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First Trust Large Cap Value AlphaDEX Fund (FTA) Institutional Ownership

First Trust Large Cap Value AlphaDEX Fund logo
$78.46 +1.02 (+1.32%)
As of 02/28/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Large Cap Value AlphaDEX Fund (NASDAQ:FTA)

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$230.62M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$111.43M
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FTA Institutional Buying and Selling by Quarter

First Trust Large 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
2/27/2025 ABLE Financial Group LLC7,121$544K0.2%-3.0%0.047%
2/25/2025 Armis Advisers LLC5,576$426K0.1%N/A0.037%
2/19/2025 Richmond Investment Services LLC6,716$514K0.3%N/A0.044%
2/18/2025 Focus Partners Advisor Solutions LLC2,836$217K0.0%-9.6%0.019%
2/18/2025 Mpwm Advisory Solutions LLC714$55K0.0%N/A0.005%
2/17/2025 Waverly Advisors LLC13,177$1.01M0.0%N/A0.087%
2/17/2025 Snowden Capital Advisors LLC70,255$5.37M0.2%-4.5%0.465%
2/17/2025 Royal Bank of Canada278,963$21.33M0.0%+0.4%1.847%
2/17/2025 Focus Partners Wealth3,423$262K0.0%N/A0.023%
2/17/2025 D. E. Shaw & Co. Inc.2,864$219K0.0%-31.5%0.019%
2/17/2025 Cetera Investment Advisers289,713$22.15M0.0%-0.6%1.919%
2/17/2025 Citadel Advisors LLC9,942$760K0.0%-60.9%0.066%
2/17/2025 Baird Financial Group Inc.10,206$780K0.0%-7.6%0.068%
2/17/2025 Bank of America Corp DE296,458$22.67M0.0%-0.3%1.963%
2/17/2025 Benjamin Edwards Inc.40,943$3.13M0.0%+7.4%0.271%
2/14/2025 Mercer Global Advisors Inc. ADV3,009$230K0.0%-19.0%0.020%
2/14/2025 Jane Street Group LLC28,733$2.20M0.0%+100.0%0.190%
2/14/2025 Comerica Bank9,011$689K0.0%-20.9%0.060%
2/14/2025 Three Seasons Wealth LLC8,008$612K0.3%N/A0.053%
2/14/2025 Integrated Wealth Concepts LLC200,289$15.31M0.2%+1.5%1.326%
2/14/2025 Coppell Advisory Solutions LLC70,972$5.43M0.8%-22.7%0.470%
2/14/2025 Susquehanna International Group LLP61,014$4.67M0.0%+197.4%0.404%
2/14/2025 IHT Wealth Management LLC301,256$23.03M0.7%+457.6%1.995%
2/14/2025 Stifel Financial Corp57,625$4.41M0.0%+3.5%0.382%
2/14/2025 OneDigital Investment Advisors LLC10,453$799K0.0%+21.3%0.069%
2/14/2025 Tower Research Capital LLC TRC 12,051$921K0.0%+67.9%0.080%
2/14/2025 MML Investors Services LLC14,985$1.15M0.0%+30.4%0.099%
2/14/2025 First Trust Advisors LP18,780$1.44M0.0%+15.5%0.124%
2/14/2025 GeoWealth Management LLC2,728$209K0.0%-80.2%0.018%
2/13/2025 NewEdge Advisors LLC32,433$2.48M0.0%+423.1%0.215%
2/13/2025 LaSalle St. Investment Advisors LLC17,642$1.35M0.4%N/A0.117%
2/13/2025 Rockefeller Capital Management L.P.15,873$1.21M0.0%+3.1%0.105%
2/13/2025 Kraft Davis & Associates LLC5,513$427K0.1%N/A0.037%
2/13/2025 Raymond James Financial Inc.451,761$34.54M0.0%N/A2.992%
2/13/2025 Envestnet Asset Management Inc.417,035$31.89M0.0%-23.5%2.762%
2/13/2025 Wells Fargo & Company MN213,578$16.33M0.0%-9.0%1.414%
2/12/2025 OneAscent Financial Services LLC20,331$1.56M0.1%N/A0.135%
2/12/2025 Private Portfolio Partners LLC6,893$527K0.1%-9.5%0.046%
2/12/2025 RFG Bristol Wealth Advisors LLC2,626$201K0.1%N/A0.017%
2/12/2025 StoneX Group Inc.19,239$1.47M0.1%-17.5%0.127%
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2/12/2025 FSB Premier Wealth Management Inc.30,871$2.36M0.9%-4.3%0.204%
2/12/2025 BlueChip Wealth Advisors LLC5,655$432K0.2%+100.0%0.037%
2/12/2025 Tucker Asset Management LLC2,138$163K0.0%+20.9%0.014%
2/12/2025 Orion Portfolio Solutions LLC24,929$1.91M0.0%-32.0%0.165%
2/12/2025 Blair William & Co. IL10,632$813K0.0%-19.6%0.070%
2/12/2025 JPMorgan Chase & Co.22,323$1.71M0.0%-5.4%0.148%
