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

First Trust Large Cap Value AlphaDEX Fund logo
$81.64 -0.07 (-0.09%)
As of 03:59 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)
111
Total
Institutional Inflows
(last 12 months)
$192.46M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$150.97M
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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
8/20/2025 Coppell Advisory Solutions LLC23,998$1.88M0.2%-32.9%0.172%
8/19/2025Newbridge Financial Services Group Inc.2,695$212K0.0%N/A0.019%
8/15/2025 FSB Premier Wealth Management Inc.23,274$1.83M0.7%-13.7%0.167%
8/15/2025 Snowden Capital Advisors LLC54,385$4.28M0.1%-1.3%0.390%
8/15/2025 Orion Porfolio Solutions LLC23,537$1.85M0.0%-4.7%0.169%
8/15/2025 MML Investors Services LLC23,804$1.87M0.0%+0.8%0.171%
8/15/2025 IHT Wealth Management LLC240,535$18.91M0.5%-18.8%1.724%
8/15/2025 Great Valley Advisor Group Inc.11,322$891K0.0%+13.9%0.081%
8/15/2025 Benjamin Edwards Inc.80,780$6.35M0.1%+23.9%0.579%
8/15/2025 Bank of America Corp DE342,742$26.95M0.0%+13.4%2.457%
8/15/2025 Ameriprise Financial Inc.3,451$271K0.0%+12.7%0.025%
8/14/2025 Raymond James Financial Inc.285,318$22.44M0.0%-4.8%2.045%
8/14/2025 NewEdge Advisors LLC25,983$2.04M0.0%+2.3%0.186%
8/13/2025 StoneX Group Inc.16,623$1.31M0.1%-11.1%0.119%
8/13/2025 Cresset Asset Management LLC2,648$208K0.0%N/A0.019%
8/13/2025 Gateway Wealth Partners LLC29,702$2.34M0.4%-0.7%0.213%
8/13/2025 Baird Financial Group Inc.31,020$2.44M0.0%+211.6%0.222%
8/13/2025 First Trust Advisors LP14,288$1.12M0.0%-2.6%0.102%
8/13/2025 Northwestern Mutual Wealth Management Co.7,089$557K0.0%-12.0%0.051%
8/12/2025 J.W. Cole Advisors Inc.3,183$250K0.0%N/A0.023%
8/12/2025 Richmond Investment Services LLC13,438$1.06M0.2%+100.1%0.096%
8/12/2025 Steward Partners Investment Advisory LLC8,264$650K0.0%-6.4%0.059%
8/12/2025 Global Retirement Partners LLC9,824$772K0.0%N/A0.070%
8/12/2025 JPMorgan Chase & Co.20,478$1.61M0.0%-2.9%0.147%
8/11/2025 Western Wealth Management LLC15,003$1.18M0.1%-4.3%0.108%
8/8/2025 MTM Investment Management LLC3,514$276K0.1%-17.2%0.025%
8/8/2025 Kingsview Wealth Management LLC199,588$15.69M0.3%-1.9%1.431%
8/8/2025 Avantax Advisory Services Inc.85,016$6.69M0.0%-18.7%0.609%
8/8/2025 WealthTrust Asset Management LLC2,849$224K0.2%-32.7%0.020%
8/8/2025 Cetera Investment Advisers292,810$23.02M0.0%-2.3%2.099%
8/8/2025 Creative Planning43,332$3.41M0.0%-54.3%0.311%
8/8/2025 PNC Financial Services Group Inc.10,409$818K0.0%-7.2%0.075%
8/7/2025 Allworth Financial LP9,025$710K0.0%-5.6%0.065%
8/7/2025 PFG Advisors16,518$1.30M0.0%-29.4%0.118%
8/6/2025 AE Wealth Management LLC93,783$7.37M0.1%-1.3%0.672%
8/6/2025 Vestmark Advisory Solutions Inc.202,848$15.95M0.2%+78.9%1.454%
8/6/2025 Eukles Asset Management8,987$707K0.3%-1.8%0.064%
8/5/2025 Holistic Financial Partners132,191$10.39M4.5%-1.4%0.948%
8/5/2025 Sigma Planning Corp9,615$756K0.0%-55.8%0.069%
