Eastern Bank’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Eastern Bank’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	$31.1K	Hold	326	–	–	﹤0.01%	715
2026 Q2	$31.6K	Buy	+326	New	+$30.9K	﹤0.01%	692

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

Eastern Bank's FTA Position: Q3 2026 in Review

Eastern Bank held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q3 2026 at 326 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Eastern Bank first reported a position in FTA in Q2 2026 and has held it in 2 quarters since. The position peaked at $31.6K in Q2 2026. 49 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

Eastern Bank held 326 shares of First Trust Large Cap Value AlphaDEX Fund worth $31.1K as of Q3 2026.
Eastern Bank left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #715 holding.
Eastern Bank first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2026 and has held it in 2 quarters since.
Eastern Bank's First Trust Large Cap Value AlphaDEX Fund position peaked at $31.6K in Q2 2026.
49 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.