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First Trust Multi Cap Value AlphaDEX Fund (FAB) Institutional Ownership

First Trust Multi Cap Value AlphaDEX Fund logo
$85.11 +0.33 (+0.39%)
As of 01/17/2025 03:39 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Multi Cap Value AlphaDEX Fund (NASDAQ:FAB)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$14.00M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$17.90M
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FAB Institutional Buying and Selling by Quarter

First Trust Multi Cap Value AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Apeiron RIA LLC3,273$270K0.1%-24.9%0.205%
1/17/2025Janney Montgomery Scott LLC116,358$9.60M0.0%-1.2%7.272%
1/14/2025 626 Financial LLC40,886$3.37M1.8%-3.5%2.555%
1/14/2025 Quad Cities Investment Group LLC9,064$748K0.4%+5.6%0.567%
11/20/2024Virtu Financial LLC8,454$714K0.0%+218.9%0.512%
11/15/2024Stifel Financial Corp22,860$1.93M0.0%-69.6%1.385%
11/8/2024Moors & Cabot Inc.2,640$223K0.0%-28.2%0.160%
11/5/2024Proactive Wealth Strategies LLC7,920$669K0.4%N/A0.480%
10/30/2024Wetzel Investment Advisors Inc.5,280$446K0.2%-2.3%0.320%
10/29/2024Janney Montgomery Scott LLC117,773$9.95M0.0%-1.3%7.138%
10/24/2024PFG Investments LLC3,924$332K0.0%-13.1%0.238%
10/22/2024 International Assets Investment Management LLC66,493$5.62M0.0%+8,348.9%4.030%
10/22/2024Private Advisor Group LLC14,328$1.21M0.0%-8.3%0.868%
10/16/2024 626 Financial LLC42,359$3.58M2.0%-2.3%2.567%
10/15/2024NBC Securities Inc.8,949$756K0.1%-12.0%0.542%
10/9/2024Pacific Sun Financial Corp3,110$263K0.1%-11.4%0.188%
8/13/2024Kowal Investment Group LLC3,390$267K0.1%-3.6%0.194%
8/13/2024Benjamin F. Edwards & Company Inc.596$47K0.0%-99.1%0.034%
8/9/2024Moors & Cabot Inc.3,676$290K0.0%-59.4%0.210%
8/7/2024PFG Investments LLC4,518$356K0.0%N/A0.258%
8/5/2024Private Advisor Group LLC15,623$1.23M0.0%-4.0%0.893%
7/31/2024Commonwealth Equity Services LLC19,908$1.57M0.0%+0.9%1.138%
7/30/2024 International Assets Investment Management LLC787$62K0.0%N/A0.045%
7/26/2024Harbour Investments Inc.7,902$622K0.0%-3.7%0.452%
7/25/2024Raymond James Trust N.A.2,775$219K0.0%+14.3%0.159%
7/16/2024 Wealth Enhancement Advisory Services LLC3,553$280K0.0%-4.8%0.197%
7/16/2024Apeiron RIA LLC4,507$355K0.1%-4.4%0.250%
7/13/2024 Quad Cities Investment Group LLC8,586$676K0.4%-4.9%0.477%
5/20/2024Virtu Financial LLC3,468$286K0.0%-34.0%0.178%
5/1/2024Janney Montgomery Scott LLC121,910$10.07M0.0%-3.5%6.252%
4/29/2024Commonwealth Equity Services LLC19,737$1.63M0.0%+2.0%1.012%
4/26/2024Cottonwood Capital Advisors LLC5,043$394K0.3%-7.8%0.259%
4/25/2024Capital Investment Advisory Services LLC10,330$854K0.1%-3.8%0.530%
4/23/2024Raymond James Financial Services Advisors Inc.51,177$4.23M0.0%-2.1%2.624%
4/13/2024 Quad Cities Investment Group LLC9,030$746K0.4%+2.2%0.463%
4/5/2024NBC Securities Inc.9,720$813K0.1%+14.0%0.474%
2/26/2024Virtu Financial LLC5,253$410K0.0%-40.7%0.256%
2/12/2024Stifel Financial Corp107,994$8.43M0.0%+2.5%5.268%
2/9/2024D.A. Davidson & CO.6,089$475K0.0%-81.3%0.297%
2/8/2024Financial Advocates Investment Management36,945$2.88M0.2%-41.2%1.802%
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2/8/2024Janney Montgomery Scott LLC126,367$9.86M0.0%-5.2%6.164%
2/8/2024Pacific Sun Financial Corp3,830$299K0.2%-6.1%0.187%
2/7/2024NBC Securities Inc.8,530$665K0.1%+14.3%0.416%
2/7/2024Principal Securities Inc.32,339$2.52M0.1%N/A1.578%
2/6/2024Private Advisor Group LLC16,262$1.27M0.0%-6.8%0.793%
2/6/2024Benjamin F. Edwards & Company Inc.69,296$5.41M0.1%-12.3%3.380%
