FTA · Insider trading · 13F holders · Congress trades
P First Trust large Cap Value AlphaDEX Fund (FTA)
Who is buying and selling FTA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 15
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
FTA at a glance
- No open-market insider purchases or sales of FTA were filed in the last 90 days.
- 15 13F filers hold FTA among their 50 largest positions, worth $47.9M combined. The biggest bets by portfolio weight are Holistic Financial Partners (4.6%), Nearside Advisors, LLC (4.2%) and Cottonwood Capital Advisors, LLC (3.3%).
- Members of Congress have disclosed 3 FTA trades since 2015, 0 purchases and 1 sale in the past year; the latest was Michael K. Simpson (R-ID), selling $15K–50K on Aug 27, 2020.
- FTA last closed at $103.67 on Oct 30, 2026.
FTA insider trading
No open-market insider purchases or sales of FTA were filed in the last 90 days.
Who owns FTA? Hedge funds and superinvestors
15 13F filers hold FTA among their 50 largest positions, worth $47.9M combined. The biggest bets by portfolio weight are Holistic Financial Partners (4.6%), Nearside Advisors, LLC (4.2%) and Cottonwood Capital Advisors, LLC (3.3%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Kaydan Wealth Management, Inc.Wealth manager | 2.8% | $8.1M | 84,620 | -2.3% shares | Q3 2026 |
| Holistic Financial PartnersWealth manager | 4.6% | $7.6M | 78,335 | -44.3% shares | Q2 2026 |
| Nearside Advisors, LLCWealth manager | 4.2% | $5.9M | 61,799 | — | Q3 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 3.3% | $5.5M | 57,511 | -0.1% shares | Q3 2026 |
| Trueblood Wealth Management, LLCWealth manager | 1.4% | $3.9M | 41,066 | -1.0% shares | Q3 2026 |
| Midwest Heritage Bank, FSBWealth manager | 1.1% | $3.9M | 40,411 | -7.5% shares | Q3 2026 |
| Iams Wealth Management, LLCWealth manager | 0.7% | $2.6M | 26,780 | -6.5% shares | Q3 2026 |
| Triton Wealth Management, PLLCWealth manager | 0.7% | $2.2M | 23,058 | -0.4% shares | Q2 2026 |
| Fsb Premier Wealth Management, Inc.Wealth manager | 0.6% | $2.0M | 20,892 | -2.3% shares | Q2 2026 |
| Pacific Excel Wealth Advisors, Inc.Wealth manager | 1.6% | $1.5M | 15,149 | — | Q3 2026 |
| Tcfg Wealth Management, LLCWealth manager | 0.5% | $1.2M | 13,333 | — | Q1 2026 |
| Winebrenner Capital Management LLCWealth manager | 0.7% | $1.1M | 11,671 | -0.0% shares | Q3 2026 |
| RMR Capital Management, LLCWealth manager | 0.7% | $1.0M | 10,580 | -4.6% shares | Q3 2026 |
| Mpwm Advisory Solutions, LLCWealth manager | 0.4% | $938K | 9,692 | +1.2% shares | Q2 2026 |
| IFS Group,LLCWealth manager | 0.8% | $601K | 6,212 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 5, Q1 2026: 1). Screen FTA in the grand portfolio →
FTA stock trades by members of Congress
Members of Congress have disclosed 3 FTA trades since 2015, 0 purchases and 1 sale in the past year; the latest was Michael K. Simpson (R-ID), selling $15K–50K on Aug 27, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 4, 2020 | Michael K. SimpsonR-ID · House | Sale | $15K–50K | Aug 27, 2020 | +113.0% |
| Oct 11, 2015 | Michael K. SimpsonR-ID · House | Buy | $1K–15K | Sep 21, 2015 | +167.7% |
| Feb 13, 2015 | Michael K. SimpsonR-ID · House | Buy | $1K–15K | Jan 8, 2015 | +137.8% |
FTA questions and answers
Are insiders buying FTA stock?
No open-market insider purchases or sales of FTA were filed in the last 90 days.
Which hedge funds own FTA?
15 13F filers hold FTA among their 50 largest positions, worth $47.9M combined. The biggest bets by portfolio weight are Holistic Financial Partners (4.6%), Nearside Advisors, LLC (4.2%) and Cottonwood Capital Advisors, LLC (3.3%).
Has Congress traded FTA?
Members of Congress have disclosed 3 FTA trades since 2015, 0 purchases and 1 sale in the past year; the latest was Michael K. Simpson (R-ID), selling $15K–50K on Aug 27, 2020.
Who is the largest holder of FTA?
Among 13F filers, Kaydan Wealth Management, Inc. reports the largest FTA position, $8.1M (84,620 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Holistic Financial Partners's: 4.6% of its portfolio.
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