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

Index Technologies 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 		– Sell
-3,438
Closed -$317K – 279
2026
Q1 		$317K Buy
+3,438
New +$315K 0.35% 100

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Index Technologies Group's FTA Position: Q2 2026 in Review

Index Technologies Group sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026, closing a stake of 3,438 shares — an estimated $317K sold.

Index Technologies Group first reported a position in FTA in Q1 2026 and held it in 1 quarter. The position peaked at $317K in Q1 2026. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Index Technologies Group reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Index Technologies Group sold 3,438 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $317K.
  • Index Technologies Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Index Technologies Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $317K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Index Technologies Group's 13F filing for Q2 2026, filed 14 Aug 2026.