1/31/2024Wetzel Investment Advisors Inc.5,422$423K0.3%N/A0.258%
1/25/2024 International Assets Investment Management LLC21,850$1.71M0.0%N/A1.040%
1/24/2024Stratos Wealth Partners LTD.5,345$417K0.0%-6.1%0.255%
1/24/2024 International Assets Investment Management LLC21,850$1.71M0.0%N/A1.040%
1/19/2024PFG Advisors15,065$1.18M0.1%-4.7%0.717%
1/16/2024Raymond James Financial Services Advisors Inc.52,267$4.08M0.0%+0.3%2.489%
1/11/2024 626 Financial LLC44,701$3.49M2.3%-5.5%2.129%
1/10/2024 Quad Cities Investment Group LLC8,836$687K0.4%+8.3%0.421%
11/16/2023Harbour Investments Inc.3,805$265K0.0%-4.9%0.169%
11/14/2023Parkside Financial Bank & Trust600$42K0.0%N/A0.027%
11/13/2023Stifel Financial Corp105,324$7.34M0.0%-2.5%4.681%
11/13/2023LPL Financial LLC94,860$6.61M0.0%-20.8%4.216%
11/8/2023D.A. Davidson & CO.32,628$2.27M0.0%-45.3%1.450%
11/8/2023Janney Montgomery Scott LLC133,314$9.29M0.0%+1.0%5.925%
11/8/2023Moors & Cabot Inc.7,366$513K0.0%+24.4%0.327%
11/6/2023Cottonwood Capital Advisors LLC5,498$383K0.4%-6.6%0.244%
11/4/2023NBC Securities Inc.7,462$519K0.1%N/A0.332%
11/3/2023Private Advisor Group LLC17,449$1.22M0.0%-2.0%0.776%
11/2/2023Capital Investment Advisory Services LLC10,827$754K0.1%-11.1%0.481%
10/27/2023Financial Advocates Investment Management62,804$4.38M0.3%+4.2%2.791%
10/24/2023Stratos Wealth Partners LTD.5,690$396K0.0%+45.6%0.253%
10/24/2023Raymond James Financial Services Advisors Inc.52,131$3.63M0.0%-2.7%2.317%
10/24/2023Raymond James & Associates7,791$543K0.0%-18.3%0.346%
10/23/2023Commonwealth Equity Services LLC20,141$1.40M0.0%-1.6%0.876%
10/12/2023Fortress Wealth Group LLC10,612$717K0.5%+2.1%0.461%
10/11/2023 626 Financial LLC47,279$3.29M2.2%-3.4%2.056%
10/11/2023 Ignite Planners LLC9,181$620K0.2%+1.8%0.399%
10/5/2023 Quad Cities Investment Group LLC8,160$569K0.4%+10.2%0.355%
8/11/2023D.A. Davidson & CO.59,655$4.23M0.0%-3.6%2.594%
8/10/2023Osaic Holdings Inc.107,211$7.60M0.0%+138.3%4.661%
8/10/2023Commonwealth Equity Services LLC20,478$1.45M0.0%+3.0%0.890%
8/10/2023Private Advisor Group LLC17,798$1.26M0.0%-60.7%0.774%
8/10/2023Moors & Cabot Inc.5,922$420K0.0%+36.9%0.257%
8/10/2023Cetera Advisors LLC4,768$338K0.0%-4.0%0.207%
8/10/2023Fortress Wealth Group LLC10,391$784K0.5%-2.7%0.452%
8/9/2023Flow Traders U.S. LLC3,698$262K0.0%N/A0.161%
8/4/2023Cottonwood Capital Advisors LLC5,888$418K0.4%-5.5%0.256%
7/31/2023LPL Financial LLC119,789$8.50M0.0%-34.6%5.208%
7/28/2023Capital Investment Advisory Services LLC12,185$864K0.1%-3.9%0.508%
7/26/2023Janney Montgomery Scott LLC131,974$9.36M0.0%+1.4%5.499%
7/25/2023Raymond James Financial Services Advisors Inc.53,573$3.80M0.0%-4.5%2.232%
7/25/2023Raymond James & Associates9,534$676K0.0%-15.7%0.397%
7/14/2023 626 Financial LLC48,930$3.47M2.2%-0.3%2.039%
7/14/2023Integrated Advisors Network LLC3,672$260K0.0%-27.6%0.153%
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7/12/2023Pacific Sun Financial Corp4,200$293K0.2%N/A0.175%
7/12/2023 Quad Cities Investment Group LLC7,403$525K0.3%+3.7%0.308%
7/12/2023Etfidea LLC4,215$299K0.1%-4.5%0.176%
5/15/2023Gladstone Institutional Advisory LLC41,457$2.89M0.2%N/A1.337%
5/12/2023Fortress Wealth Group LLC10,674$744K0.5%+11.2%0.344%
5/11/2023Financial Advocates Investment Management60,615$4.22M0.3%+5.1%1.955%
5/10/2023Private Advisor Group LLC45,340$3.16M0.0%N/A1.463%
5/10/2023LPL Financial LLC183,052$12.76M0.0%+14.3%5.905%
5/8/2023Integrated Advisors Network LLC5,074$354K0.0%+65.0%0.164%
5/4/2023 Wealthcare Advisory Partners LLC10,768$750K0.0%N/A0.347%
(Data available from 1/1/2016 forward)

FAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FAB shares?

During the previous two years, 46 institutional investors and hedge funds held shares of First Trust Multi Cap Value AlphaDEX Fund. The most heavily invested institutionals were Janney Montgomery Scott LLC ($9.60M), AE Wealth Management LLC ($9.59M), Osaic Holdings Inc. ($7.60M), LPL Financial LLC ($6.61M), Kestra Advisory Services LLC ($5.63M), International Assets Investment Management LLC ($5.62M), and Raymond James Financial Services Advisors Inc. ($4.23M).Learn more on FAB's institutional investors.

Which institutional investors have been buying First Trust Multi Cap Value AlphaDEX Fund stock?

Of the 36 institutional investors that purchased First Trust Multi Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($137.68K), International Assets Investment Management LLC ($110.19K), Benjamin F. Edwards & Company Inc. ($82.90K), Kestra Advisory Services LLC ($81.74K), Financial Advocates Investment Management ($63.15K), Osaic Holdings Inc. ($62.22K), and D.A. Davidson & CO. ($55.94K).

How much institutional buying is happening at First Trust Multi Cap Value AlphaDEX Fund?

Institutional investors have bought a total of 817,882 shares in the last 24 months. This purchase volume represents approximately $97.14M in transactions.

Which First Trust Multi Cap Value AlphaDEX Fund major shareholders have been selling company stock?

Of the 33 institutional investors that sold First Trust Multi Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($139.50K), Raymond James Financial Services Advisors Inc. ($104.47K), Benjamin F. Edwards & Company Inc. ($82.36K), D.A. Davidson & CO. ($55.77K), Stifel Financial Corp ($55.19K), Private Advisor Group LLC ($52.14K), and Janney Montgomery Scott LLC ($33.93K).

How much institutional selling is happening at First Trust Multi Cap Value AlphaDEX Fund?

Institutional investors have sold a total of 598,361 shares in the last 24 months. This volume of shares sold represents approximately $58.50M in transactions.


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This page (NASDAQ:FAB) was last updated on 1/18/2025 by MarketBeat.com Staff
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