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

$101.51 -0.03 (-0.03%)

Closing price 06/12/2026 03:48 PM Eastern

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$101.52 +0.00 (+0.00%)

As of 06/12/2026 04:10 PM Eastern

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Number of Institutional Buyers (last 12 months): 25
Total Institutional Inflows (last 12 months): $4.35M

Number of Institutional Sellers (last 12 months): 25
Total Institutional Outflows (last 12 months): $3.43M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Centaurus Financial Inc.	1,113	$105K	0.0%	N/A	0.080%
5/18/2026	Royal Bank of Canada	33,007	$3.12M	0.0%	-0.6%	2.358%
5/13/2026	Cetera Investment Advisers	6,867	$649K	0.0%	+3.4%	0.491%
5/2/2026	Anchor Investment Management LLC	350	$33K	0.0%	N/A	0.025%
4/30/2026	Kestra Advisory Services LLC	2,341	$221K	0.0%	+25.5%	0.167%
4/23/2026	626 Financial LLC	35,722	$3.38M	1.5%	-0.4%	2.552%
2/23/2026	Virtu Financial LLC	3,391	$302K	0.0%	+29.0%	0.251%
2/17/2026	Cetera Investment Advisers	6,638	$592K	0.0%	+3.1%	0.492%
2/17/2026	Osaic Holdings Inc.	42,940	$3.83M	0.0%	+10.4%	3.181%
2/17/2026	Royal Bank of Canada	33,219	$2.96M	0.0%	-1.4%	2.461%
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2/13/2026	Kestra Advisory Services LLC	1,866	$166K	0.0%	N/A	0.138%
2/13/2026	Stifel Financial Corp	19,508	$1.74M	0.0%	-4.4%	1.445%
2/13/2026	Wells Fargo & Company MN	34,571	$3.08M	0.0%	-6.0%	2.561%
2/12/2026	Commonwealth Equity Services LLC	19,042	$1.70M	0.0%	-3.0%	1.411%
2/12/2026	Principal Securities Inc.	11,249	$1.00M	0.0%	-34.2%	0.833%
2/11/2026	LPL Financial LLC	45,669	$4.07M	0.0%	+0.4%	3.383%
2/11/2026	Hilton Head Capital Partners LLC	600	$53K	0.0%	N/A	0.044%
2/10/2026	Goldman Sachs Group Inc.	22,042	$1.97M	0.0%	-2.2%	1.633%
2/10/2026	Moors & Cabot Inc.	2,254	$201K	0.0%	N/A	0.167%
2/9/2026	Harbour Investments Inc.	7,142	$637K	0.0%	-4.8%	0.529%
2/5/2026	626 Financial LLC	35,850	$3.20M	1.4%	-2.3%	2.656%
2/5/2026	Northwestern Mutual Wealth Management Co.	21,548	$1.92M	0.0%	+2,590.1%	1.596%
2/3/2026	International Assets Investment Management LLC	280	$25K	0.0%	N/A	0.021%
2/2/2026	Truist Financial Corp	4,246	$379K	0.0%	-18.8%	0.315%
1/28/2026	Geneos Wealth Management Inc.	310	$28K	0.0%	-50.6%	0.023%
1/27/2026	PFG Advisors	14,035	$1.25M	0.1%	-9.6%	1.040%
1/26/2026	PFG Investments LLC	4,343	$387K	0.0%	+6.3%	0.322%
1/21/2026	Capital Investment Advisory Services LLC	6,622	$590K	0.0%	-2.8%	0.491%
1/21/2026	Sound Income Strategies LLC	891	$83K	0.0%	N/A	0.066%
1/20/2026	Stratos Wealth Partners LTD.	4,676	$417K	0.0%	-24.1%	0.346%
11/17/2025	Susquehanna International Group LLP	31,793	$2.77M	0.0%	-7.8%	2.271%
11/17/2025	Northwestern Mutual Wealth Management Co.	801	$70K	0.0%	-42.5%	0.057%
11/17/2025	Citadel Advisors LLC	6,278	$548K	0.0%	+2.9%	0.448%
11/14/2025	Creative Planning	3,706	$323K	0.0%	-6.9%	0.265%
11/14/2025	Raymond James Financial Inc.	62,143	$5.42M	0.0%	+0.7%	4.439%
11/14/2025	Virtu Financial LLC	2,629	$229K	0.0%	N/A	0.188%
11/13/2025	UBS Group AG	12,636	$1.10M	0.0%	-24.4%	0.903%
11/13/2025	Private Advisor Group LLC	10,864	$948K	0.0%	-3.5%	0.776%
11/13/2025	PFG Advisors	15,525	$1.36M	0.1%	+2.2%	1.109%
11/10/2025	Clearstead Advisors LLC	2,317	$202K	0.0%	N/A	0.166%
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11/7/2025	626 Financial LLC	36,696	$3.20M	1.4%	-5.8%	2.621%
11/6/2025	Ameritas Advisory Services LLC	1,427	$125K	0.0%	+267.8%	0.102%
11/5/2025	Envestnet Asset Management Inc.	5,441	$475K	0.0%	+6.0%	0.389%
11/4/2025	Jones Financial Companies Lllp	4,017	$351K	0.0%	+6.1%	0.287%
11/3/2025	GPS Wealth Strategies Group LLC	2,410	$210K	0.0%	+3,607.7%	0.172%
