Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy FTA Stock  Free FTA Stock Alerts

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

First Trust Large Cap Value AlphaDEX Fund logo
$77.10 +0.49 (+0.64%)
As of 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Large Cap Value AlphaDEX Fund (NASDAQ:FTA)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$230.70M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$108.47M
Get FTA Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Large Cap Value AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FTA Institutional Buying and Selling by Quarter

Remove Ads

First Trust Large Cap Value AlphaDEX Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025Wealth Enhancement Advisory Services LLC2,963$227K0.0%N/A0.020%
3/12/2025Centaurus Financial Inc.1,718$131K0.0%N/A0.011%
2/27/2025ABLE Financial Group LLC7,121$544K0.2%-3.0%0.047%
2/25/2025Armis 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%
2/17/2025Snowden Capital Advisors LLC70,255$5.37M0.2%-4.5%0.465%
2/17/2025Royal Bank of Canada278,963$21.33M0.0%+0.4%1.847%
2/17/2025Focus Partners Wealth3,423$262K0.0%N/A0.023%
2/17/2025D. E. Shaw & Co. Inc.2,864$219K0.0%-31.5%0.019%
2/17/2025Cetera Investment Advisers289,713$22.15M0.0%-0.6%1.919%
2/17/2025Citadel Advisors LLC9,942$760K0.0%-60.9%0.066%
2/17/2025Baird Financial Group Inc.10,206$780K0.0%-7.6%0.068%
2/17/2025Bank of America Corp DE296,458$22.67M0.0%-0.3%1.963%
2/17/2025Benjamin Edwards Inc.40,943$3.13M0.0%+7.4%0.271%
2/14/2025Mercer Global Advisors Inc. ADV3,009$230K0.0%-19.0%0.020%
2/14/2025Jane Street Group LLC28,733$2.20M0.0%+100.0%0.190%
2/14/2025Comerica Bank9,011$689K0.0%-20.9%0.060%
2/14/2025Three Seasons Wealth LLC8,008$612K0.3%N/A0.053%
2/14/2025Integrated Wealth Concepts LLC200,289$15.31M0.2%+1.5%1.326%
2/14/2025Coppell Advisory Solutions LLC70,972$5.43M0.8%-22.7%0.470%
2/14/2025Susquehanna International Group LLP61,014$4.67M0.0%+197.4%0.404%
2/14/2025IHT Wealth Management LLC301,256$23.03M0.7%+457.6%1.995%
2/14/2025Stifel Financial Corp57,625$4.41M0.0%+3.5%0.382%
2/14/2025OneDigital Investment Advisors LLC10,453$799K0.0%+21.3%0.069%
2/14/2025Tower Research Capital LLC TRC 12,051$921K0.0%+67.9%0.080%
2/14/2025MML Investors Services LLC14,985$1.15M0.0%+30.4%0.099%
2/14/2025First Trust Advisors LP18,780$1.44M0.0%+15.5%0.124%
2/14/2025GeoWealth Management LLC2,728$209K0.0%-80.2%0.018%
2/13/2025NewEdge Advisors LLC32,433$2.48M0.0%+423.1%0.215%
2/13/2025LaSalle St. Investment Advisors LLC17,642$1.35M0.4%N/A0.117%
2/13/2025Rockefeller Capital Management L.P.15,873$1.21M0.0%+3.1%0.105%
2/13/2025Kraft Davis & Associates LLC5,513$427K0.1%N/A0.037%
2/13/2025Raymond James Financial Inc.451,761$34.54M0.0%N/A2.992%
2/13/2025Envestnet Asset Management Inc.417,035$31.89M0.0%-23.5%2.762%
2/13/2025Wells Fargo & Company MN213,578$16.33M0.0%-9.0%1.414%
2/12/2025OneAscent Financial Services LLC20,331$1.56M0.1%N/A0.135%
2/12/2025Private Portfolio Partners LLC6,893$527K0.1%-9.5%0.046%
Trump… a socialist? (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/12/2025RFG Bristol Wealth Advisors LLC2,626$201K0.1%N/A0.017%
2/12/2025StoneX Group Inc.19,239$1.47M0.1%-17.5%0.127%
2/12/2025FSB Premier Wealth Management Inc.30,871$2.36M0.9%-4.3%0.204%
2/12/2025BlueChip Wealth Advisors LLC5,655$432K0.2%+100.0%0.037%
2/12/2025Tucker Asset Management LLC2,138$163K0.0%+20.9%0.014%
2/12/2025Orion Portfolio Solutions LLC24,929$1.91M0.0%-32.0%0.165%
2/12/2025Blair William & Co. IL10,632$813K0.0%-19.6%0.070%
2/12/2025JPMorgan Chase & Co.22,323$1.71M0.0%-5.4%0.148%
2/12/2025Ausdal Financial Partners Inc.3,692$282K0.0%+23.3%0.024%
2/12/2025Morey & Quinn Wealth Partners LLC7,680$587K0.5%N/A0.051%
2/11/2025Sequent Planning LLC3,115$238K0.1%-4.4%0.021%
2/11/2025LPL Financial LLC848,889$64.91M0.0%+6.5%5.622%
2/11/2025Runnymede Capital Advisors Inc.350$27K0.0%N/A0.002%
2/11/2025Virtu Financial LLC40,182$3.07M0.2%N/A0.266%
2/10/2025Clearwater Capital Advisors LLC6,586$504K0.0%-14.8%0.044%
2/10/2025Harbour Investments Inc.36,457$2.79M0.1%+3.6%0.241%
