Nearside Advisors, LLC’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Nearside Advisors, 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	$5.89M	Buy	+61,799	New	+$6.22M	4.21%	5

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

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Nearside Advisors, LLC's FTA Position: Q3 2026 in Review

Nearside Advisors, LLC opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2026: 61,799 shares worth $5.89M. The stake represents 4.21% of the portfolio and ranks #5 among its holdings.

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

Nearside Advisors, LLC held 61,799 shares of First Trust Large Cap Value AlphaDEX Fund worth $5.89M as of Q3 2026.
First Trust Large Cap Value AlphaDEX Fund was a new Nearside Advisors, LLC position in Q3 2026.
First Trust Large Cap Value AlphaDEX Fund made up 4.21% of Nearside Advisors, LLC's portfolio in Q3 2026, its #5 holding.
40 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Nearside Advisors, LLC's 13F filing for Q3 2026, filed 20 Oct 2026.