11/3/2025	Truist Financial Corp	5,231	$457K	0.0%	+19.8%	0.374%
9/4/2025	Osaic Holdings Inc.	34,421	$2.80M	0.0%	+1.8%	2.374%
8/18/2025	Geneos Wealth Management Inc.	628	$51K	0.0%	+155.3%	0.043%
8/14/2025	Raymond James Financial Inc.	61,711	$5.02M	0.0%	+3.4%	4.256%
8/14/2025	NewEdge Advisors LLC	320	$26K	0.0%	-61.9%	0.022%
8/13/2025	Baird Financial Group Inc.	21,834	$1.77M	0.0%	-0.7%	1.506%
8/13/2025	Northwestern Mutual Wealth Management Co.	1,394	$113K	0.0%	+29.8%	0.096%
8/12/2025	Northeast Planning Associates INC. NH	21,217	$1.72M	1.6%	+1.7%	1.463%
8/12/2025	JPMorgan Chase & Co.	700	$57K	0.0%	-36.5%	0.048%
8/8/2025	Cetera Investment Advisers	6,156	$500K	0.0%	-4.9%	0.425%
8/8/2025	Creative Planning	3,979	$323K	0.0%	-45.2%	0.274%
8/7/2025	PFG Advisors	15,185	$1.23M	0.0%	-1.6%	1.047%
8/4/2025	626 Financial LLC	38,955	$3.17M	1.5%	-2.5%	2.687%
8/1/2025	Envestnet Asset Management Inc.	5,132	$417K	0.0%	-7.3%	0.354%
7/28/2025	Harbour Investments Inc.	7,501	$610K	0.0%	-3.2%	0.517%
7/24/2025	Trust Co. of Toledo NA OH	348	$28K	0.0%	N/A	0.024%
7/23/2025	626 Financial LLC	38,955	$3.17M	1.7%	-2.5%	2.687%
7/21/2025	Ameritas Advisory Services LLC	388	$32K	0.0%	N/A	0.027%
7/18/2025	Truist Financial Corp	4,366	$355K	0.0%	-9.5%	0.301%
7/17/2025	Janney Montgomery Scott LLC	7,371	$599K	0.0%	-39.8%	0.508%
7/8/2025	NBC Securities Inc.	9,593	$779K	0.1%	-1.9%	0.662%
5/16/2025	Jones Financial Companies Lllp	7,848	$624K	0.0%	+206.2%	0.541%
5/16/2025	NewEdge Advisors LLC	840	$67K	0.0%	-29.9%	0.058%
5/15/2025	Royal Bank of Canada	36,957	$2.94M	0.0%	-1.7%	2.549%
5/15/2025	Baird Financial Group Inc.	21,986	$1.75M	0.0%	-0.6%	1.516%
5/13/2025	Raymond James Financial Inc.	59,658	$4.74M	0.0%	-0.9%	4.114%
5/7/2025	LPL Financial LLC	50,384	$4.01M	0.0%	+4.2%	3.475%
5/6/2025	Cetera Investment Advisers	6,473	$515K	0.0%	+31.7%	0.446%
5/6/2025	PFG Advisors	15,425	$1.23M	0.1%	+3.3%	1.064%
5/5/2025	Northeast Planning Associates INC. NH	20,862	$1.66M	1.4%	N/A	1.439%
5/5/2025	Private Advisor Group LLC	11,245	$894K	0.0%	-18.0%	0.776%
4/30/2025	Stratos Wealth Partners LTD.	6,195	$493K	0.0%	+11.8%	0.427%
4/29/2025	Envestnet Asset Management Inc.	5,538	$440K	0.0%	-3.8%	0.382%
4/29/2025	Capital Investment Advisory Services LLC	7,267	$578K	0.1%	-2.6%	0.501%
4/23/2025	Golden State Wealth Management LLC	1,994	$159K	0.0%	+100.0%	0.138%
4/22/2025	PFG Investments LLC	4,055	$322K	0.0%	-6.7%	0.280%
4/17/2025	Janney Montgomery Scott LLC	12,244	$974K	0.0%	-89.5%	0.844%
4/11/2025	626 Financial LLC	39,974	$3.18M	1.6%	-2.2%	2.665%
4/9/2025	NBC Securities Inc.	9,778	$777K	0.1%	+108,544.4%	0.652%
2/17/2025	Cetera Investment Advisers	4,914	$405K	0.0%	-8.7%	0.307%
2/17/2025	Citadel Advisors LLC	22,132	$1.83M	0.0%	+814.2%	1.383%
2/14/2025	Stifel Financial Corp	23,590	$1.95M	0.0%	+3.2%	1.474%
2/13/2025	NewEdge Advisors LLC	1,198	$99K	0.0%	-28.9%	0.075%
2/13/2025	Raymond James Financial Inc.	60,176	$4.96M	0.0%	N/A	3.761%
2/13/2025	Envestnet Asset Management Inc.	5,754	$475K	0.0%	+95.5%	0.360%
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2/13/2025	Wells Fargo & Company MN	41,588	$3.43M	0.0%	-7.5%	2.599%
2/11/2025	LPL Financial LLC	48,376	$3.99M	0.0%	+3.4%	3.024%
2/10/2025	Harbour Investments Inc.	7,748	$639K	0.0%	-1.9%	0.484%
2/10/2025	Commonwealth Equity Services LLC	25,592	$2.11M	0.0%	+26.0%	1.600%
2/7/2025	PFG Advisors	14,935	$1.23M	0.1%	-0.9%	0.933%
2/6/2025	Raymond James Financial Inc.	60,176	$4.96M	0.0%	N/A	3.761%
2/6/2025	Jones Financial Companies Lllp	2,563	$211K	0.0%	+39.7%	0.160%
2/3/2025	Private Advisor Group LLC	13,721	$1.13M	0.0%	-4.2%	0.858%
1/31/2025	Truist Financial Corp	4,750	$392K	0.0%	N/A	0.297%
1/30/2025	Principal Securities Inc.	22,748	$1.88M	0.0%	-2.2%	1.422%

FAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 institutional investors and hedge funds held shares of First Trust Multi Cap Value AlphaDEX Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($5.42M), LPL Financial LLC ($4.07M), Osaic Holdings Inc. ($3.83M), 626 Financial LLC ($3.38M), Royal Bank of Canada ($3.12M), Wells Fargo & Company MN ($3.08M), and Susquehanna International Group LLP ($2.77M).Learn more on First Trust Multi Cap Value AlphaDEX Fund's institutional investors.

Of the 33 institutional investors that purchased First Trust Multi Cap Value AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($122.84K), International Assets Investment Management LLC ($66.77K), Northeast Planning Associates INC. NH ($21.22K), Northwestern Mutual Wealth Management Co. ($21.07K), Citadel Advisors LLC ($19.89K), NBC Securities Inc. ($9.77K), and Virtu Financial LLC ($9.19K).

Institutional investors have bought a total of 49,389 shares in the last 24 months. This purchase volume represents approximately $4.35M in transactions.

Of the 25 institutional investors that sold First Trust Multi Cap Value AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Securities Inc. ($5.84K), 626 Financial LLC ($5.27K), Janney Montgomery Scott LLC ($4.87K), UBS Group AG ($4.07K), Creative Planning ($3.55K), Susquehanna International Group LLP ($2.67K), and Wells Fargo & Company MN ($2.21K).

Institutional investors have sold a total of 39,891 shares in the last 24 months. This volume of shares sold represents approximately $3.43M in transactions.

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This page (NASDAQ:FAB) was last updated on 6/15/2026 by MarketBeat.com Staff.

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

FAB Institutional Buying and Selling by Quarter

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

FAB Institutional Ownership - Frequently Asked Questions

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

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

FAB Institutional Buying and Selling by Quarter

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

FAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FAB shares?

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

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

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

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

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