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 Q3	$223K	Buy	2,276 +10	+0.4%	+$1.01K	0.02%	453
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

NAL

Nearside Advisors, LLC Indianapolis, Indiana $140M AUM

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

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

Armis Advisers's FTA Position: Q3 2026 in Review

Armis Advisers increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.44% in Q3 2026, buying an estimated $1.01K and bringing the position to 2,276 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #453.

Armis Advisers first reported a position in FTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $426K in Q4 2024. 49 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

Armis Advisers held 2,276 shares of First Trust Large Cap Value AlphaDEX Fund worth $223K as of Q3 2026.
Armis Advisers bought 10 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2026, an estimated $1.01K.
First Trust Large Cap Value AlphaDEX Fund made up 0.02% of Armis Advisers's portfolio in Q3 2026, its #453 holding.
Armis Advisers first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's First Trust Large Cap Value AlphaDEX Fund position peaked at $426K in Q4 2024.
49 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.