8/5/2025 American Institute for Advanced Investment Management LLP6,260$492K0.3%-12.4%0.045%
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8/4/2025 IFG Advisory LLC4,679$368K0.0%-11.6%0.034%
8/4/2025 Atria Investments Inc42,769$3.36M0.0%+6.1%0.307%
8/4/2025 Assetmark Inc.131,282$10.32M0.0%+22.7%0.941%
8/4/2025 Spire Wealth Management1,624$128K0.0%-47.6%0.012%
8/4/2025 Arkadios Wealth Advisors14,912$1.17M0.0%-61.7%0.107%
8/4/2025 Daymark Wealth Partners LLC3,774$297K0.0%N/A0.027%
8/1/2025 Bessemer Group Inc.784$62K0.0%N/A0.006%
8/1/2025 Envestnet Asset Management Inc.415,281$32.65M0.0%-1.6%2.977%
7/31/2025 Moloney Securities Asset Management LLC2,563$202K0.0%-9.3%0.018%
7/30/2025 D.A. Davidson & CO.38,126$3.00M0.0%-1.7%0.271%
7/29/2025 Chicago Partners Investment Group LLC14,916$1.22M0.0%-3.4%0.106%
7/29/2025 International Assets Investment Management LLC3,087$243K0.0%-8.9%0.022%
7/29/2025 Cottonwood Capital Advisors LLC60,935$4.79M3.2%-1.7%0.434%
7/29/2025 Stratos Wealth Partners LTD.14,660$1.15M0.0%+1.5%0.104%
7/29/2025 Empirical Asset Management LLC2,558$201K0.1%N/A0.018%
7/28/2025 Triton Wealth Management PLLC23,681$1.91M0.8%N/A0.169%
7/28/2025 RMR Capital Management LLC11,729$922K0.7%-39.6%0.083%
7/28/2025 Harbour Investments Inc.39,709$3.12M0.1%+6.0%0.283%
7/25/2025 Atria Wealth Solutions Inc.2,766$217K0.0%-87.1%0.020%
7/25/2025 Envestnet Portfolio Solutions Inc.9,698$763K0.0%-64.6%0.069%
7/25/2025 CWM LLC1,492$117K0.0%+27.2%0.011%
7/25/2025 Concurrent Investment Advisors LLC9,383$738K0.0%-43.1%0.067%
7/25/2025 Apollon Wealth Management LLC4,549$358K0.0%+4.0%0.032%
7/24/2025 IFP Advisors Inc38,692$3.04M0.1%-4.1%0.275%
7/24/2025 Blair William & Co. IL4,127$324K0.0%-61.2%0.029%
7/24/2025 US Bancorp DE8,819$693K0.0%+368.1%0.063%
7/23/2025 REAP Financial Group LLC3,087$243K0.1%-26.9%0.022%
7/23/2025 Trueblood Wealth Management LLC39,090$3.07M1.3%+5.0%0.278%
7/22/2025 DAVENPORT & Co LLC5,328$419K0.0%-23.0%0.038%
7/21/2025 Hilltop National Bank1,037$82K0.0%N/A0.007%
7/18/2025 Truist Financial Corp83,435$6.56M0.0%-4.8%0.594%
7/17/2025 Janney Montgomery Scott LLC69,398$5.46M0.0%-3.5%0.494%
7/16/2025 Midwest Heritage Bank FSB60,771$4.78M1.8%-17.6%0.433%
7/15/2025 Traction Financial Partners LLC5,783$455K0.3%N/A0.041%
7/14/2025 ABLE Financial Group LLC3,688$290K0.1%-35.6%0.026%
7/14/2025 Iams Wealth Management LLC35,387$2.78M1.3%+5.1%0.252%
7/14/2025 Park Avenue Securities LLC21,363$1.68M0.0%-1.5%0.152%
7/11/2025 Farther Finance Advisors LLC1,381$109K0.0%+197.0%0.010%
7/11/2025 Silver Oak Securities Incorporated18,845$1.48M0.1%+3.1%0.134%
7/11/2025 Kaydan Wealth Management Inc.91,273$7.18M2.4%-67.0%0.650%
7/10/2025 Wealth Enhancement Advisory Services LLC2,861$230K0.0%N/A0.020%
7/9/2025 Key Client Fiduciary Advisors LLC2,800$220K0.1%-22.2%0.020%
7/7/2025 Nova Wealth Management Inc.3,617$284K0.2%-39.9%0.026%
7/2/2025 HBW Advisory Services LLC4,621$363K0.0%+4.2%0.033%
7/1/2025 Private Client Services LLC3,778$297K0.1%-3.7%0.027%
