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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kaydan Wealth Management's FTA Position: Q1 2026 in Review

Kaydan Wealth Management reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.48% in Q1 2026, selling an estimated $39.1K and leaving 88,824 shares worth $8.2M. The position accounts for 2.74% of the portfolio, ranked #10.

Kaydan Wealth Management first reported a position in FTA in Q4 2022 and has held it in 11 quarters since. The position peaked at $29.6M in Q3 2024. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

Kaydan Wealth Management held 88,824 shares of First Trust Large Cap Value AlphaDEX Fund worth $8.2M as of Q1 2026.
Kaydan Wealth Management sold 427 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $39.1K.
First Trust Large Cap Value AlphaDEX Fund made up 2.74% of Kaydan Wealth Management's portfolio in Q1 2026, its #10 holding.
Kaydan Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2022 and has held it in 11 quarters since.
Kaydan Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $29.6M in Q3 2024.
218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.