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

First Trust Large Cap Value AlphaDEX Fund logo
$79.30 +0.13 (+0.16%)
As of 12:37 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)
93
Total
Institutional Inflows
(last 12 months)
$119.45M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$99.56M
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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
1/29/2025MTM Investment Management LLC4,952$379K0.1%-15.4%0.033%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,687$1.12M0.1%N/A0.097%
1/29/2025Eukles 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%
1/27/2025 Stratos Wealth Partners LTD.18,261$1.40M0.0%-49.3%0.121%
1/24/2025 Spire Wealth Management3,199$245K0.0%-20.1%0.021%
1/24/2025 DAVENPORT & Co LLC7,794$596K0.0%-21.2%0.051%
1/24/2025 Chicago Partners Investment Group LLC15,379$1.18M0.0%-8.9%0.101%
1/23/2025 Saxony Capital Management LLC2,739$209K0.2%-9.1%0.018%
1/23/2025 RMR Capital Management LLC19,611$1.50M1.1%-1.2%0.129%
1/23/2025 Strategic Blueprint LLC5,534$423K0.0%-2.6%0.036%
1/23/2025 Iams Wealth Management LLC45,922$3.51M1.6%+3.7%0.302%
1/23/2025 Gateway Wealth Partners LLC35,865$2.74M0.7%+2.4%0.236%
1/21/2025 AlphaMark Advisors LLC500$38K0.0%-27.5%0.003%
1/21/2025 Cottonwood Capital Advisors LLC64,244$4.91M3.5%-5.7%0.423%
1/21/2025 RFG Advisory LLC9,668$739K0.0%+19.4%0.063%
1/17/2025 Secure Asset Management LLC56,961$4.36M0.7%+3.6%0.374%
1/17/2025 Mutual Advisors LLC7,302$577K0.0%+5.2%0.048%
1/17/2025 Janney Montgomery Scott LLC76,385$5.84M0.0%+0.9%0.501%
1/16/2025 Trueblood Wealth Management LLC35,342$2.70M1.3%+5.2%0.203%
1/16/2025 Diversify Advisory Services LLC3,504$266K0.0%-22.1%0.020%
1/16/2025 Kaydan Wealth Management Inc.275,985$21.10M7.0%-26.2%1.582%
1/15/2025 Arkadios Wealth Advisors42,537$3.25M0.2%-30.7%0.244%
1/14/2025 Park Avenue Securities LLC20,935$1.60M0.0%-15.4%0.120%
1/13/2025 City Center Advisors LLC6,993$535K0.6%-49.3%0.040%
1/10/2025 HBW Advisory Services LLC8,568$655K0.1%N/A0.056%
1/8/2025 Private Client Services LLC5,479$419K0.2%+11.9%0.036%
1/8/2025 International Assets Investment Management LLC3,383$258K0.0%-98.7%0.022%
1/3/2025 GAMMA Investing LLC1,017$78K0.0%+384.3%0.007%
11/25/2024Sanctuary Advisors LLC20,925$1.73M0.0%+4.9%0.135%
11/25/2024Pine Valley Investments Ltd Liability Co8,410$666K0.0%+1.9%0.054%
11/15/2024MML Investors Services LLC11,495$910K0.0%+3.9%0.074%
11/15/2024Orion Portfolio Solutions LLC36,639$2.90M0.1%+14.2%0.237%
11/15/2024Jane Street Group LLC14,368$1.14M0.0%N/A0.093%
11/15/2024Stifel Financial Corp55,652$4.40M0.0%-7.5%0.360%
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11/15/2024IHT Wealth Management LLC54,029$4.28M0.1%-1.5%0.350%
11/15/2024Integrated Wealth Concepts LLC197,380$15.62M0.2%-0.3%1.278%
11/15/2024HighTower Advisors LLC22,595$1.79M0.0%-2.7%0.146%
11/15/2024Benjamin Edwards Inc.38,132$3.02M0.0%+1,116.7%0.247%
11/14/2024Flow Traders U.S. LLC3,601$285K0.0%N/A0.023%
11/14/2024Rockefeller Capital Management L.P.15,400$1.22M0.0%-7.4%0.100%
11/13/2024FMR LLC3,341$264K0.0%-8.5%0.022%
11/13/2024D.A. Davidson & CO.36,505$2.89M0.0%-0.9%0.236%
11/13/2024Elios Financial Group Inc.5,006$396K0.2%N/A0.032%
11/12/2024StoneX 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%
11/12/2024Great Valley Advisor Group Inc.12,428$984K0.0%+6.0%0.080%
11/12/2024Blackhawk Capital Partners LLC.18,626$1.47M0.8%-0.8%0.121%
11/9/2024STAR Financial Bank3,475$275K0.2%-34.4%0.022%
11/8/2024Prospera Financial Services Inc49,410$3.91M0.1%+10.0%0.320%
11/7/2024Tidemark LLC3,423$271K0.1%-43.0%0.022%
11/7/2024Holistic Financial Partners130,940$10.36M5.0%+2.9%0.848%
11/6/20241776 Wealth LLC5,117$405K0.2%-14.1%0.033%
11/6/2024OneDigital Investment Advisors LLC8,621$682K0.0%+27.6%0.056%
11/6/2024Schrum Private Wealth Management LLC4,560$361K0.2%N/A0.030%
11/6/2024Oppenheimer & Co. Inc.7,827$619K0.0%-5.4%0.051%
11/5/2024Ashton Thomas Private Wealth LLC4,758$377K0.0%-15.2%0.031%
11/5/2024Harbour 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%
11/4/2024Tyler Stone Wealth Management7,005$554K0.1%+100.4%0.045%
11/4/2024Sigma Planning Corp13,803$1.09M0.0%-4.1%0.089%
11/1/2024Atria Investments Inc36,847$2.92M0.0%+7.0%0.238%
11/1/2024Assetmark Inc.133,805$10.59M0.0%+10.7%0.866%
10/31/2024Walkner Condon Financial Advisors LLC4,534$359K0.1%+13.0%0.029%
10/31/2024Concurrent 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%
10/30/2024World 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%
10/28/2024Gladstone Institutional Advisory LLC7,269$575K0.0%-12.7%0.047%
10/28/2024US 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%
10/22/2024Private Advisor Group LLC204,653$16.19M0.1%-4.3%1.329%
10/22/2024Sequoia 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%
10/16/2024Global Retirement Partners LLC12,180$964K0.0%+6.7%0.079%
10/16/2024Good Life Advisors LLC4,634$367K0.0%N/A0.030%
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10/16/2024Kowal 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%
10/15/2024Keystone 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%
(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, 200 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), Advisor Group Holdings Inc. ($25.59M), Cetera Investment Advisers ($22.09M), Kaydan Wealth Management Inc. ($21.10M), and Wells Fargo & Company MN ($20.44M).Learn more on FTA's institutional investors.

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

Of the 162 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 4,730,595 shares in the last 24 months. This purchase volume represents approximately $473.85M in transactions.

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

Of the 127 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), International Assets Investment Management LLC ($261.40K), 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), and Sigma Planning Corp ($111.48K).

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

Institutional investors have sold a total of 2,985,299 shares in the last 24 months. This volume of shares sold represents approximately $249.22M in transactions.


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This page (NASDAQ:FTA) was last updated on 1/30/2025 by MarketBeat.com Staff
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