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

Russell Investments 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 Q1	$33.1K	Buy	358 +61	+21%	+$5.59K	﹤0.01%	3456
2025 Q4	$25.6K	Hold	297	–	–	﹤0.01%	3540
2025 Q3	$24.7K	Hold	297	–	–	﹤0.01%	3533
2025 Q2	$23.4K	Sell	297 -4	-1%	-$299	﹤0.01%	3157
2025 Q1	$23.1K	Hold	301	–	–	﹤0.01%	3080
2024 Q4	$23K	Buy	301 +31	+11%	+$2.47K	﹤0.01%	2976
2024 Q3	$21.4K	Buy	+270	New	+$20.6K	﹤0.01%	2941

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

Russell Investments Group's FTA Position: Q1 2026 in Review

Russell Investments Group increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 21% in Q1 2026, buying an estimated $5.59K and bringing the position to 358 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3456.

Russell Investments Group first reported a position in FTA in Q3 2024 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold FTA as of Q1 2026.

Russell Investments Group held 358 shares of First Trust Large Cap Value AlphaDEX Fund worth $33.1K as of Q1 2026.
Russell Investments Group bought 61 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $5.59K.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #3456 holding.
Russell Investments Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
218 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.