Vise Technologies’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Vise Technologies’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	$630K	Buy	+6,503	New	+$616K	0.01%	1029

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

Vise Technologies's FTA Position: Q2 2026 in Review

Vise Technologies opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2026: 6,503 shares worth $630K. The stake represents 0.01% of the portfolio and ranks #1029 among its holdings.

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

Vise Technologies held 6,503 shares of First Trust Large Cap Value AlphaDEX Fund worth $630K as of Q2 2026.
First Trust Large Cap Value AlphaDEX Fund was a new Vise Technologies position in Q2 2026.
First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1029 holding.
229 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.