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 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

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return