Main Street Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Main Street Group’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	$34.3K	Hold	360	–	–	0.01%	336
2026 Q2	$34.8K	Hold	360	–	–	0.01%	328
2026 Q1	$33.2K	Buy	+360	New	+$33K	0.01%	328
2025 Q4	–	Sell	-360	Closed	-$30K	–	275
2025 Q3	$30K	Hold	360	–	–	0.01%	326
2025 Q2	$28.3K	Hold	360	–	–	0.01%	330
2025 Q1	$27.6K	Hold	360	–	–	0.01%	340
2024 Q4	$27.5K	Hold	360	–	–	0.01%	338
2024 Q3	$28.5K	Hold	360	–	–	0.01%	344
2024 Q2	$26.3K	Hold	360	–	–	0.01%	360
2024 Q1	$27.4K	Hold	360	–	–	0.01%	381
2023 Q4	$25.5K	Buy	+360	New	+$23.8K	0.01%	563

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

Main Street Group's FTA Position: Q3 2026 in Review

Main Street Group held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q3 2026 at 360 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #336.

Main Street Group first reported a position in FTA in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.8K in Q2 2026. 148 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

Main Street Group held 360 shares of First Trust Large Cap Value AlphaDEX Fund worth $34.3K as of Q3 2026.
Main Street Group 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 Main Street Group's portfolio in Q3 2026, its #336 holding.
Main Street Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
Main Street Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $34.8K in Q2 2026.
148 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.