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Plante Moran Financial Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Plante Moran Financial 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
Q2 		$43.4K Buy
+448
New +$42.4K ﹤0.01% 372
2020
Q1 		– Sell
-37
Closed -$2K – 772
2019
Q4 		$2K Buy
+37
New +$1.98K ﹤0.01% 683

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 22.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Plante Moran Financial Advisors's FTA Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 448 shares worth $43.4K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FTA as recently as Q4 2019.

Plante Moran Financial Advisors first reported a position in FTA in Q4 2019 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • Plante Moran Financial Advisors held 448 shares of First Trust Large Cap Value AlphaDEX Fund worth $43.4K as of Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund was a new Plante Moran Financial Advisors position in Q2 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #372 holding.
  • Plante Moran Financial Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.