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 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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Midwest Financial Network's FTA Position: Q2 2026 in Review

Midwest Financial Network reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 19% in Q2 2026, selling an estimated $383K and leaving 17,658 shares worth $1.71M. The position accounts for 1.17% of the portfolio, ranked #27.

Midwest Financial Network first reported a position in FTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2025. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Midwest Financial Network held 17,658 shares of First Trust Large Cap Value AlphaDEX Fund worth $1.71M as of Q2 2026.
Midwest Financial Network sold 4,039 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $383K.
First Trust Large Cap Value AlphaDEX Fund made up 1.17% of Midwest Financial Network's portfolio in Q2 2026, its #27 holding.
Midwest Financial Network first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Midwest Financial Network's First Trust Large Cap Value AlphaDEX Fund position peaked at $2.42M in Q4 2025.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.