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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Main Street Group's FTA Position: Q2 2026 in Review

Main Street Group held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 360 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #328.

Main Street Group first reported a position in FTA in Q4 2023 and has held it in 10 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Main Street Group held 360 shares of First Trust Large Cap Value AlphaDEX Fund worth $34.8K as of Q2 2026.
Main Street Group 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 Main Street Group's portfolio in Q2 2026, its #328 holding.
Main Street Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2023 and has held it in 10 quarters since.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.