2/10/2025Envestnet Portfolio Solutions Inc.29,174$2.23M0.0%-28.1%0.193%
2/10/2025Commonwealth Equity Services LLC160,526$12.27M0.0%+8.7%1.063%
2/10/2025Avantax Advisory Services Inc.123,187$9.42M0.1%-0.2%0.816%
2/7/2025PFG Advisors29,371$2.25M0.1%+127.6%0.195%
2/7/2025HighTower Advisors LLC7,006$536K0.0%-69.0%0.046%
2/7/2025Independent Advisor Alliance97,873$7.48M0.1%N/A0.648%
2/7/2025PNC Financial Services Group Inc.9,975$763K0.0%+2.0%0.066%
2/7/2025Ashton Thomas Private Wealth LLC4,608$352K0.0%-3.2%0.031%
2/6/2025Vestmark Advisory Solutions Inc.123,712$9.46M0.3%+0.9%0.819%
2/6/2025Midwest Heritage Bank FSB133,126$10.18M4.7%-28.1%0.882%
2/6/2025Raymond James Financial Inc.451,761$34.54M0.0%N/A2.992%
2/6/2025LVZ Inc.36,153$2.76M0.4%+0.5%0.239%
2/6/2025Atria Investments Inc38,712$2.96M0.0%+5.1%0.256%
2/6/2025Assetmark Inc.106,063$8.11M0.0%-20.7%0.702%
2/6/2025Synergy Investment Management LLC2,964$227K0.1%N/A0.020%
2/6/2025Steward Partners Investment Advisory LLC10,838$829K0.0%-27.5%0.072%
2/6/2025Keystone Wealth Services LLC10,474$801K0.2%-6.5%0.069%
2/6/2025Jones Financial Companies Lllp4,713$360K0.0%+302.1%0.031%
2/5/2025Private Trust Co. NA624$48K0.0%+45.1%0.004%
2/4/2025Bank of New York Mellon Corp40,545$3.10M0.0%-43.9%0.269%
2/4/2025Pine Valley Investments Ltd Liability Co8,153$623K0.0%-3.1%0.054%
2/4/2025Holistic Financial Partners133,799$10.23M5.1%+2.2%0.886%
2/4/2025IFP Advisors Inc51,947$3.97M0.1%+4.1%0.344%
2/3/2025Sigma Planning Corp17,400$1.33M0.0%+26.1%0.115%
2/3/2025Winebrenner Capital Management LLC12,929$989K0.8%N/A0.086%
2/3/2025Transcend Capital Advisors LLC2,867$219K0.0%-5.2%0.019%
2/3/2025Concurrent Investment Advisors LLC16,974$1.30M0.0%-7.1%0.112%
2/3/2025Private Advisor Group LLC197,479$15.10M0.1%-3.5%1.308%
1/31/2025Global Retirement Partners LLC11,591$886K0.0%-4.8%0.077%
1/31/2025Bank of Jackson Hole Trust1,485$114K0.1%N/A0.010%
1/31/2025Proactive Wealth Strategies LLC5,497$420K0.2%N/A0.036%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,687$1.12M0.0%N/A0.097%
1/31/2025Atria Wealth Solutions Inc.32,023$2.45M0.0%-39.1%0.212%
1/31/2025D.A. Davidson & CO.36,706$2.81M0.0%+0.6%0.243%
Trump… a socialist? (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
1/31/2025Truist Financial Corp93,802$7.17M0.0%-3.9%0.621%
1/31/2025Sanctuary Advisors LLC17,228$1.37M0.0%-17.7%0.114%
1/30/2025Principal Securities Inc.4,210$322K0.0%-12.3%0.028%
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%
1/28/2025Kestra Private Wealth Services LLC44,916$3.43M0.1%-2.7%0.297%
1/28/2025Moloney Securities Asset Management LLC3,331$255K0.0%-8.5%0.022%
1/28/2025Kingsview Wealth Management LLC226,691$17.33M0.3%-7.4%1.501%
1/28/2025Golden State Wealth Management LLC898$69K0.0%N/A0.006%
(Data available from 1/1/2016 forward)

Remove Ads

FTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTA shares?

During the previous two years, 217 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 172 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 5,466,799 shares in the last 24 months. This purchase volume represents approximately $480.95M 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.


Related Companies

This page (NASDAQ:FTA) was last updated on 4/2/2025 by MarketBeat.com Staff
From Our Partners
Trump Allies Confirm Exec Order 14024 Triggers Dollar Collapse
Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...
Priority Gold | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
“Amazon Coin” set to outperform Bitcoin
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Urgent Bitcoin alert for RIGHT NOW
Former billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 4...
Brownstone Research | Sponsored
Brace Yourself for Jeff Bezos’ “Amazon Helios”
Jeff Bezos quietly backing world-changing tech (not AI) The Amazon founder is quietly advancing a radical t...
Stansberry Research | Sponsored
Trump’s betrayal exposed
Fair warning: this will not make for easy viewing. Especially if you voted for Trump, put your faith in hi...
Porter & Company | Sponsored