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

First Trust Multi Cap Value AlphaDEX Fund logo
$86.48 -0.34 (-0.39%)
(As of 11/15/2024 ET)
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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)
$13.54M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$17.77M
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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
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%
8/13/2024 Kowal 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%
8/5/2024 Private 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%
7/25/2024 Raymond 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%
5/20/2024Virtu 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%
4/25/2024 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%
2/26/2024Virtu 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%
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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%
1/24/2024Stratos 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%
1/19/2024 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%
10/24/2023Stratos 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%
10/12/2023 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%
8/10/2023Commonwealth 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%
8/10/2023 Fortress Wealth Group LLC10,391$784K0.5%-2.7%0.452%
8/9/2023 Flow Traders U.S. LLC3,698$262K0.0%N/A0.161%
8/4/2023 Cottonwood Capital Advisors LLC5,888$418K0.4%-5.5%0.256%
7/31/2023 LPL Financial LLC119,789$8.50M0.0%-34.6%5.208%
7/28/2023 Capital Investment Advisory Services LLC12,185$864K0.1%-3.9%0.508%
7/26/2023 Janney 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%
7/14/2023 Integrated Advisors Network LLC3,672$260K0.0%-27.6%0.153%
7/12/2023 Pacific Sun Financial Corp4,200$293K0.2%N/A0.175%
7/12/2023 Quad Cities Investment Group LLC7,403$525K0.3%+3.7%0.308%
7/12/2023 Etfidea LLC4,215$299K0.1%-4.5%0.176%
5/15/2023 Gladstone Institutional Advisory LLC41,457$2.89M0.2%N/A1.337%
5/12/2023 Fortress Wealth Group LLC10,674$744K0.5%+11.2%0.344%
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5/11/2023 Financial Advocates Investment Management60,615$4.22M0.3%+5.1%1.955%
5/10/2023 Private Advisor Group LLC45,340$3.16M0.0%N/A1.463%
5/10/2023 LPL Financial LLC183,052$12.76M0.0%+14.3%5.905%
5/8/2023 Integrated Advisors Network LLC5,074$354K0.0%+65.0%0.164%
5/4/2023 Wealthcare Advisory Partners LLC10,768$750K0.0%N/A0.347%
4/28/2023 Ameritas Advisory Services LLC2,055$143K0.0%-44.9%0.066%
4/27/2023Stratos Wealth Partners LTD.3,904$272K0.0%+6.8%0.126%
4/27/2023Benjamin F. Edwards & Company Inc.79,441$5.54M0.2%-4.7%2.563%
4/25/2023 D.A. Davidson & CO.61,861$4.31M0.0%+0.3%1.996%
4/21/2023 Kowal Investment Group LLC3,691$257K0.1%-14.1%0.121%
(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 ($9.95M), 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 35 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 811,598 shares in the last 24 months. This purchase volume represents approximately $96.61M 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 ($32.51K).

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

Institutional investors have sold a total of 594,385 shares in the last 24 months. This volume of shares sold represents approximately $58.17M in transactions.


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This page (NASDAQ:FAB) was last updated on 11/17/2024 by MarketBeat.com Staff
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