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

First Trust Large Cap Value AlphaDEX Fund logo
$81.37 +0.35 (+0.43%)
(As of 10:09 AM ET)
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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)
96
Total
Institutional Inflows
(last 12 months)
$143.30M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$78.68M
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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
11/15/2024 MML Investors Services LLC11,495$910K0.0%+3.9%0.074%
11/15/2024 Orion Portfolio Solutions LLC36,639$2.90M0.1%+14.2%0.237%
11/15/2024 Jane Street Group LLC14,368$1.14M0.0%N/A0.093%
11/15/2024 Stifel Financial Corp55,652$4.40M0.0%-7.5%0.360%
11/15/2024 IHT Wealth Management LLC54,029$4.28M0.1%-1.5%0.350%
11/15/2024 Integrated Wealth Concepts LLC197,380$15.62M0.2%-0.3%1.278%
11/15/2024 HighTower Advisors LLC22,595$1.79M0.0%-2.7%0.146%
11/15/2024 Benjamin Edwards Inc.38,132$3.02M0.0%+1,116.7%0.247%
11/14/2024 Flow Traders U.S. LLC3,601$285K0.0%N/A0.023%
11/14/2024 Rockefeller Capital Management L.P.15,400$1.22M0.0%-7.4%0.100%
11/13/2024 FMR LLC3,341$264K0.0%-8.5%0.022%
11/13/2024 D.A. Davidson & CO.36,505$2.89M0.0%-0.9%0.236%
11/13/2024 Elios Financial Group Inc.5,006$396K0.2%N/A0.032%
11/12/2024 StoneX Group Inc.23,331$1.85M0.2%-24.0%0.151%
11/12/2024 Kingsview Wealth Management LLC244,904$19.38M0.4%-12.9%1.585%
11/12/2024 Great Valley Advisor Group Inc.12,428$984K0.0%+6.0%0.080%
11/12/2024 Blackhawk Capital Partners LLC.18,626$1.47M0.8%-0.8%0.121%
11/9/2024 STAR Financial Bank3,475$275K0.2%-34.4%0.022%
11/8/2024 Prospera Financial Services Inc49,410$3.91M0.1%+10.0%0.320%
11/7/2024 Tidemark LLC3,423$271K0.1%-43.0%0.022%
11/7/2024 Holistic Financial Partners130,940$10.36M5.0%+2.9%0.848%
11/6/2024 1776 Wealth LLC5,117$405K0.2%-14.1%0.033%
11/6/2024 OneDigital Investment Advisors LLC8,621$682K0.0%+27.6%0.056%
11/6/2024 Schrum Private Wealth Management LLC4,560$361K0.2%N/A0.030%
11/6/2024 Oppenheimer & Co. Inc.7,827$619K0.0%-5.4%0.051%
11/5/2024 Ashton Thomas Private Wealth LLC4,758$377K0.0%-15.2%0.031%
11/5/2024 Harbour Investments Inc.35,177$2.78M0.1%-4.5%0.228%
11/5/2024 Apollon Wealth Management LLC5,949$471K0.0%+8.6%0.039%
11/4/2024 Cottonwood Capital Advisors LLC68,113$5.39M4.0%-10.1%0.441%
11/4/2024 Tyler Stone Wealth Management7,005$554K0.1%+100.4%0.045%
11/4/2024 Sigma Planning Corp13,803$1.09M0.0%-4.1%0.089%
11/1/2024 Atria Investments Inc36,847$2.92M0.0%+7.0%0.238%
11/1/2024 Assetmark Inc.133,805$10.59M0.0%+10.7%0.866%
10/31/2024 Walkner Condon Financial Advisors LLC4,534$359K0.1%+13.0%0.029%
10/31/2024 Concurrent Investment Advisors LLC18,271$1.45M0.0%+8.8%0.118%
10/30/2024 Moloney Securities Asset Management LLC3,640$288K0.0%-5.9%0.024%
10/30/2024 World Equity Group Inc.9,822$777K0.3%-40.0%0.064%
10/29/2024 Janney Montgomery Scott LLC75,732$5.99M0.0%+3.0%0.490%
10/29/2024 Chicago Partners Investment Group LLC16,877$1.33M0.0%-2.7%0.109%
