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 Q3	$75K	Hold	784	–	–	﹤0.01%	1600
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

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

Bessemer Group's FTA Position: Q3 2026 in Review

Bessemer Group held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q3 2026 at 784 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Bessemer Group first reported a position in FTA in Q3 2015 and has held it in 8 quarters since. The position peaked at $83K in Q4 2015. 154 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

Bessemer Group held 784 shares of First Trust Large Cap Value AlphaDEX Fund worth $75K as of Q3 2026.
Bessemer Group left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Bessemer Group's portfolio in Q3 2026, its #1600 holding.
Bessemer Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2015 and has held it in 8 quarters since.
Bessemer Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $83K in Q4 2015.
154 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.