2/12/2025 Ausdal Financial Partners Inc.3,692$282K0.0%+23.3%0.024%
2/12/2025 Morey & Quinn Wealth Partners LLC7,680$587K0.5%N/A0.051%
2/11/2025 Sequent Planning LLC3,115$238K0.1%-4.4%0.021%
2/11/2025 LPL Financial LLC848,889$64.91M0.0%+6.5%5.622%
2/11/2025 Runnymede Capital Advisors Inc.350$27K0.0%N/A0.002%
2/11/2025 Virtu Financial LLC40,182$3.07M0.2%N/A0.266%
2/10/2025 Clearwater Capital Advisors LLC6,586$504K0.0%-14.8%0.044%
2/10/2025 Harbour Investments Inc.36,457$2.79M0.1%+3.6%0.241%
2/10/2025 Envestnet Portfolio Solutions Inc.29,174$2.23M0.0%-28.1%0.193%
2/10/2025 Commonwealth Equity Services LLC160,526$12.27M0.0%+8.7%1.063%
2/10/2025 Avantax Advisory Services Inc.123,187$9.42M0.1%-0.2%0.816%
2/7/2025 PFG Advisors29,371$2.25M0.1%+127.6%0.195%
2/7/2025 HighTower Advisors LLC7,006$536K0.0%-69.0%0.046%
2/7/2025 Independent Advisor Alliance97,873$7.48M0.1%N/A0.648%
2/7/2025 PNC Financial Services Group Inc.9,975$763K0.0%+2.0%0.066%
2/7/2025 Ashton Thomas Private Wealth LLC4,608$352K0.0%-3.2%0.031%
2/6/2025 Vestmark Advisory Solutions Inc.123,712$9.46M0.3%+0.9%0.819%
2/6/2025 Midwest Heritage Bank FSB133,126$10.18M4.7%-28.1%0.882%
2/6/2025 Raymond James Financial Inc.451,761$34.54M0.0%N/A2.992%
2/6/2025 LVZ Inc.36,153$2.76M0.4%+0.5%0.239%
2/6/2025 Atria Investments Inc38,712$2.96M0.0%+5.1%0.256%
2/6/2025 Assetmark Inc.106,063$8.11M0.0%-20.7%0.702%
2/6/2025 Synergy Investment Management LLC2,964$227K0.1%N/A0.020%
2/6/2025 Steward Partners Investment Advisory LLC10,838$829K0.0%-27.5%0.072%
2/6/2025 Keystone Wealth Services LLC10,474$801K0.2%-6.5%0.069%
2/6/2025 Jones Financial Companies Lllp4,713$360K0.0%+302.1%0.031%
2/5/2025 Private Trust Co. NA624$48K0.0%+45.1%0.004%
2/4/2025 Bank of New York Mellon Corp40,545$3.10M0.0%-43.9%0.269%
2/4/2025 Pine Valley Investments Ltd Liability Co8,153$623K0.0%-3.1%0.054%
2/4/2025 Holistic Financial Partners133,799$10.23M5.1%+2.2%0.886%
2/4/2025 IFP Advisors Inc51,947$3.97M0.1%+4.1%0.344%
2/3/2025 Sigma Planning Corp17,400$1.33M0.0%+26.1%0.115%
2/3/2025 Winebrenner Capital Management LLC12,929$989K0.8%N/A0.086%
2/3/2025 Transcend Capital Advisors LLC2,867$219K0.0%-5.2%0.019%
2/3/2025 Concurrent Investment Advisors LLC16,974$1.30M0.0%-7.1%0.112%
2/3/2025 Private Advisor Group LLC197,479$15.10M0.1%-3.5%1.308%
1/31/2025 Global Retirement Partners LLC11,591$886K0.0%-4.8%0.077%
1/31/2025 Bank of Jackson Hole Trust1,485$114K0.1%N/A0.010%
1/31/2025 Proactive Wealth Strategies LLC5,497$420K0.2%N/A0.036%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,687$1.12M0.0%N/A0.097%
1/31/2025 Atria Wealth Solutions Inc.32,023$2.45M0.0%-39.1%0.212%
1/31/2025 D.A. Davidson & CO.36,706$2.81M0.0%+0.6%0.243%
1/31/2025 Truist Financial Corp93,802$7.17M0.0%-3.9%0.621%
1/31/2025 Sanctuary Advisors LLC17,228$1.37M0.0%-17.7%0.114%
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1/30/2025 Principal Securities Inc.4,210$322K0.0%-12.3%0.028%
1/29/2025 MTM Investment Management LLC4,952$379K0.1%-15.4%0.033%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,687$1.12M0.1%N/A0.097%
1/29/2025 Eukles Asset Management9,307$712K0.3%-12.1%0.062%
1/28/2025 Kestra Private Wealth Services LLC44,916$3.43M0.1%-2.7%0.297%
1/28/2025 Moloney Securities Asset Management LLC3,331$255K0.0%-8.5%0.022%
1/28/2025 Kingsview Wealth Management LLC226,691$17.33M0.3%-7.4%1.501%
1/28/2025 Golden State Wealth Management LLC898$69K0.0%N/A0.006%
1/27/2025 Silver Oak Securities Incorporated18,153$1.38M0.1%-1.8%0.120%
1/27/2025 Financial Advocates Investment Management4,482$343K0.0%-2.8%0.030%
(Data available from 1/1/2016 forward)

FTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTA shares?

During the previous two years, 215 institutional investors and hedge funds held shares of First Trust Large Cap Value AlphaDEX Fund. The most heavily invested institutionals were UBS Group AG ($73.90M), LPL Financial LLC ($64.91M), Raymond James Financial Inc. ($34.54M), Envestnet Asset Management Inc. ($31.89M), IHT Wealth Management LLC ($23.03M), Bank of America Corp DE ($22.67M), and Cetera Investment Advisers ($22.15M).Learn more on FTA's institutional investors.

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

Of the 170 institutional investors that purchased First Trust Large Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($903.52K), International Assets Investment Management LLC ($576.09K), Kaydan Wealth Management Inc. ($379.16K), IHT Wealth Management LLC ($247.23K), Private Advisor Group LLC ($240.80K), Integrated Wealth Concepts LLC ($202.66K), and Envestnet Asset Management Inc. ($197.74K).

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

Institutional investors have bought a total of 5,464,452 shares in the last 24 months. This purchase volume represents approximately $480.89M in transactions.

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

Of the 140 institutional investors that sold First Trust Large Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kaydan Wealth Management Inc. ($381.65K), Envestnet Asset Management Inc. ($325.29K), International Assets Investment Management LLC ($261.40K), Raymond James Financial Services Advisors Inc. ($186.44K), Cetera Advisor Networks LLC ($178.15K), Truist Financial Corp ($137.67K), and Midwest Heritage Bank FSB ($125.67K).

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

Institutional investors have sold a total of 3,301,959 shares in the last 24 months. This volume of shares sold represents approximately $268.10M in transactions.


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This page (NASDAQ:FTA) was last updated on 3/2/2025 by MarketBeat.com Staff
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