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

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+0.04 (+0.05%)
(As of 05/16/2024 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)
$116.54M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$108.37M
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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
5/16/2024B. Riley Wealth Advisors Inc.13,225$1.01M0.0%+54.4%0.083%
5/10/2024 Osaic Holdings Inc.259,260$19.81M0.0%-29.0%1.631%
5/9/2024 Orion Portfolio Solutions LLC25,424$1.94M0.0%+6.7%0.160%
5/9/2024 Blair William & Co. IL20,549$1.57M0.0%-15.7%0.129%
5/9/2024 Kingsview Wealth Management LLC279,571$21.35M0.5%+10.0%1.758%
5/8/2024 Avantax Advisory Services Inc.147,369$11.26M0.1%+7.1%0.927%
5/7/2024 Concurrent Investment Advisors LLC16,126$1.23M0.0%+67.7%0.101%
5/7/2024 Oppenheimer & Co. Inc.8,616$658K0.0%-1.7%0.054%
5/7/2024 PFG Advisors11,600$886K0.1%-5.6%0.073%
5/6/2024 Envestnet Portfolio Solutions Inc.42,400$3.24M0.0%+12.3%0.267%
5/4/2024 9258 Wealth Management LLC10,213$780K0.1%N/A0.064%
5/3/2024 Etfidea LLC12,096$924K0.3%-3.8%0.076%
5/2/2024 Moloney Securities Asset Management LLC4,109$314K0.0%-27.6%0.026%
5/1/2024 StoneX Group Inc.36,382$2.78M0.3%-17.8%0.229%
5/1/2024 Blackhawk Capital Partners LLC.19,331$1.48M0.9%-12.7%0.122%
5/1/2024 Janney Montgomery Scott LLC79,308$6.06M0.0%-6.9%0.499%
5/1/2024 Sequoia Financial Advisors LLC2,736$209K0.0%N/A0.017%
5/1/2024 Diversify Advisory Services LLC5,650$429K0.0%N/A0.036%
4/30/2024 Private Advisor Group LLC237,408$18.13M0.1%+5.2%1.493%
4/30/2024 Saxony Capital Management LLC3,319$254K0.3%-4.6%0.021%
4/30/2024 Arkadios Wealth Advisors63,582$4.86M0.4%-5.2%0.400%
4/29/2024Commonwealth Equity Services LLC162,513$12.41M0.0%+5.7%1.022%
4/29/2024 Benjamin F. Edwards & Company Inc.42,191$3.22M0.1%+11.5%0.265%
4/26/2024 Trueblood Wealth Management LLC23,786$1.82M1.0%+6.4%0.148%
4/26/2024 Cottonwood Capital Advisors LLC78,044$5.69M4.5%-3.3%0.486%
4/26/2024 Triton Wealth Management PLLC24,138$1.79M1.2%-1.0%0.150%
4/25/2024 MTM Investment Management LLC5,856$447K0.2%-6.8%0.036%
4/25/2024 Eudaimonia Advisors LLC2,804$214K0.1%N/A0.017%
4/24/2024 Simplicity Wealth LLC2,623$200K0.0%N/A0.016%
4/24/2024 Midwest Heritage Bank FSB201,423$15.39M8.1%-15.9%1.251%
4/23/2024 Global Retirement Partners LLC11,757$898K0.0%-2.6%0.073%
4/23/2024 TrueWealth Advisors LLC3,854$294K0.1%+14.2%0.024%
4/23/2024 Strategic Blueprint LLC7,319$559K0.0%-5.5%0.045%
4/23/2024 Raymond James Financial Services Advisors Inc.300,162$22.93M0.0%+19.2%1.864%
4/22/2024 Raymond James & Associates205,097$15.67M0.0%-1.0%1.274%
4/22/2024 American Institute for Advanced Investment Management LLP8,170$624K0.5%-9.2%0.051%
4/19/2024 Core Wealth Partners LLC2,766$211K0.2%N/A0.017%
4/18/2024 Iams Wealth Management LLC48,513$3.49M2.1%+5.1%0.301%
