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First Trust Multi Cap Value AlphaDEX Fund (FAB) Institutional Ownership

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(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Multi Cap Value AlphaDEX Fund (NASDAQ:FAB)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$30.93M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$18.40M
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FAB Institutional Buying and Selling by Quarter

First Trust Multi 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
4/23/2024 Raymond James Financial Services Advisors Inc.51,177$4.23M0.0%-2.1%2.624%
4/13/2024 Quad Cities Investment Group LLC9,030$746K0.4%+2.2%0.463%
4/5/2024 NBC Securities Inc.9,720$813K0.1%+14.0%0.474%
2/26/2024Virtu Financial LLC5,253$410K0.0%-40.7%0.256%
2/12/2024Stifel Financial Corp107,994$8.43M0.0%+2.5%5.268%
2/9/2024D.A. Davidson & CO.6,089$475K0.0%-81.3%0.297%
2/8/2024Financial Advocates Investment Management36,945$2.88M0.2%-41.2%1.802%
2/8/2024Janney Montgomery Scott LLC126,367$9.86M0.0%-5.2%6.164%
2/8/2024Pacific Sun Financial Corp3,830$299K0.2%-6.1%0.187%
2/7/2024 NBC Securities Inc.8,530$665K0.1%+14.3%0.416%
2/7/2024Principal Securities Inc.32,339$2.52M0.1%N/A1.578%
2/6/2024Private Advisor Group LLC16,262$1.27M0.0%-6.8%0.793%
2/6/2024Benjamin F. Edwards & Company Inc.69,296$5.41M0.1%-12.3%3.380%
1/31/2024 Wetzel Investment Advisors Inc.5,422$423K0.3%N/A0.258%
1/25/2024 International Assets Investment Management LLC21,850$1.71M0.0%N/A1.040%
1/24/2024 Stratos Wealth Partners LTD.5,345$417K0.0%-6.1%0.255%
1/24/2024 International Assets Investment Management LLC21,850$1.71M0.0%N/A1.040%
1/19/2024PFG Advisors15,065$1.18M0.1%-4.7%0.717%
1/16/2024 Raymond James Financial Services Advisors Inc.52,267$4.08M0.0%+0.3%2.489%
1/11/2024 626 Financial LLC44,701$3.49M2.3%-5.5%2.129%
1/10/2024 Quad Cities Investment Group LLC8,836$687K0.4%+8.3%0.421%
11/16/2023Harbour Investments Inc.3,805$265K0.0%-4.9%0.169%
11/14/2023Parkside Financial Bank & Trust600$42K0.0%N/A0.027%
11/13/2023Stifel Financial Corp105,324$7.34M0.0%-2.5%4.681%
11/13/2023LPL Financial LLC94,860$6.61M0.0%-20.8%4.216%
11/8/2023D.A. Davidson & CO.32,628$2.27M0.0%-45.3%1.450%
11/8/2023Janney Montgomery Scott LLC133,314$9.29M0.0%+1.0%5.925%
11/8/2023Moors & Cabot Inc.7,366$513K0.0%+24.4%0.327%
11/6/2023Cottonwood Capital Advisors LLC5,498$383K0.4%-6.6%0.244%
11/4/2023 NBC Securities Inc.7,462$519K0.1%N/A0.332%
11/3/2023Private Advisor Group LLC17,449$1.22M0.0%-2.0%0.776%
11/2/2023Capital Investment Advisory Services LLC10,827$754K0.1%-11.1%0.481%
10/27/2023Financial Advocates Investment Management62,804$4.38M0.3%+4.2%2.791%
10/24/2023 Stratos Wealth Partners LTD.5,690$396K0.0%+45.6%0.253%
10/24/2023 Raymond James Financial Services Advisors Inc.52,131$3.63M0.0%-2.7%2.317%
10/24/2023 Raymond James & Associates7,791$543K0.0%-18.3%0.346%
10/23/2023Commonwealth Equity Services LLC20,141$1.40M0.0%-1.6%0.876%
10/12/2023Fortress Wealth Group LLC10,612$717K0.5%+2.1%0.461%
10/11/2023 626 Financial LLC47,279$3.29M2.2%-3.4%2.056%
10/11/2023 Ignite Planners LLC9,181$620K0.2%+1.8%0.399%
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10/5/2023 Quad Cities Investment Group LLC8,160$569K0.4%+10.2%0.355%
8/11/2023D.A. Davidson & CO.59,655$4.23M0.0%-3.6%2.594%
8/10/2023Osaic Holdings Inc.107,211$7.60M0.0%+138.3%4.661%
8/10/2023Commonwealth Equity Services LLC20,478$1.45M0.0%+3.0%0.890%
8/10/2023Private Advisor Group LLC17,798$1.26M0.0%-60.7%0.774%
8/10/2023Moors & Cabot Inc.5,922$420K0.0%+36.9%0.257%
