SECURITIES CORPORATION’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$3.08K Buy
+37
New +$3.01K ﹤0.01% 1779
2025
Q1 		$2.84K Buy
+37
New +$2.87K ﹤0.01% 1679

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FTA Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2025: 37 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #1779 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FTA as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in FTA in Q1 2025 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold FTA as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 37 shares of First Trust Large Cap Value AlphaDEX Fund worth $3.08K as of Q3 2025.
  • First Trust Large Cap Value AlphaDEX Fund was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #1779 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2025 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.