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

Other funds holding FTA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Key Capital Management's FTA Position: Q2 2026 in Review

Key Capital Management held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 42 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Key Capital Management first reported a position in FTA in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Key Capital Management held 42 shares of First Trust Large Cap Value AlphaDEX Fund worth $4.07K as of Q2 2026.
Key Capital Management left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #467 holding.
Key Capital Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
132 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.