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

First Trust Large Cap Value AlphaDEX Fund logo
$82.58 -0.10 (-0.12%)
As of 10/15/2025 03:59 PM Eastern
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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)
112
Total
Institutional Inflows
(last 12 months)
$190.70M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$149.53M
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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
10/15/2025Iams Wealth Management LLC34,521$2.88M1.2%-2.4%0.251%
10/15/2025Private Trust Co. NA613$51K0.0%+42.6%0.004%
10/15/2025DAVENPORT & Co LLC5,160$430K0.0%-3.2%0.038%
10/14/2025 Farther Finance Advisors LLC1,201$100K0.0%-13.0%0.009%
10/8/2025 Asset Allocation Strategies LLC2,883$240K0.0%N/A0.021%
10/7/2025 Nova Wealth Management Inc.2,876$240K0.2%-20.5%0.021%
9/4/2025Osaic Holdings Inc.153,411$12.06M0.0%+4.3%1.100%
8/29/2025Total Investment Management Inc.1,126$89K0.0%N/A0.008%
8/27/2025Orion Porfolio Solutions LLC23,537$1.85M0.0%-4.7%0.169%
8/20/2025Coppell Advisory Solutions LLC23,998$1.88M0.2%-32.9%0.172%
8/19/2025Newbridge Financial Services Group Inc.2,695$212K0.0%N/A0.019%
8/15/2025FSB Premier Wealth Management Inc.23,274$1.83M0.7%-13.7%0.167%
8/15/2025Snowden Capital Advisors LLC54,385$4.28M0.1%-1.3%0.390%
8/15/2025Orion Porfolio Solutions LLC23,537$1.85M0.0%-4.7%0.169%
8/15/2025MML Investors Services LLC23,804$1.87M0.0%+0.8%0.171%
8/15/2025IHT Wealth Management LLC240,535$18.91M0.5%-18.8%1.724%
8/15/2025Great Valley Advisor Group Inc.11,322$891K0.0%+13.9%0.081%
8/15/2025Benjamin Edwards Inc.80,780$6.35M0.1%+23.9%0.579%
8/15/2025Bank of America Corp DE342,742$26.95M0.0%+13.4%2.457%
8/15/2025Ameriprise Financial Inc.3,451$271K0.0%+12.7%0.025%
8/14/2025Raymond James Financial Inc.285,318$22.44M0.0%-4.8%2.045%
8/14/2025NewEdge Advisors LLC25,983$2.04M0.0%+2.3%0.186%
8/13/2025StoneX Group Inc.16,623$1.31M0.1%-11.1%0.119%
8/13/2025Cresset Asset Management LLC2,648$208K0.0%N/A0.019%
8/13/2025Gateway Wealth Partners LLC29,702$2.34M0.4%-0.7%0.213%
8/13/2025Baird Financial Group Inc.31,020$2.44M0.0%+211.6%0.222%
8/13/2025First Trust Advisors LP14,288$1.12M0.0%-2.6%0.102%
8/13/2025Northwestern Mutual Wealth Management Co.7,089$557K0.0%-12.0%0.051%
8/12/2025J.W. Cole Advisors Inc.3,183$250K0.0%N/A0.023%
8/12/2025Richmond Investment Services LLC13,438$1.06M0.2%+100.1%0.096%
8/12/2025Steward Partners Investment Advisory LLC8,264$650K0.0%-6.4%0.059%
8/12/2025Global Retirement Partners LLC9,824$772K0.0%N/A0.070%
8/12/2025JPMorgan Chase & Co.20,478$1.61M0.0%-2.9%0.147%
8/11/2025Western Wealth Management LLC15,003$1.18M0.1%-4.3%0.108%
8/8/2025MTM Investment Management LLC3,514$276K0.1%-17.2%0.025%
8/8/2025Kingsview Wealth Management LLC199,588$15.69M0.3%-1.9%1.431%
8/8/2025Avantax Advisory Services Inc.85,016$6.69M0.0%-18.7%0.609%
8/8/2025WealthTrust Asset Management LLC2,849$224K0.2%-32.7%0.020%
8/8/2025Cetera Investment Advisers292,810$23.02M0.0%-2.3%2.099%
8/8/2025Creative Planning43,332$3.41M0.0%-54.3%0.311%
8/8/2025PNC Financial Services Group Inc.10,409$818K0.0%-7.2%0.075%
8/7/2025Allworth Financial LP9,025$710K0.0%-5.6%0.065%
8/7/2025PFG Advisors16,518$1.30M0.0%-29.4%0.118%
8/6/2025AE Wealth Management LLC93,783$7.37M0.1%-1.3%0.672%
8/6/2025Vestmark Advisory Solutions Inc.202,848$15.95M0.2%+78.9%1.454%
8/6/2025Eukles Asset Management8,987$707K0.3%-1.8%0.064%
8/5/2025Holistic Financial Partners132,191$10.39M4.5%-1.4%0.948%
8/5/2025Sigma Planning Corp9,615$756K0.0%-55.8%0.069%
8/5/2025American Institute for Advanced Investment Management LLP6,260$492K0.3%-12.4%0.045%
