IFG
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Independent Financial Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Independent Financial Group’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 		$718K Sell
7,538
-211
-3% -$21.2K 0.01% 820
2026
Q2 		$750K Sell
7,749
-1,518
-16% -$144K 0.01% 811
2026
Q1 		$856K Sell
9,267
-1,209
-12% -$111K 0.02% 682
2025
Q4 		$903K Buy
10,476
+596
+6% +$50.2K 0.02% 660
2025
Q3 		$823K Buy
9,880
+440
+5% +$35.8K 0.02% 669
2025
Q2 		$742K Buy
9,440
+72
+0.8% +$5.39K 0.02% 639
2025
Q1 		$719K Buy
9,368
+544
+6% +$42.2K 0.02% 578
2024
Q4 		$675K Buy
8,824
+224
+3% +$17.8K 0.02% 598
2024
Q3 		$681K Sell
8,600
-72
-0.8% -$5.5K 0.03% 556
2024
Q2 		$638K Buy
8,672
+629
+8% +$46.7K 0.03% 531
2024
Q1 		$614K Sell
8,043
-2,432
-23% -$174K 0.03% 515
2023
Q4 		$742K Buy
10,475
+49
+0.5% +$3.24K 0.04% 444
2023
Q3 		$675K Buy
10,426
+630
+6% +$42.7K 0.04% 419
2023
Q2 		$653K Sell
9,796
-2,400
-20% -$156K 0.05% 412
2023
Q1 		$810K Buy
12,196
+1,165
+11% +$79.8K 0.06% 333
2022
Q4 		$726K Sell
11,031
-77
-0.7% -$5K 0.06% 328
2022
Q3 		$641K Buy
11,108
+1,626
+17% +$105K 0.06% 327
2022
Q2 		$589K Buy
9,482
+599
+7% +$40.6K 0.06% 334
2022
Q1 		$626K Sell
8,883
-123
-1% -$8.6K 0.05% 360
2021
Q4 		$629K Buy
9,006
+1,754
+24% +$119K 0.05% 358
2021
Q3 		$467K Buy
7,252
+639
+10% +$42.2K 0.05% 382
2021
Q2 		$434K Buy
6,613
+1,617
+32% +$107K 0.05% 411
2021
Q1 		$318K Buy
+4,996
New +$298K 0.04% 450

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
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 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
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Independent Financial Group's FTA Position: Q3 2026 in Review

Independent Financial Group reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 2.7% in Q3 2026, selling an estimated $21.2K and leaving 7,538 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #820.

Independent Financial Group first reported a position in FTA in Q1 2021 and has held it in 23 quarters since. The position peaked at $903K in Q4 2025. 13 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

  • Independent Financial Group held 7,538 shares of First Trust Large Cap Value AlphaDEX Fund worth $718K as of Q3 2026.
  • Independent Financial Group sold 211 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2026, an estimated $21.2K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #820 holding.
  • Independent Financial Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2021 and has held it in 23 quarters since.
  • Independent Financial Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $903K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.