UBS AM
FTA icon

UBS AM’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

UBS AM’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 		$1.61M Sell
16,645
-41
-0.2% -$3.88K ﹤0.01% 2154
2026
Q1 		$1.54M Buy
16,686
+15,953
+2,176% +$1.46M ﹤0.01% 2161
2025
Q4 		$63.1K Buy
+733
New +$61.7K ﹤0.01% 2591

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 22.96% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM's FTA Position: Q2 2026 in Review

UBS AM reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.25% in Q2 2026, selling an estimated $3.88K and leaving 16,645 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

UBS AM first reported a position in FTA in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold FTA as of Q2 2026.

  • UBS AM held 16,645 shares of First Trust Large Cap Value AlphaDEX Fund worth $1.61M as of Q2 2026.
  • UBS AM sold 41 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $3.88K.
  • First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2154 holding.
  • UBS AM first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.