Kaydan Wealth Management
FTA icon

Kaydan Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Kaydan Wealth Management’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 		$8.06M Sell
84,620
-1,991
-2% -$200K 2.77% 8
2026
Q2 		$8.38M Sell
86,611
-2,213
-2% -$210K 2.55% 10
2026
Q1 		$8.2M Sell
88,824
-427
-0.5% -$39.1K 2.74% 10
2025
Q4 		$7.69M Buy
89,251
+107
+0.1% +$9.01K 2.23% 9
2025
Q3 		$7.43M Sell
89,144
-2,129
-2% -$173K 2.12% 10
2025
Q2 		$7.18M Sell
91,273
-185,196
-67% -$13.9M 2.35% 9
2025
Q1 		$21.2M Buy
276,469
+484
+0.2% +$37.6K 6.8% 6
2024
Q4 		$21.1M Sell
275,985
-98,131
-26% -$7.81M 7.02% 6
2024
Q3 		$29.6M Sell
374,116
-5,044
-1% -$386K 8.74% 2
2024
Q2 		$27.9M Buy
379,160
+91,805
+32% +$6.82M 9.89% 2
2024
Q1 		$21.9M Buy
+287,355
New +$20.6M 7.48% 6
2023
Q2 		– Sell
-6,424
Closed -$427K – 92
2023
Q1 		$427K Sell
6,424
-278,471
-98% -$19.1M 0.17% 55
2022
Q4 		$18.7M Buy
+284,895
New +$18.5M 7.5% 4

Other funds holding FTA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NAL
Nearside Advisors, LLC Indianapolis, Indiana $140M AUM
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Midwest Heritage Bank
Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Pacific Excel Wealth Advisors
Pacific Excel Wealth Advisors Walnut Creek, California $90.1M AUM 21.01% 1-Year Est. Return

Kaydan Wealth Management's FTA Position: Q3 2026 in Review

Kaydan Wealth Management reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 2.3% in Q3 2026, selling an estimated $200K and leaving 84,620 shares worth $8.06M. The position accounts for 2.77% of the portfolio, ranked #8.

Kaydan Wealth Management first reported a position in FTA in Q4 2022 and has held it in 13 quarters since. The position peaked at $29.6M in Q3 2024. 58 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

  • Kaydan Wealth Management held 84,620 shares of First Trust Large Cap Value AlphaDEX Fund worth $8.06M as of Q3 2026.
  • Kaydan Wealth Management sold 1,991 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2026, an estimated $200K.
  • First Trust Large Cap Value AlphaDEX Fund made up 2.77% of Kaydan Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Kaydan Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2022 and has held it in 13 quarters since.
  • Kaydan Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $29.6M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.