4/18/2024 AlphaMark Advisors LLC690$53K0.0%-84.1%0.004%
4/18/2024 Kowal Investment Group LLC50,558$3.86M0.8%-2.9%0.314%
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4/16/2024 OneAscent Financial Services LLC22,965$1.75M0.2%+13.4%0.143%
4/16/2024 Pinnacle Bancorp Inc.963$74K0.0%N/A0.006%
4/12/2024 Keystone Wealth Services LLC13,338$1.02M0.3%-2.4%0.083%
4/12/2024 Kaydan Wealth Management Inc.287,355$21.95M7.5%N/A1.779%
4/11/2024 SignalPoint Asset Management LLC33,788$2.58M0.7%-20.6%0.209%
4/11/2024 RFG Advisory LLC6,796$519K0.0%-2.9%0.042%
4/10/2024 Aprio Wealth Management LLC2,750$210K0.0%N/A0.017%
4/10/2024 Park Avenue Securities LLC25,467$1.95M0.0%+1.5%0.158%
4/5/2024 NBC Securities Inc.23,321$1.78M0.2%-25.8%0.143%
3/22/2024 PNC Financial Services Group Inc.12,786$906K0.0%-74.2%0.078%
3/15/2024 BlueChip Wealth Advisors LLC4,021$285K0.2%N/A0.025%
3/15/2024B. Riley Wealth Advisors Inc.8,568$607K0.0%-35.2%0.053%
3/4/2024Tucker Asset Management LLC757$54K0.0%-37.9%0.005%
2/23/2024 Chicago Partners Investment Group LLC21,583$1.50M0.1%+4.3%0.132%
2/14/2024 Northwest Wealth Management LLC3,058$217K0.1%N/A0.019%
2/14/2024 Regal Investment Advisors LLC110,893$7.86M0.6%-1.5%0.680%
2/13/2024 Cetera Advisor Networks LLC149,766$10.61M0.1%-0.8%0.919%
2/12/2024 StoneX Group Inc.44,269$3.14M0.4%-6.3%0.272%
2/12/2024 Holistic Financial Partners125,999$8.93M5.4%-5.4%0.773%
2/12/2024 Steward Partners Investment Advisory LLC30,632$2.17M0.0%+4.3%0.188%
2/12/2024 Pine Valley Investments Ltd Liability Co8,495$602K0.0%+8.3%0.052%
2/9/2024 Founders Financial Alliance LLC4,062$288K0.1%+14.0%0.025%
2/9/2024 Advisory Services Network LLC2,657$188K0.0%N/A0.016%
2/9/2024 Orion Portfolio Solutions LLC23,819$1.70M0.0%+7.3%0.146%
2/9/2024 Avantax Planning Partners Inc.2,855$202K0.0%N/A0.018%
2/9/2024 Tidemark LLC8,144$577K0.4%N/A0.050%
2/9/2024 Assetmark Inc.68,383$4.84M0.0%+43.7%0.420%
2/9/2024 D.A. Davidson & CO.38,159$2.70M0.0%-6.5%0.234%
2/9/2024 Wells Fargo & Company MN288,470$20.44M0.0%-17.0%1.770%
2/9/2024 Gladstone Institutional Advisory LLC9,442$669K0.0%-24.7%0.058%
2/9/2024 UBS Group AG1,043,201$73.90M0.0%+4.9%6.400%
2/9/2024 PNC Financial Services Group Inc.12,786$906K0.0%-74.2%0.078%
2/8/2024 Financial Advocates Investment Management6,440$456K0.0%-8.7%0.040%
2/8/2024 Kingsview Wealth Management LLC254,131$18.00M0.5%+39.2%1.559%
2/8/2024 Janney Montgomery Scott LLC85,217$6.04M0.0%+2.6%0.523%
2/7/2024 Avantax Advisory Services Inc.137,656$9.75M0.1%-6.0%0.845%
2/7/2024 Private Portfolio Partners LLC8,251$585K0.1%+2.8%0.051%
2/7/2024 Envestnet Portfolio Solutions Inc.37,770$2.68M0.0%+4.4%0.232%
2/7/2024 NBC Securities Inc.31,444$2.23M0.2%-6.9%0.193%
2/7/2024 Iams Wealth Management LLC46,168$3.27M2.1%-27.3%0.283%
2/7/2024 Principal Securities Inc.5,210$369K0.0%N/A0.032%
2/7/2024 Clearwater Capital Advisors LLC7,886$559K0.1%-10.7%0.048%
