Bessemer Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Bessemer 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	$76K	Hold	784	–	–	﹤0.01%	1584
2026 Q1	$72K	Hold	784	–	–	﹤0.01%	1581
2025 Q4	$68K	Hold	784	–	–	﹤0.01%	1560
2025 Q3	$65K	Hold	784	–	–	﹤0.01%	1365
2025 Q2	$62K	Buy	+784	New	+$58.7K	﹤0.01%	1288
2016 Q1	–	Sell	-2,151	Closed	-$83K	–	1547
2015 Q4	$83K	Hold	2,151	–	–	﹤0.01%	875
2015 Q3	$81K	Buy	+2,151	New	+$86.7K	﹤0.01%	881

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

Bessemer Group's FTA Position: Q2 2026 in Review

Bessemer Group held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q2 2026 at 784 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Bessemer Group first reported a position in FTA in Q3 2015 and has held it in 7 quarters since. The position peaked at $83K in Q4 2015. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Bessemer Group held 784 shares of First Trust Large Cap Value AlphaDEX Fund worth $76K as of Q2 2026.
Bessemer 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 Bessemer Group's portfolio in Q2 2026, its #1584 holding.
Bessemer Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2015 and has held it in 7 quarters since.
Bessemer Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $83K in Q4 2015.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.