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Armis Advisers’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Armis Advisers’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 		$222K Sell
2,266
-47
-2% -$4.45K 0.02% 439
2026
Q1 		$214K Buy
2,313
+7
+0.3% +$641 0.02% 427
2025
Q4 		$208K Buy
+2,306
New +$194K 0.02% 412
2025
Q3 		– Sell
-3,523
Closed -$277K – 409
2025
Q2 		$277K Sell
3,523
-985
-22% -$73.7K 0.02% 382
2025
Q1 		$346K Sell
4,508
-1,068
-19% -$82.9K 0.03% 292
2024
Q4 		$426K Buy
+5,576
New +$444K 0.05% 210

Other funds holding FTA

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Armis Advisers's FTA Position: Q2 2026 in Review

Armis Advisers reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 2% in Q2 2026, selling an estimated $4.45K and leaving 2,266 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #439.

Armis Advisers first reported a position in FTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $426K in Q4 2024. 30 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Armis Advisers held 2,266 shares of First Trust Large Cap Value AlphaDEX Fund worth $222K as of Q2 2026.
  • Armis Advisers sold 47 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $4.45K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.02% of Armis Advisers's portfolio in Q2 2026, its #439 holding.
  • Armis Advisers first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
  • Armis Advisers's First Trust Large Cap Value AlphaDEX Fund position peaked at $426K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.