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

First Trust Multi Cap Value AlphaDEX Fund logo
$81.15 -1.06 (-1.29%)
As of 08/1/2025 03:55 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)
21
Total
Institutional Inflows
(last 12 months)
$23.47M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$21.19M
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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
8/1/2025Envestnet Asset Management Inc.5,132$417K0.0%-7.3%0.354%
7/28/2025 Harbour Investments Inc.7,501$610K0.0%-3.2%0.517%
7/24/2025 Trust Co. of Toledo NA OH348$28K0.0%N/A0.024%
7/23/2025 626 Financial LLC38,955$3.17M1.7%-2.5%2.687%
7/21/2025 Ameritas Advisory Services LLC388$32K0.0%N/A0.027%
7/18/2025 Truist Financial Corp4,366$355K0.0%-9.5%0.301%
7/17/2025 Janney Montgomery Scott LLC7,371$599K0.0%-39.8%0.508%
7/8/2025 NBC Securities Inc.9,593$779K0.1%-1.9%0.662%
5/16/2025Jones Financial Companies Lllp7,848$624K0.0%+206.2%0.541%
5/16/2025NewEdge Advisors LLC840$67K0.0%-29.9%0.058%
5/15/2025Royal Bank of Canada36,957$2.94M0.0%-1.7%2.549%
5/15/2025Baird Financial Group Inc.21,986$1.75M0.0%-0.6%1.516%
5/13/2025Raymond James Financial Inc.59,658$4.74M0.0%-0.9%4.114%
5/7/2025LPL Financial LLC50,384$4.01M0.0%+4.2%3.475%
5/6/2025Cetera Investment Advisers6,473$515K0.0%+31.7%0.446%
5/6/2025PFG Advisors15,425$1.23M0.1%+3.3%1.064%
5/5/2025Northeast Planning Associates INC. NH20,862$1.66M1.4%N/A1.439%
5/5/2025Private Advisor Group LLC11,245$894K0.0%-18.0%0.776%
4/30/2025 Stratos Wealth Partners LTD.6,195$493K0.0%+11.8%0.427%
4/29/2025Envestnet Asset Management Inc.5,538$440K0.0%-3.8%0.382%
4/29/2025Capital Investment Advisory Services LLC7,267$578K0.1%-2.6%0.501%
4/23/2025Golden State Wealth Management LLC1,994$159K0.0%+100.0%0.138%
4/22/2025 PFG Investments LLC4,055$322K0.0%-6.7%0.280%
4/17/2025 Janney Montgomery Scott LLC12,244$974K0.0%-89.5%0.844%
4/11/2025 626 Financial LLC39,974$3.18M1.6%-2.2%2.665%
4/9/2025 NBC Securities Inc.9,778$777K0.1%+108,544.4%0.652%
2/17/2025Cetera Investment Advisers4,914$405K0.0%-8.7%0.307%
2/17/2025Citadel Advisors LLC22,132$1.83M0.0%+814.2%1.383%
2/14/2025Stifel Financial Corp23,590$1.95M0.0%+3.2%1.474%
2/13/2025NewEdge Advisors LLC1,198$99K0.0%-28.9%0.075%
2/13/2025Raymond James Financial Inc.60,176$4.96M0.0%N/A3.761%
2/13/2025Envestnet Asset Management Inc.5,754$475K0.0%+95.5%0.360%
2/13/2025Wells Fargo & Company MN41,588$3.43M0.0%-7.5%2.599%
2/11/2025LPL Financial LLC48,376$3.99M0.0%+3.4%3.024%
2/10/2025 Harbour Investments Inc.7,748$639K0.0%-1.9%0.484%
2/10/2025Commonwealth Equity Services LLC25,592$2.11M0.0%+26.0%1.600%
2/7/2025PFG Advisors14,935$1.23M0.1%-0.9%0.933%
2/6/2025Raymond James Financial Inc.60,176$4.96M0.0%N/A3.761%
2/6/2025Jones Financial Companies Lllp2,563$211K0.0%+39.7%0.160%
2/3/2025Private Advisor Group LLC13,721$1.13M0.0%-4.2%0.858%
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1/31/2025 Truist Financial Corp4,750$392K0.0%N/A0.297%
1/30/2025Principal Securities Inc.22,748$1.88M0.0%-2.2%1.422%
1/28/2025Golden State Wealth Management LLC997$82K0.0%N/A0.062%
1/27/2025 Stratos Wealth Partners LTD.5,539$457K0.0%+3.1%0.346%
1/23/2025Capital Investment Advisory Services LLC7,462$615K0.1%-17.8%0.466%
1/22/2025 PFG Investments LLC4,348$359K0.0%+10.8%0.272%
1/17/2025Apeiron RIA LLC3,273$270K0.1%-24.9%0.205%
1/17/2025 Janney 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%
10/30/2024 Wetzel Investment Advisors Inc.5,280$446K0.2%-2.3%0.320%
10/29/2024 Janney Montgomery Scott LLC117,773$9.95M0.0%-1.3%7.138%
10/24/2024 PFG 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%
10/15/2024 NBC Securities Inc.8,949$756K0.1%-12.0%0.542%
10/9/2024 Pacific 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%
8/7/2024 PFG 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%
7/26/2024 Harbour 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%
5/1/2024 Janney 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%
4/26/2024 Cottonwood 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%
4/5/2024 NBC 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%
2/9/2024 D.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%
2/8/2024 Janney Montgomery Scott LLC126,367$9.86M0.0%-5.2%6.164%
2/8/2024 Pacific Sun Financial Corp3,830$299K0.2%-6.1%0.187%
2/7/2024 NBC Securities Inc.8,530$665K0.1%+14.3%0.416%
2/7/2024Principal Securities Inc.32,339$2.52M0.1%N/A1.578%
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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%
1/31/2024 Wetzel 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%
1/24/2024 Stratos 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%
(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, 50 institutional investors and hedge funds held shares of First Trust Multi Cap Value AlphaDEX Fund. The most heavily invested institutionals were Osaic Holdings Inc. ($7.60M), International Assets Investment Management LLC ($5.62M), Raymond James Financial Inc. ($4.74M), Raymond James Financial Services Advisors Inc. ($4.23M), LPL Financial LLC ($4.01M), Wells Fargo & Company MN ($3.43M), and 626 Financial LLC ($3.17M).Learn more on First Trust Multi Cap Value AlphaDEX Fund's institutional investors.

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

Of the 33 institutional investors that purchased First Trust Multi Cap Value AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($120.35K), International Assets Investment Management LLC ($110.19K), Osaic Holdings Inc. ($62.22K), Principal Securities Inc. ($32.34K), Northeast Planning Associates INC. NH ($20.86K), Citadel Advisors LLC ($19.71K), and NBC Securities Inc. ($19.49K).

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

Institutional investors have bought a total of 284,315 shares in the last 24 months. This purchase volume represents approximately $23.47M in transactions.

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

Of the 24 institutional investors that sold First Trust Multi Cap Value AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($111.99K), Benjamin F. Edwards & Company Inc. ($68.66K), Stifel Financial Corp ($52.45K), Moors & Cabot Inc. ($6.42K), Private Advisor Group LLC ($5.03K), 626 Financial LLC ($4.38K), and Wells Fargo & Company MN ($3.39K).

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

Institutional investors have sold a total of 262,896 shares in the last 24 months. This volume of shares sold represents approximately $21.19M in transactions.


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This page (NASDAQ:FAB) was last updated on 8/2/2025 by MarketBeat.com Staff
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