6/27/2025 Goldman Sachs Group Inc.105,715$8.11M0.0%-2.2%0.727%
5/29/2025 Nova Wealth Management Inc.6,017$462K0.4%-22.5%0.041%
5/16/2025 Coppell Advisory Solutions LLC35,773$2.63M0.2%-49.6%0.246%
5/16/2025 Ashton Thomas Private Wealth LLC4,199$322K0.0%-8.9%0.029%
5/16/2025 Goldman Sachs Group Inc.105,715$8.11M0.0%-2.2%0.727%
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5/16/2025 Jones Financial Companies Lllp6,893$529K0.0%+46.3%0.047%
5/16/2025 Pinnacle Family Advisors LLC6,927$531K0.3%-26.3%0.048%
5/16/2025 NewEdge Advisors LLC25,400$1.95M0.0%-21.7%0.175%
5/16/2025 Integrated Wealth Concepts LLC201,320$15.45M0.2%+0.5%1.384%
5/15/2025 Royal Bank of Canada278,761$21.39M0.0%-0.1%1.916%
5/15/2025 Baird Financial Group Inc.9,954$764K0.0%-2.5%0.068%
5/14/2025 Comerica Bank8,837$678K0.0%-1.9%0.061%
5/14/2025 Northwestern Mutual Wealth Management Co.8,059$618K0.0%-4.9%0.055%
5/14/2025 Kestra Advisory Services LLC19,288$1.48M0.0%-11.3%0.133%
5/13/2025 Raymond James Financial Inc.299,739$23.00M0.0%-33.7%2.060%
(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, 228 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 ($66.34M), Envestnet Asset Management Inc. ($32.65M), Bank of America Corp DE ($26.95M), Cetera Investment Advisers ($23.02M), Raymond James Financial Inc. ($22.44M), and Royal Bank of Canada ($21.39M).Learn more on First Trust Large Cap Value AlphaDEX Fund's institutional investors.

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

Of the 168 institutional investors that purchased First Trust Large 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. ($903.52K), International Assets Investment Management LLC ($576.09K), Kaydan Wealth Management Inc. ($379.64K), IHT Wealth Management LLC ($247.23K), Cetera Investment Advisers ($188.95K), Kingsview Wealth Management LLC ($160.63K), and Independent Advisor Alliance ($97.87K).

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

Institutional investors have bought a total of 2,495,748 shares in the last 24 months. This purchase volume represents approximately $192.46M in transactions.

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

Of the 122 institutional investors that sold First Trust Large Cap Value AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kaydan Wealth Management Inc. ($288.37K), International Assets Investment Management LLC ($261.70K), Raymond James Financial Inc. ($166.44K), Envestnet Asset Management Inc. ($134.69K), Midwest Heritage Bank FSB ($126.87K), Kingsview Wealth Management LLC ($81.59K), and Coppell Advisory Solutions LLC ($67.80K).

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

Institutional investors have sold a total of 1,953,821 shares in the last 24 months. This volume of shares sold represents approximately $150.97M in transactions.


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This page (NASDAQ:FTA) was last updated on 8/20/2025 by MarketBeat.com Staff
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