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

First Trust Multi Cap Value AlphaDEX Fund logo
$82.43 -1.38 (-1.65%)
As of 02/21/2025 03:58 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)
17
Total
Institutional Inflows
(last 12 months)
$20.35M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$12.92M
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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
2/17/2025 Cetera Investment Advisers4,914$405K0.0%-8.7%0.307%
2/17/2025 Citadel Advisors LLC22,132$1.83M0.0%+814.2%1.383%
2/14/2025 Stifel Financial Corp23,590$1.95M0.0%+3.2%1.474%
2/13/2025 NewEdge Advisors LLC1,198$99K0.0%-28.9%0.075%
2/13/2025 Raymond James Financial Inc.60,176$4.96M0.0%N/A3.761%
2/13/2025 Envestnet Asset Management Inc.5,754$475K0.0%+95.5%0.360%
2/13/2025 Wells Fargo & Company MN41,588$3.43M0.0%-7.5%2.599%
2/11/2025 LPL Financial LLC48,376$3.99M0.0%+3.4%3.024%
2/10/2025 Harbour Investments Inc.7,748$639K0.0%-1.9%0.484%
2/10/2025 Commonwealth Equity Services LLC25,592$2.11M0.0%+26.0%1.600%
2/7/2025 PFG Advisors14,935$1.23M0.1%-0.9%0.933%
2/6/2025 Raymond James Financial Inc.60,176$4.96M0.0%N/A3.761%
2/6/2025 Jones Financial Companies Lllp2,563$211K0.0%+39.7%0.160%
2/3/2025 Private Advisor Group LLC13,721$1.13M0.0%-4.2%0.858%
1/31/2025 Truist Financial Corp4,750$392K0.0%N/A0.297%
1/30/2025 Principal Securities Inc.22,748$1.88M0.0%-2.2%1.422%
1/28/2025 Golden State Wealth Management LLC997$82K0.0%N/A0.062%
1/27/2025 Stratos Wealth Partners LTD.5,539$457K0.0%+3.1%0.346%
1/23/2025 Capital Investment Advisory Services LLC7,462$615K0.1%-17.8%0.466%
1/22/2025 PFG Investments LLC4,348$359K0.0%+10.8%0.272%
1/17/2025 Apeiron 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%
11/20/2024 Virtu Financial LLC8,454$714K0.0%+218.9%0.512%
11/15/2024 Stifel Financial Corp22,860$1.93M0.0%-69.6%1.385%
11/8/2024 Moors & Cabot Inc.2,640$223K0.0%-28.2%0.160%
11/5/2024 Proactive 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%
10/22/2024 Private 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%
8/9/2024 Moors & Cabot Inc.3,676$290K0.0%-59.4%0.210%
8/7/2024 PFG Investments LLC4,518$356K0.0%N/A0.258%
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8/5/2024 Private Advisor Group LLC15,623$1.23M0.0%-4.0%0.893%
7/31/2024 Commonwealth 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%
7/16/2024 Apeiron RIA LLC4,507$355K0.1%-4.4%0.250%
7/13/2024 Quad Cities Investment Group LLC8,586$676K0.4%-4.9%0.477%
5/20/2024 Virtu Financial LLC3,468$286K0.0%-34.0%0.178%
5/1/2024 Janney Montgomery Scott LLC121,910$10.07M0.0%-3.5%6.252%
4/29/2024 Commonwealth 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%
4/25/2024 Capital 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%
2/26/2024 Virtu Financial LLC5,253$410K0.0%-40.7%0.256%
2/12/2024 Stifel 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%
2/8/2024 Financial 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%
2/7/2024 Principal Securities Inc.32,339$2.52M0.1%N/A1.578%
2/6/2024 Private 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%
1/19/2024 PFG 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%
11/16/2023 Harbour Investments Inc.3,805$265K0.0%-4.9%0.169%
11/14/2023 Parkside Financial Bank & Trust600$42K0.0%N/A0.027%
11/13/2023 Stifel Financial Corp105,324$7.34M0.0%-2.5%4.681%
11/13/2023 LPL Financial LLC94,860$6.61M0.0%-20.8%4.216%
11/8/2023 D.A. Davidson & CO.32,628$2.27M0.0%-45.3%1.450%
11/8/2023 Janney Montgomery Scott LLC133,314$9.29M0.0%+1.0%5.925%
11/8/2023 Moors & Cabot Inc.7,366$513K0.0%+24.4%0.327%
11/6/2023 Cottonwood Capital Advisors LLC5,498$383K0.4%-6.6%0.244%
11/4/2023 NBC Securities Inc.7,462$519K0.1%N/A0.332%
11/3/2023 Private Advisor Group LLC17,449$1.22M0.0%-2.0%0.776%
11/2/2023 Capital Investment Advisory Services LLC10,827$754K0.1%-11.1%0.481%
10/27/2023 Financial Advocates Investment Management62,804$4.38M0.3%+4.2%2.791%
10/24/2023 Stratos 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%
10/23/2023 Commonwealth Equity Services LLC20,141$1.40M0.0%-1.6%0.876%
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10/12/2023 Fortress 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%
8/11/2023 D.A. Davidson & CO.59,655$4.23M0.0%-3.6%2.594%
8/10/2023 Osaic Holdings Inc.107,211$7.60M0.0%+138.3%4.661%
8/10/2023 Commonwealth Equity Services LLC20,478$1.45M0.0%+3.0%0.890%
8/10/2023 Private Advisor Group LLC17,798$1.26M0.0%-60.7%0.774%
8/10/2023 Moors & Cabot Inc.5,922$420K0.0%+36.9%0.257%
8/10/2023Cetera Advisors LLC4,768$338K0.0%-4.0%0.207%
(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, 53 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), International Assets Investment Management LLC ($5.62M), Raymond James Financial Inc. ($4.96M), Raymond James Financial Services Advisors Inc. ($4.23M), and LPL Financial LLC ($3.99M).Learn more on FAB's institutional investors.

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

Of the 37 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), Raymond James Financial Inc. ($120.35K), International Assets Investment Management LLC ($110.19K), Osaic Holdings Inc. ($62.22K), Private Advisor Group LLC ($45.34K), Gladstone Institutional Advisory LLC ($41.46K), and Principal Securities Inc. ($32.34K).

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

Institutional investors have bought a total of 689,267 shares in the last 24 months. This purchase volume represents approximately $70.75M in transactions.

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

Of the 36 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 ($88.19K), Benjamin F. Edwards & Company Inc. ($82.36K), D.A. Davidson & CO. ($55.77K), Stifel Financial Corp ($55.19K), Private Advisor Group LLC ($31.63K), Financial Advocates Investment Management ($25.86K), and Janney Montgomery Scott LLC ($14.41K).

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

Institutional investors have sold a total of 404,152 shares in the last 24 months. This volume of shares sold represents approximately $31.36M in transactions.


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This page (NASDAQ:FAB) was last updated on 2/22/2025 by MarketBeat.com Staff
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