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

First Trust Large Cap Value AlphaDEX Fund logo
$79.62 +0.55 (+0.70%)
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)
110
Total
Institutional Inflows
(last 12 months)
$176.59M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$142.69M
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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
7/16/2025Midwest 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%
6/27/2025Goldman 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%
5/16/2025Coppell Advisory Solutions LLC35,773$2.63M0.2%-49.6%0.246%
5/16/2025Ashton Thomas Private Wealth LLC4,199$322K0.0%-8.9%0.029%
5/16/2025Goldman Sachs Group Inc.105,715$8.11M0.0%-2.2%0.727%
5/16/2025Jones Financial Companies Lllp6,893$529K0.0%+46.3%0.047%
5/16/2025Pinnacle Family Advisors LLC6,927$531K0.3%-26.3%0.048%
5/16/2025NewEdge Advisors LLC25,400$1.95M0.0%-21.7%0.175%
5/16/2025Integrated Wealth Concepts LLC201,320$15.45M0.2%+0.5%1.384%
5/15/2025Royal Bank of Canada278,761$21.39M0.0%-0.1%1.916%
5/15/2025Baird Financial Group Inc.9,954$764K0.0%-2.5%0.068%
5/14/2025Comerica Bank8,837$678K0.0%-1.9%0.061%
5/14/2025Northwestern Mutual Wealth Management Co.8,059$618K0.0%-4.9%0.055%
5/14/2025Kestra Advisory Services LLC19,288$1.48M0.0%-11.3%0.133%
5/13/2025Raymond James Financial Inc.299,739$23.00M0.0%-33.7%2.060%
5/13/2025RMR Capital Management LLC19,429$1.49M1.1%-0.9%0.134%
5/13/2025Vestmark Advisory Solutions Inc.113,398$8.70M0.2%-8.3%0.779%
5/12/2025Virtu Financial LLC17,669$1.36M0.1%-56.0%0.121%
5/12/2025Benjamin Edwards Inc.65,224$5.00M0.1%+59.3%0.448%
5/9/2025Atria Wealth Solutions Inc.21,429$1.64M0.0%-33.1%0.147%
5/9/2025PNC Financial Services Group Inc.11,218$861K0.0%+12.5%0.077%
5/8/2025Harbour Investments Inc.37,465$2.87M0.1%+2.8%0.257%
5/8/2025FSB Premier Wealth Management Inc.26,966$2.07M0.8%-12.6%0.185%
5/8/2025Arkadios Wealth Advisors38,940$2.99M0.1%-8.5%0.268%
5/7/2025LPL Financial LLC864,647$66.34M0.0%+1.9%5.943%
5/6/2025Assetmark Inc.107,009$8.21M0.0%+0.9%0.735%
5/6/2025Cetera Investment Advisers299,756$23.00M0.0%+3.5%2.060%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
5/6/2025Avantax Advisory Services Inc.104,583$8.02M0.0%-15.1%0.719%
5/6/2025Holistic Financial Partners134,086$10.29M5.0%+0.2%0.922%
5/6/2025AE Wealth Management LLC95,060$7.29M0.1%+1.5%0.653%
5/6/2025PFG Advisors23,400$1.80M0.1%-20.3%0.161%
5/5/2025IFP Advisors Inc40,336$3.10M0.1%-22.4%0.277%
5/5/2025OneAscent Financial Services LLC21,121$1.62M0.1%+3.9%0.145%
5/5/2025Kestra Private Wealth Services LLC43,593$3.34M0.1%-2.9%0.300%
5/5/2025STAR Financial Bank3,076$236K0.2%-11.5%0.021%
5/5/2025Private Advisor Group LLC177,571$13.62M0.1%-10.1%1.220%
5/5/2025Diversify Advisory Services LLC2,888$212K0.0%-17.6%0.020%
5/2/2025Independent Wealth Network Inc.5,606$430K0.2%-3.8%0.039%
5/2/2025Midwest Heritage Bank FSB73,791$5.66M2.3%-44.6%0.507%
5/2/2025Kingsview Wealth Management LLC203,354$15.60M0.3%-10.3%1.398%
5/2/2025Larson Financial Group LLC480$37K0.0%N/A0.003%
5/2/2025Apollon Wealth Management LLC4,373$335K0.0%-27.9%0.030%
5/2/2025Sigma Planning Corp21,769$1.67M0.1%+25.1%0.150%
5/1/2025MTM Investment Management LLC4,242$325K0.1%-14.3%0.029%
5/1/2025Gateway Wealth Partners LLC29,898$2.29M0.5%-16.6%0.205%
4/30/2025Moloney Securities Asset Management LLC2,825$217K0.0%-15.2%0.019%
4/30/2025Stratos Wealth Partners LTD.14,448$1.11M0.0%-20.9%0.099%
4/30/2025Blackhawk Capital Partners LLC.10,323$792K0.4%-44.7%0.071%
4/30/2025Synergy Investment Management LLC2,060$158K0.1%-30.5%0.014%
