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Independent Wealth Network’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Independent Wealth Network’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 		$694K Buy
7,280
+906
+14% +$91.2K 0.17% 152
2026
Q2 		$617K Buy
6,374
+1,009
+19% +$95.6K 0.16% 164
2026
Q1 		$495K Sell
5,365
-262
-5% -$24K 0.15% 165
2025
Q4 		$485K Buy
5,627
+9
+0.2% +$758 0.15% 154
2025
Q3 		$468K Buy
5,618
+48
+0.9% +$3.9K 0.15% 156
2025
Q2 		$438K Sell
5,570
-36
-0.6% -$2.69K 0.16% 152
2025
Q1 		$430K Sell
5,606
-224
-4% -$17.4K 0.17% 141
2024
Q4 		$446K Buy
5,830
+91
+2% +$7.24K 0.18% 139
2024
Q3 		$454K Buy
5,739
+1
+0% +$76 0.2% 128
2024
Q2 		$422K Sell
5,738
-7
-0.1% -$520 0.2% 132
2024
Q1 		$439K Sell
5,745
-106
-2% -$7.6K 0.21% 125
2023
Q4 		$414K Buy
5,851
+2
+0% +$132 0.22% 120
2023
Q3 		$379K Sell
5,849
-630
-10% -$42.7K 0.23% 112
2023
Q2 		$432K Sell
6,479
-132
-2% -$8.58K 0.26% 102
2023
Q1 		$439K Sell
6,611
-21
-0.3% -$1.44K 0.28% 87
2022
Q4 		$436K Sell
6,632
-246
-4% -$16K 0.3% 80
2022
Q3 		$397K Sell
6,878
-323
-4% -$20.8K 0.31% 82
2022
Q2 		$447K Sell
7,201
-932
-11% -$63.1K 0.32% 77
2022
Q1 		$574K Sell
8,133
-222
-3% -$15.5K 0.36% 73
2021
Q4 		$584K Buy
8,355
+287
+4% +$19.4K 0.36% 72
2021
Q3 		$551K Buy
+8,068
New +$533K 0.36% 78

Other funds holding FTA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Independent Wealth Network's FTA Position: Q3 2026 in Review

Independent Wealth Network increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 14% in Q3 2026, buying an estimated $91.2K and bringing the position to 7,280 shares worth $694K. The position accounts for 0.17% of the portfolio, ranked #152.

Independent Wealth Network first reported a position in FTA in Q3 2021 and has held it in 21 quarters since. 182 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

  • Independent Wealth Network held 7,280 shares of First Trust Large Cap Value AlphaDEX Fund worth $694K as of Q3 2026.
  • Independent Wealth Network bought 906 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2026, an estimated $91.2K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.17% of Independent Wealth Network's portfolio in Q3 2026, its #152 holding.
  • Independent Wealth Network first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2021 and has held it in 21 quarters since.
  • 182 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.