Mercer Global Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Mercer Global Advisors’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 Q1	$668K	Buy	7,230 +4,442	+159%	+$407K	﹤0.01%	1788
2025 Q4	$240K	Buy	+2,788	New	+$235K	﹤0.01%	2415
2025 Q3	–	Sell	-3,009	Closed	-$237K	–	2676
2025 Q2	$237K	Hold	3,009	–	–	﹤0.01%	1995
2025 Q1	$231K	Hold	3,009	–	–	﹤0.01%	1889
2024 Q4	$230K	Sell	3,009 -708	-19%	-$56.3K	﹤0.01%	1893
2024 Q3	$294K	Hold	3,717	–	–	﹤0.01%	1616
2024 Q2	$274K	Hold	3,717	–	–	﹤0.01%	1624
2024 Q1	$284K	Hold	3,717	–	–	﹤0.01%	1594
2023 Q4	$263K	Hold	3,717	–	–	﹤0.01%	1688
2023 Q3	$241K	Hold	3,717	–	–	﹤0.01%	1662
2023 Q2	$248K	Hold	3,717	–	–	﹤0.01%	1622
2023 Q1	$247K	Buy	3,717 +505	+16%	+$34.6K	﹤0.01%	1619
2022 Q4	$211K	Buy	+3,212	New	+$208K	﹤0.01%	1684

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors's FTA Position: Q1 2026 in Review

Mercer Global Advisors increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 159% in Q1 2026, buying an estimated $407K and bringing the position to 7,230 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Mercer Global Advisors first reported a position in FTA in Q4 2022 and has held it in 13 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

Mercer Global Advisors held 7,230 shares of First Trust Large Cap Value AlphaDEX Fund worth $668K as of Q1 2026.
Mercer Global Advisors bought 4,442 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $407K.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1788 holding.
Mercer Global Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2022 and has held it in 13 quarters since.
218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.