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 Q2	$29.9K	Sell	309 -49	-14%	-$4.64K	﹤0.01%	3738
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Russell Investments Group's FTA Position: Q2 2026 in Review

Russell Investments Group reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 14% in Q2 2026, selling an estimated $4.64K and leaving 309 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3738.

Russell Investments Group first reported a position in FTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.1K in Q1 2026. 229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Russell Investments Group held 309 shares of First Trust Large Cap Value AlphaDEX Fund worth $29.9K as of Q2 2026.
Russell Investments Group sold 49 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $4.64K.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3738 holding.
Russell Investments Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Russell Investments Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $33.1K in Q1 2026.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.