FFA
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Farther Finance Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Farther Finance Advisors’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 		$113K Sell
1,183
-67
-5% -$6.75K ﹤0.01% 2767
2026
Q2 		$121K Sell
1,250
-5,214
-81% -$494K ﹤0.01% 2578
2026
Q1 		$595K Buy
6,464
+5,263
+438% +$482K 0.01% 1278
2025
Q4 		$103K Hold
1,201
– – ﹤0.01% 2327
2025
Q3 		$100K Sell
1,201
-180
-13% -$14.6K ﹤0.01% 2041
2025
Q2 		$109K Buy
1,381
+916
+197% +$68.5K ﹤0.01% 1722
2025
Q1 		$35.6K Buy
465
+380
+447% +$29.5K ﹤0.01% 2076
2024
Q4 		$6.5K Sell
85
-8
-9% -$637 ﹤0.01% 2555
2024
Q3 		$7.36K Sell
93
-7
-7% -$535 ﹤0.01% 2488
2024
Q2 		$7.32K Sell
100
-7
-7% -$520 ﹤0.01% 2205
2024
Q1 		$8.13K Sell
107
-12
-10% -$861 ﹤0.01% 1845
2023
Q4 		$8.43K Hold
119
– – ﹤0.01% 1695
2023
Q3 		$7.71K Hold
119
– – ﹤0.01% 1370
2023
Q2 		$7.93K Hold
119
– – ﹤0.01% 1269
2023
Q1 		$7.9K Hold
119
– – ﹤0.01% 1196
2022
Q4 		$7.83K Buy
+119
New +$7.72K ﹤0.01% 1029

Other funds holding FTA

KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's FTA Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 5.4% in Q3 2026, selling an estimated $6.75K and leaving 1,183 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Farther Finance Advisors first reported a position in FTA in Q4 2022 and has held it in 16 quarters since. The position peaked at $595K in Q1 2026. 10 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

  • Farther Finance Advisors held 1,183 shares of First Trust Large Cap Value AlphaDEX Fund worth $113K as of Q3 2026.
  • Farther Finance Advisors sold 67 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2026, an estimated $6.75K.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2767 holding.
  • Farther Finance Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $595K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.