8/10/2023Cetera Advisors LLC4,768$338K0.0%-4.0%0.207%
8/10/2023Fortress Wealth Group LLC10,391$784K0.5%-2.7%0.452%
8/9/2023Flow Traders U.S. LLC3,698$262K0.0%N/A0.161%
8/4/2023Cottonwood Capital Advisors LLC5,888$418K0.4%-5.5%0.256%
7/31/2023LPL Financial LLC119,789$8.50M0.0%-34.6%5.208%
7/28/2023Capital Investment Advisory Services LLC12,185$864K0.1%-3.9%0.508%
7/26/2023Janney Montgomery Scott LLC131,974$9.36M0.0%+1.4%5.499%
7/25/2023 Raymond James Financial Services Advisors Inc.53,573$3.80M0.0%-4.5%2.232%
7/25/2023 Raymond James & Associates9,534$676K0.0%-15.7%0.397%
7/14/2023 626 Financial LLC48,930$3.47M2.2%-0.3%2.039%
7/14/2023Integrated Advisors Network LLC3,672$260K0.0%-27.6%0.153%
7/12/2023Pacific Sun Financial Corp4,200$293K0.2%N/A0.175%
7/12/2023 Quad Cities Investment Group LLC7,403$525K0.3%+3.7%0.308%
7/12/2023Etfidea LLC4,215$299K0.1%-4.5%0.176%
5/15/2023Gladstone Institutional Advisory LLC41,457$2.89M0.2%N/A1.337%
5/12/2023Fortress Wealth Group LLC10,674$744K0.5%+11.2%0.344%
5/11/2023Financial Advocates Investment Management60,615$4.22M0.3%+5.1%1.955%
5/10/2023Private Advisor Group LLC45,340$3.16M0.0%N/A1.463%
5/10/2023LPL Financial LLC183,052$12.76M0.0%+14.3%5.905%
5/8/2023Integrated Advisors Network LLC5,074$354K0.0%+65.0%0.164%
5/4/2023 Wealthcare Advisory Partners LLC10,768$750K0.0%N/A0.347%
4/28/2023Ameritas Advisory Services LLC2,055$143K0.0%-44.9%0.066%
4/27/2023 Stratos Wealth Partners LTD.3,904$272K0.0%+6.8%0.126%
4/27/2023Benjamin F. Edwards & Company Inc.79,441$5.54M0.2%-4.7%2.563%
4/25/2023D.A. Davidson & CO.61,861$4.31M0.0%+0.3%1.996%
4/21/2023 Kowal Investment Group LLC3,691$257K0.1%-14.1%0.121%
4/21/2023Capital Investment Advisory Services LLC12,679$883K0.1%-4.3%0.416%
4/21/2023PFG Advisors15,590$1.09M0.1%+11.7%0.511%
4/21/2023 Quad Cities Investment Group LLC7,142$498K0.3%+9.9%0.234%
4/18/2023IFP Advisors Inc697$39K0.0%-59.5%0.023%
4/14/2023AE Wealth Management LLC137,679$9.59M0.1%N/A4.514%
4/14/2023 Raymond James Financial Services Advisors Inc.56,123$3.91M0.0%-1.4%1.840%
4/12/2023 Private Trust Co. NA592$41K0.0%N/A0.019%
2/16/2023Financial Advocates Investment Management57,688$3.97M0.3%N/A2.137%
2/10/2023Ameritas Advisory Services LLC3,729$257K0.0%N/A0.138%
2/10/2023Advisor Group Holdings Inc.43,726$3.01M0.0%-6.6%1.619%
2/10/2023Moors & Cabot Inc.4,359$300K0.0%+3.3%0.161%
2/8/2023 Raymond James Financial Services Advisors Inc.56,922$3.92M0.0%-63.4%2.108%
2/8/2023 Raymond James & Associates11,395$784K0.0%-27.9%0.422%
2/7/2023Commonwealth Equity Services LLC18,743$1.29M0.0%-5.5%0.694%
2/7/2023Benjamin F. Edwards & Company Inc.83,398$5.74M0.3%+16,579.6%3.089%
2/7/2023Fortress Wealth Group LLC9,595$660K0.5%-3.3%0.355%
2/7/2023LPL Financial LLC160,122$11.02M0.0%-24.3%5.930%
2/7/2023IFP Advisors Inc1,721$96K0.0%+41.0%0.064%
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Find out why right here (and see what you can do to get in too with just a few dollars).
2/3/2023D.A. Davidson & CO.61,675$4.24M0.1%+941.8%2.284%
2/3/2023Capital Investment Advisory Services LLC13,244$911K0.1%+4.9%0.491%
2/2/2023Integrated Advisors Network LLC3,075$212K0.0%N/A0.114%
2/1/2023Janney Montgomery Scott LLC130,011$8.95M0.0%-13.1%4.815%
1/31/2023Kestra Advisory Services LLC81,737$5.63M0.0%N/A3.027%
1/30/2023PFG Advisors13,955$960K0.1%-1.6%0.517%
1/25/2023 Kowal Investment Group LLC4,298$296K0.1%-26.6%0.159%
1/24/2023 626 Financial LLC48,976$3.37M2.3%-0.7%1.814%
1/18/2023Private Advisor Group LLC16,071$1.11M0.0%-56.8%0.595%
11/15/2022Leelyn Smith LLC7,369$448K0.2%-3.1%0.263%
(Data available from 1/1/2016 forward)

FAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FAB shares?

During the previous two years, 53 institutional investors and hedge funds held shares of First Trust Multi Cap Value AlphaDEX Fund. The most heavily invested institutionals were Janney Montgomery Scott LLC ($9.86M), AE Wealth Management LLC ($9.59M), Stifel Financial Corp ($8.43M), Osaic Holdings Inc. ($7.60M), LPL Financial LLC ($6.61M), Kestra Advisory Services LLC ($5.63M), and Benjamin F. Edwards & Company Inc. ($5.41M).Learn more on FAB's institutional investors.

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

Of the 45 institutional investors that purchased First Trust Multi Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($285.44K), Raymond James Financial Services Advisors Inc. ($93.65K), Benjamin F. Edwards & Company Inc. ($82.90K), Kestra Advisory Services LLC ($81.74K), Private Advisor Group LLC ($70.92K), Financial Advocates Investment Management ($63.15K), and Osaic Holdings Inc. ($62.22K).

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

Institutional investors have bought a total of 1,127,557 shares in the last 24 months. This purchase volume represents approximately $142.61M in transactions.

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

Of the 30 institutional investors that sold First Trust Multi Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($139.50K), Raymond James Financial Services Advisors Inc. ($123.66K), D.A. Davidson & CO. ($96.48K), Private Advisor Group LLC ($86.89K), 626 Financial LLC ($83.14K), Janney Montgomery Scott LLC ($26.90K), and Financial Advocates Investment Management ($25.86K).

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

Institutional investors have sold a total of 641,378 shares in the last 24 months. This volume of shares sold represents approximately $71.38M in transactions.


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This page (NASDAQ:FAB) was last updated on 4/26/2024 by MarketBeat.com Staff

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