TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

TIAA-CREF Individual & Institutional Services’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
Q3 		$369K Buy
+3,876
New +$390K ﹤0.01% 532

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's FTA Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2026: 3,876 shares worth $369K. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings.

200 funds tracked by Wall St. Rank hold FTA as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 3,876 shares of First Trust Large Cap Value AlphaDEX Fund worth $369K as of Q3 2026.
  • First Trust Large Cap Value AlphaDEX Fund was a new TIAA-CREF Individual & Institutional Services position in Q3 2026.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #532 holding.
  • 200 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.