10/28/2024 Gladstone Institutional Advisory LLC7,269$575K0.0%-12.7%0.047%
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10/28/2024 US Bancorp DE2,009$159K0.0%-12.1%0.013%
10/25/2024 Financial Advocates Investment Management4,610$365K0.0%-6.0%0.030%
10/25/2024 Strategic Blueprint LLC5,680$449K0.0%-22.7%0.037%
10/25/2024 Gateway Wealth Partners LLC35,016$2.77M0.8%-2.4%0.227%
10/24/2024 Arkadios Wealth Advisors61,423$4.86M0.3%-8.6%0.399%
10/23/2024 Trueblood Wealth Management LLC33,608$2.66M1.3%+30.1%0.218%
10/22/2024 International Assets Investment Management LLC264,785$20.95M0.0%+7,813.5%1.719%
10/22/2024 Private Advisor Group LLC204,653$16.19M0.1%-4.3%1.329%
10/22/2024 Sequoia Financial Advisors LLC2,716$215K0.0%N/A0.018%
10/19/2024Midwest Heritage Bank FSB185,042$14.64M6.9%-1.4%1.202%
10/18/2024Raymond James & Associates189,714$15.01M0.0%-4.5%1.232%
10/16/2024 Secure Asset Management LLC54,956$4.35M0.7%+2.0%0.357%
10/16/2024 Global Retirement Partners LLC12,180$964K0.0%+6.7%0.079%
10/16/2024 Good Life Advisors LLC4,634$367K0.0%N/A0.030%
10/16/2024 Kowal Investment Group LLC49,735$3.94M0.7%+0.4%0.324%
10/16/2024 Kaydan Wealth Management Inc.374,116$29.60M8.7%-1.3%2.437%
10/16/2024 SeaCrest Wealth Management LLC2,544$201K0.0%N/A0.017%
10/16/2024 Asset Dedication LLC343$27K0.0%-66.1%0.002%
10/16/2024 626 Financial LLC2,645$209K0.1%N/A0.017%
10/15/2024 Keystone Wealth Services LLC11,203$886K0.2%-7.2%0.073%
10/15/2024 NBC Securities Inc.16,227$1.28M0.1%-22.6%0.106%
10/11/2024 Iams Wealth Management LLC44,266$3.50M1.7%+8.0%0.242%
10/11/2024 Wesbanco Bank Inc.3,284$260K0.0%N/A0.018%
10/10/2024 Koshinski Asset Management Inc.2,986$236K0.0%-5.0%0.016%
10/8/2024 City Center Advisors LLC13,780$1.09M1.2%-34.0%0.090%
10/7/2024 SignalPoint Asset Management LLC16,409$1.30M0.3%-27.7%0.107%
10/3/2024 Private Client Services LLC4,897$388K0.2%N/A0.031%
10/3/2024 Park Avenue Securities LLC24,747$1.96M0.0%-8.4%0.157%
9/5/2024Sanctuary Advisors LLC19,940$1.47M0.0%N/A0.127%
8/22/2024 Cetera Investment Advisers300,173$22.09M0.1%+0.7%1.906%
8/21/2024 Truist Financial Corp97,713$7.19M0.0%+0.9%0.620%
8/19/2024B. Riley Wealth Advisors Inc.6,575$484K0.0%-50.3%0.042%
8/16/2024 Gateway Wealth Partners LLC35,884$2.64M0.8%+5.4%0.228%
8/16/2024 Regal Investment Advisors LLC37,000$2.72M0.2%-0.8%0.235%
8/16/2024 Susquehanna International Group LLP47,489$3.50M0.0%-23.3%0.302%
8/13/2024 Kowal Investment Group LLC49,554$3.65M0.7%-2.0%0.315%
8/13/2024 AE Wealth Management LLC98,689$7.26M0.1%+5.0%0.627%
8/13/2024Benjamin F. Edwards & Company Inc.42,012$3.09M0.1%-0.4%0.267%
8/12/2024 Concorde Asset Management LLC2,883$212K0.1%N/A0.018%
8/12/2024 Blair William & Co. IL13,549$997K0.0%-34.1%0.086%
8/9/2024ICA Group Wealth Management LLC425$31K0.0%+70.0%0.003%
8/8/2024 Envestnet Asset Management Inc.545,390$40.14M0.0%-1.0%3.463%
8/8/2024 Zions Bancorporation N.A.7,220$531K0.0%N/A0.046%
