Key Capital Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Key Capital 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	$4K	Hold	42	–	–	﹤0.01%	500
2026 Q2	$4.07K	Hold	42	–	–	﹤0.01%	467
2026 Q1	$3.88K	Buy	+42	New	+$3.85K	﹤0.01%	427

Other funds holding FTA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Nearside Advisors Indianapolis, Indiana $140M AUM

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Key Capital Management's FTA Position: Q3 2026 in Review

Key Capital Management held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q3 2026 at 42 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Key Capital Management first reported a position in FTA in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.07K in Q2 2026. 139 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

Key Capital Management held 42 shares of First Trust Large Cap Value AlphaDEX Fund worth $4K as of Q3 2026.
Key Capital Management left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #500 holding.
Key Capital Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2026 and has held it in 3 quarters since.
Key Capital Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $4.07K in Q2 2026.
139 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.