2/6/2024 ShoreHaven Wealth Partners LLC2,915$207K0.1%N/A0.018%
2/6/2024 Apollon Wealth Management LLC2,923$207K0.0%N/A0.018%
2/6/2024 Private Advisor Group LLC225,732$15.99M0.1%-0.5%1.385%
2/6/2024 Spire Wealth Management4,173$290K0.0%-20.1%0.026%
2/6/2024 Vestmark Advisory Solutions Inc.117,877$8.35M0.4%+2.0%0.723%
2/6/2024 Benjamin F. Edwards & Company Inc.37,853$2.68M0.1%+2.6%0.232%
2/6/2024 Benjamin Edwards Inc.3,022$214K0.0%+7.0%0.019%
2/6/2024 Great Valley Advisor Group Inc.12,188$863K0.0%+2.3%0.075%
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2/5/2024 Kestra Private Wealth Services LLC63,165$4.48M0.1%-7.1%0.388%
2/5/2024 Silver Oak Securities Incorporated18,849$1.34M0.2%+2.5%0.116%
2/5/2024 Transcend Capital Advisors LLC3,401$241K0.0%-48.4%0.021%
2/2/2024 Valmark Advisers Inc.4,143$293K0.0%-31.9%0.025%
2/2/2024 Truist Financial Corp105,929$7.50M0.0%-44.7%0.650%
2/2/2024 Atria Wealth Solutions Inc.53,135$3.76M0.0%+0.4%0.328%
2/1/2024 Sigma Planning Corp9,579$679K0.1%-60.9%0.059%
1/31/2024 Eukles Asset Management13,187$934K0.4%-45.8%0.081%
1/31/2024 Western Wealth Management LLC19,099$1.35M0.1%+4.0%0.118%
1/30/2024 Avior Wealth Management LLC649$46K0.0%-94.0%0.004%
(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, 199 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 ($61.33M), Envestnet Asset Management Inc. ($47.28M), Bank of America Corp DE ($34.34M), Advisor Group Holdings Inc. ($25.59M), Raymond James Financial Services Advisors Inc. ($22.93M), and Kaydan Wealth Management Inc. ($21.95M).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. ($572.25K), International Assets Investment Management LLC ($314.92K), Kingsview Wealth Management LLC ($274.14K), Private Advisor Group LLC ($240.80K), Cetera Advisor Networks LLC ($235.60K), Envestnet Asset Management Inc. ($223.69K), and Integrated Wealth Concepts LLC ($206.38K).

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

Institutional investors have bought a total of 4,825,113 shares in the last 24 months. This purchase volume represents approximately $525.60M in transactions.

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

Of the 121 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. ($278.47K), Envestnet Asset Management Inc. ($195.39K), Cetera Advisor Networks LLC ($178.15K), Truist Financial Corp ($142.92K), Raymond James Financial Services Advisors Inc. ($140.15K), LPL Financial LLC ($133.90K), and Sigma Planning Corp ($110.89K).

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

Institutional investors have sold a total of 2,564,783 shares in the last 24 months. This volume of shares sold represents approximately $235.00M in transactions.


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This page (NASDAQ:FTA) was last updated on 5/17/2024 by MarketBeat.com Staff

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