8/8/2024 Trueblood Wealth Management LLC25,835$1.90M1.1%+8.6%0.164%
8/8/2024 PFG Advisors10,751$791K0.1%-7.3%0.068%
8/8/2024 LPL Financial LLC803,320$59.12M0.0%-7.3%5.100%
8/8/2024 STAR Financial Bank5,298$390K0.3%-26.5%0.034%
8/6/2024 Ausdal Financial Partners Inc.4,711$347K0.0%+4.3%0.030%
8/5/2024 Private Advisor Group LLC213,781$15.73M0.1%-10.0%1.357%
8/5/2024 Northwest Wealth Management LLC2,836$209K0.1%-6.6%0.018%
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8/3/2024 9258 Wealth Management LLC12,168$896K0.1%+19.1%0.077%
8/2/2024 FSB Premier Wealth Management Inc.43,434$3.20M1.4%-19.8%0.276%
8/1/2024 Eukles Asset Management12,015$884K0.4%+2.5%0.076%
7/31/2024Commonwealth Equity Services LLC147,481$10.86M0.0%-9.2%0.936%
7/31/2024 IFG Advisory LLC15,627$1.15M0.1%+1.0%0.099%
7/31/2024 Concurrent Investment Advisors LLC16,798$1.24M0.0%+4.2%0.107%
7/31/2024 Holistic Financial Partners127,300$9.37M4.7%-3.7%0.808%
7/30/2024 Moloney Securities Asset Management LLC3,867$285K0.0%-5.9%0.025%
7/30/2024 International Assets Investment Management LLC3,346$246K0.0%N/A0.021%
7/29/2024 Blackhawk Capital Partners LLC.18,773$1.38M0.8%-2.9%0.119%
(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, 198 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 ($59.12M), Envestnet Asset Management Inc. ($40.14M), Kaydan Wealth Management Inc. ($29.60M), Advisor Group Holdings Inc. ($25.59M), Cetera Investment Advisers ($22.09M), and International Assets Investment Management LLC ($20.95M).Learn more on FTA's institutional investors.

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

Of the 161 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: Kaydan Wealth Management Inc. ($664.06K), International Assets Investment Management LLC ($579.70K), Cetera Investment Advisers ($259.82K), Private Advisor Group LLC ($240.80K), Integrated Wealth Concepts LLC ($206.38K), Envestnet Asset Management Inc. ($197.74K), and Cetera Advisor Networks LLC ($196.39K).

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

Institutional investors have bought a total of 4,836,076 shares in the last 24 months. This purchase volume represents approximately $489.67M in transactions.

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

Of the 126 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. ($283.52K), Envestnet Asset Management Inc. ($198.44K), Raymond James Financial Services Advisors Inc. ($186.44K), Cetera Advisor Networks LLC ($178.15K), Truist Financial Corp ($133.87K), Sigma Planning Corp ($111.48K), and Osaic Holdings Inc. ($105.81K).

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

Institutional investors have sold a total of 2,572,481 shares in the last 24 months. This volume of shares sold represents approximately $219.05M in transactions.


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This page (NASDAQ:FTA) was last updated on 11/21/2024 by MarketBeat.com Staff
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