Midwest Financial Network’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Midwest Financial Network’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	$788K	Sell	8,268 -9,390	-53%	-$945K	0.54%	55
2026 Q2	$1.71M	Sell	17,658 -4,039	-19%	-$383K	1.17%	27
2026 Q1	$2M	Sell	21,697 -6,413	-23%	-$587K	1.59%	21
2025 Q4	$2.42M	Buy	28,110 +896	+3%	+$75.5K	1.87%	22
2025 Q3	$2.27M	Buy	27,214 +5,837	+27%	+$475K	1.84%	21
2025 Q2	$1.68M	Sell	21,377 -292	-1%	-$21.9K	1.67%	25
2025 Q1	$1.66M	Buy	21,669 +556	+3%	+$43.1K	1.66%	26
2024 Q4	$1.61M	Buy	+21,113	New	+$1.68M	1.68%	25

Other funds holding FTA

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Midwest Financial Network's FTA Position: Q3 2026 in Review

Midwest Financial Network reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 53% in Q3 2026, selling an estimated $945K and leaving 8,268 shares worth $788K. The position accounts for 0.54% of the portfolio, ranked #55.

Midwest Financial Network first reported a position in FTA in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2025. 154 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

Midwest Financial Network held 8,268 shares of First Trust Large Cap Value AlphaDEX Fund worth $788K as of Q3 2026.
Midwest Financial Network sold 9,390 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2026, an estimated $945K.
First Trust Large Cap Value AlphaDEX Fund made up 0.54% of Midwest Financial Network's portfolio in Q3 2026, its #55 holding.
Midwest Financial Network first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's First Trust Large Cap Value AlphaDEX Fund position peaked at $2.42M in Q4 2025.
154 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.