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

First Trust Large Cap Value AlphaDEX Fund logo
$76.25 -0.56 (-0.73%)
(As of 05:26 PM 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)
95
Total
Institutional Inflows
(last 12 months)
$143.32M
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
11/25/2024Sanctuary 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%
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%
11/12/2024Kingsview 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%
11/5/2024Apollon Wealth Management LLC5,949$471K0.0%+8.6%0.039%
11/4/2024Cottonwood 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%
10/30/2024Moloney 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%
10/29/2024Janney Montgomery Scott LLC75,732$5.99M0.0%+3.0%0.490%
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10/29/2024Chicago 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%
10/25/2024Financial Advocates Investment Management4,610$365K0.0%-6.0%0.030%
10/25/2024Strategic Blueprint LLC5,680$449K0.0%-22.7%0.037%
10/25/2024Gateway Wealth Partners LLC35,016$2.77M0.8%-2.4%0.227%
10/24/2024Arkadios Wealth Advisors61,423$4.86M0.3%-8.6%0.399%
10/23/2024Trueblood Wealth Management LLC33,608$2.66M1.3%+30.1%0.218%
10/22/2024International 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%
10/16/2024Secure 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%
10/16/2024Kowal Investment Group LLC49,735$3.94M0.7%+0.4%0.324%
10/16/2024Kaydan Wealth Management Inc.374,116$29.60M8.7%-1.3%2.437%
10/16/2024SeaCrest Wealth Management LLC2,544$201K0.0%N/A0.017%
10/16/2024Asset Dedication LLC343$27K0.0%-66.1%0.002%
10/16/2024626 Financial LLC2,645$209K0.1%N/A0.017%
10/15/2024Keystone Wealth Services LLC11,203$886K0.2%-7.2%0.073%
10/15/2024NBC Securities Inc.16,227$1.28M0.1%-22.6%0.106%
10/11/2024Iams Wealth Management LLC44,266$3.50M1.7%+8.0%0.242%
10/11/2024Wesbanco Bank Inc.3,284$260K0.0%N/A0.018%
10/10/2024Koshinski Asset Management Inc.2,986$236K0.0%-5.0%0.016%
10/8/2024City Center Advisors LLC13,780$1.09M1.2%-34.0%0.090%
10/7/2024SignalPoint Asset Management LLC16,409$1.30M0.3%-27.7%0.107%
10/3/2024Private Client Services LLC4,897$388K0.2%N/A0.031%
10/3/2024Park Avenue Securities LLC24,747$1.96M0.0%-8.4%0.157%
9/5/2024Sanctuary Advisors LLC19,940$1.47M0.0%N/A0.127%
8/22/2024Cetera Investment Advisers300,173$22.09M0.1%+0.7%1.906%
8/21/2024Truist 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%
8/16/2024Gateway Wealth Partners LLC35,884$2.64M0.8%+5.4%0.228%
8/16/2024Regal Investment Advisors LLC37,000$2.72M0.2%-0.8%0.235%
8/16/2024Susquehanna International Group LLP47,489$3.50M0.0%-23.3%0.302%
8/13/2024Kowal Investment Group LLC49,554$3.65M0.7%-2.0%0.315%
8/13/2024AE 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%
8/12/2024Concorde Asset Management LLC2,883$212K0.1%N/A0.018%
8/12/2024Blair William & Co. IL13,549$997K0.0%-34.1%0.086%
8/9/2024ICA Group Wealth Management LLC425$31K0.0%+70.0%0.003%
8/8/2024Envestnet Asset Management Inc.545,390$40.14M0.0%-1.0%3.463%
8/8/2024Zions Bancorporation N.A.7,220$531K0.0%N/A0.046%
8/8/2024Trueblood Wealth Management LLC25,835$1.90M1.1%+8.6%0.164%
8/8/2024PFG Advisors10,751$791K0.1%-7.3%0.068%
8/8/2024LPL Financial LLC803,320$59.12M0.0%-7.3%5.100%
8/8/2024STAR Financial Bank5,298$390K0.3%-26.5%0.034%
8/6/2024Ausdal Financial Partners Inc.4,711$347K0.0%+4.3%0.030%
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8/5/2024Private Advisor Group LLC213,781$15.73M0.1%-10.0%1.357%
8/5/2024Northwest Wealth Management LLC2,836$209K0.1%-6.6%0.018%
8/3/20249258 Wealth Management LLC12,168$896K0.1%+19.1%0.077%
8/2/2024FSB Premier Wealth Management Inc.43,434$3.20M1.4%-19.8%0.276%
8/1/2024Eukles Asset Management12,015$884K0.4%+2.5%0.076%
7/31/2024Commonwealth Equity Services LLC147,481$10.86M0.0%-9.2%0.936%
7/31/2024IFG Advisory LLC15,627$1.15M0.1%+1.0%0.099%
7/31/2024Concurrent Investment Advisors LLC16,798$1.24M0.0%+4.2%0.107%
7/31/2024Holistic Financial Partners127,300$9.37M4.7%-3.7%0.808%
7/30/2024Moloney Securities Asset Management LLC3,867$285K0.0%-5.9%0.025%
(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, 197 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 159 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 4,836,230 shares in the last 24 months. This purchase volume represents approximately $489.65M 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 2,568,347 shares in the last 24 months. This volume of shares sold represents approximately $218.57M in transactions.


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This page (NASDAQ:FTA) was last updated on 12/30/2024 by MarketBeat.com Staff
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