4/29/2025Envestnet Asset Management Inc.421,855$32.37M0.0%+1.2%2.899%
4/29/2025Concurrent Investment Advisors LLC16,499$1.27M0.0%-2.8%0.113%
4/29/2025Bank of New York Mellon Corp38,721$2.97M0.0%-4.5%0.266%
4/29/2025Eukles Asset Management9,150$702K0.3%-1.7%0.063%
4/28/2025D.A. Davidson & CO.38,789$2.98M0.0%+5.7%0.267%
4/28/2025Private Trust Co. NA430$33K0.0%-31.1%0.003%
4/28/2025Rossby Financial LCC1,358$99K0.0%N/A0.009%
4/28/2025DAVENPORT & Co LLC6,919$531K0.0%-11.2%0.048%
4/28/2025 ABLE Financial Group LLC5,728$439K0.1%-19.6%0.039%
4/24/2025Sunbelt Securities Inc.370$28K0.0%-51.8%0.003%
4/24/2025Kraft Davis & Associates LLC5,131$366K0.1%-6.9%0.035%
4/23/2025Cottonwood Capital Advisors LLC61,960$4.75M3.5%-3.6%0.426%
4/23/2025Western Wealth Management LLC15,676$1.20M0.1%-6.6%0.108%
4/23/2025Golden State Wealth Management LLC1,796$138K0.0%+100.0%0.012%
4/21/2025Envestnet Portfolio Solutions Inc.27,382$2.10M0.0%-6.1%0.188%
4/17/2025 Kaydan Wealth Management Inc.276,469$21.21M6.8%+0.2%1.900%
4/17/2025Janney Montgomery Scott LLC71,931$5.52M0.0%-5.8%0.494%
4/17/2025Tcfg Wealth Management LLC13,997$1.07M0.5%-3.5%0.096%
4/17/2025American Institute for Advanced Investment Management LLP7,145$548K0.4%-8.7%0.049%
4/15/2025Trueblood Wealth Management LLC37,233$2.86M1.3%+5.4%0.256%
4/15/2025 GAMMA Investing LLC618$47K0.0%-39.2%0.004%
4/15/2025Wealthcare Advisory Partners LLC3,574$274K0.0%N/A0.025%
4/14/2025 Farther Finance Advisors LLC465$36K0.0%+447.1%0.003%
4/14/2025 Park Avenue Securities LLC21,679$1.66M0.0%+3.6%0.149%
4/10/2025 Iams Wealth Management LLC33,654$2.58M1.2%-26.7%0.230%
4/9/2025RFG Advisory LLC8,261$634K0.0%-14.6%0.056%
4/9/2025 HBW Advisory Services LLC4,436$340K0.0%-48.2%0.030%
4/9/2025 NBC Securities Inc.9,317$714K0.1%+84,600.0%0.064%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
4/8/2025 Private Client Services LLC3,925$301K0.1%-28.4%0.027%
4/7/2025 GAMMA Investing LLC47,413$3.64M0.0%+4,562.0%0.324%
3/17/2025 Wealth Enhancement Advisory Services LLC2,963$227K0.0%N/A0.020%
3/12/2025Centaurus Financial Inc.1,718$131K0.0%N/A0.011%
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%
2/19/2025Richmond Investment Services LLC6,716$514K0.3%N/A0.044%
2/18/2025Focus Partners Advisor Solutions LLC2,836$217K0.0%-9.6%0.019%
2/18/2025Mpwm Advisory Solutions LLC714$55K0.0%N/A0.005%
2/17/2025Waverly Advisors LLC13,177$1.01M0.0%N/A0.087%
(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, 222 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. ($32.37M), IHT Wealth Management LLC ($23.03M), Cetera Investment Advisers ($23.00M), Raymond James Financial Inc. ($23.00M), and Bank of America Corp DE ($22.67M).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 166 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 2,298,176 shares in the last 24 months. This purchase volume represents approximately $176.59M in transactions.

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

Of the 124 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 ($261.40K), Raymond James Financial Inc. ($152.02K), Envestnet Asset Management Inc. ($133.75K), Midwest Heritage Bank FSB ($126.87K), Kingsview Wealth Management LLC ($77.82K), and LPL Financial LLC ($63.13K).

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

Institutional investors have sold a total of 1,862,218 shares in the last 24 months. This volume of shares sold represents approximately $142.69M in transactions.


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This page (NASDAQ:FTA) was last updated on 7/17/2025 by MarketBeat.com Staff
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