Scheeler Financial LLC’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Scheeler Financial LLC’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 Q3	$243K	Buy	+2,552	New	+$257K	0.18%	54

Other funds holding FTA

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Scheeler Financial LLC's FTA Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2026: 2,552 shares worth $243K. The stake represents 0.18% of the portfolio and ranks #54 among its holdings.

13 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

Scheeler Financial LLC held 2,552 shares of First Trust Large Cap Value AlphaDEX Fund worth $243K as of Q3 2026.
First Trust Large Cap Value AlphaDEX Fund was a new Scheeler Financial LLC position in Q3 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.18% of Scheeler Financial LLC's portfolio in Q3 2026, its #54 holding.
13 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.