Silver Grove Financial Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Silver Grove Financial 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	$11.3K	Buy	+117	New	+$11.1K	0.01%	843

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 22.96% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Silver Grove Financial Group's FTA Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 117 shares worth $11.3K. The stake represents 0.01% of the portfolio and ranks #843 among its holdings.

229 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

Silver Grove Financial Group held 117 shares of First Trust Large Cap Value AlphaDEX Fund worth $11.3K as of Q2 2026.
First Trust Large Cap Value AlphaDEX Fund was a new Silver Grove Financial Group position in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #843 holding.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.