8/4/2025IFG Advisory LLC4,679$368K0.0%-11.6%0.034%
8/4/2025Atria Investments Inc42,769$3.36M0.0%+6.1%0.307%
8/4/2025Assetmark Inc.131,282$10.32M0.0%+22.7%0.941%
8/4/2025Spire Wealth Management1,624$128K0.0%-47.6%0.012%
8/4/2025Arkadios Wealth Advisors14,912$1.17M0.0%-61.7%0.107%
8/4/2025Daymark Wealth Partners LLC3,774$297K0.0%N/A0.027%
8/1/2025Bessemer Group Inc.784$62K0.0%N/A0.006%
8/1/2025Envestnet Asset Management Inc.415,281$32.65M0.0%-1.6%2.977%
7/31/2025Moloney Securities Asset Management LLC2,563$202K0.0%-9.3%0.018%
7/30/2025D.A. Davidson & CO.38,126$3.00M0.0%-1.7%0.271%
7/29/2025Chicago Partners Investment Group LLC14,916$1.22M0.0%-3.4%0.106%
7/29/2025International Assets Investment Management LLC3,087$243K0.0%-8.9%0.022%
7/29/2025Cottonwood Capital Advisors LLC60,935$4.79M3.2%-1.7%0.434%
7/29/2025Stratos Wealth Partners LTD.14,660$1.15M0.0%+1.5%0.104%
7/29/2025Empirical Asset Management LLC2,558$201K0.1%N/A0.018%
7/28/2025Triton Wealth Management PLLC23,681$1.91M0.8%N/A0.169%
7/28/2025RMR Capital Management LLC11,729$922K0.7%-39.6%0.083%
7/28/2025Harbour Investments Inc.39,709$3.12M0.1%+6.0%0.283%
7/25/2025Atria Wealth Solutions Inc.2,766$217K0.0%-87.1%0.020%
7/25/2025Envestnet Portfolio Solutions Inc.9,698$763K0.0%-64.6%0.069%
7/25/2025CWM LLC1,492$117K0.0%+27.2%0.011%
7/25/2025Concurrent Investment Advisors LLC9,383$738K0.0%-43.1%0.067%
7/25/2025Apollon Wealth Management LLC4,549$358K0.0%+4.0%0.032%
7/24/2025IFP Advisors Inc38,692$3.04M0.1%-4.1%0.275%
7/24/2025Blair William & Co. IL4,127$324K0.0%-61.2%0.029%
7/24/2025US Bancorp DE8,819$693K0.0%+368.1%0.063%
7/23/2025REAP Financial Group LLC3,087$243K0.1%-26.9%0.022%
7/23/2025Trueblood Wealth Management LLC39,090$3.07M1.3%+5.0%0.278%
7/22/2025DAVENPORT & Co LLC5,328$419K0.0%-23.0%0.038%
7/21/2025 Hilltop National Bank1,037$82K0.0%N/A0.007%
7/18/2025Truist Financial Corp83,435$6.56M0.0%-4.8%0.594%
7/17/2025Janney Montgomery Scott LLC69,398$5.46M0.0%-3.5%0.494%
7/16/2025Midwest Heritage Bank FSB60,771$4.78M1.8%-17.6%0.433%
7/15/2025Traction Financial Partners LLC5,783$455K0.3%N/A0.041%
7/14/2025 ABLE Financial Group LLC3,688$290K0.1%-35.6%0.026%
7/14/2025Iams Wealth Management LLC35,387$2.78M1.3%+5.1%0.252%
7/14/2025Park Avenue Securities LLC21,363$1.68M0.0%-1.5%0.152%
7/11/2025 Farther Finance Advisors LLC1,381$109K0.0%+197.0%0.010%
7/11/2025Silver Oak Securities Incorporated18,845$1.48M0.1%+3.1%0.134%
7/11/2025Kaydan Wealth Management Inc.91,273$7.18M2.4%-67.0%0.650%
7/10/2025Wealth Enhancement Advisory Services LLC2,861$230K0.0%N/A0.020%
7/9/2025 Key Client Fiduciary Advisors LLC2,800$220K0.1%-22.2%0.020%
7/7/2025 Nova Wealth Management Inc.3,617$284K0.2%-39.9%0.026%
7/2/2025HBW Advisory Services LLC4,621$363K0.0%+4.2%0.033%
7/1/2025 Private Client Services LLC3,778$297K0.1%-3.7%0.027%
6/27/2025Goldman Sachs Group Inc.105,715$8.11M0.0%-2.2%0.727%
5/29/2025Nova Wealth Management Inc.6,017$462K0.4%-22.5%0.041%
5/16/2025Coppell Advisory Solutions LLC35,773$2.63M0.2%-49.6%0.246%
5/16/2025Ashton Thomas Private Wealth LLC4,199$322K0.0%-8.9%0.029%
5/16/2025Goldman Sachs Group Inc.105,715$8.11M0.0%-2.2%0.727%
5/16/2025Jones Financial Companies Lllp6,893$529K0.0%+46.3%0.047%
(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, 229 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 ($66.34M), Envestnet Asset Management Inc. ($32.65M), Bank of America Corp DE ($26.95M), Cetera Investment Advisers ($23.02M), Raymond James Financial Inc. ($22.44M), and Royal Bank of Canada ($21.39M).Learn more on First Trust Large Cap Value AlphaDEX Fund's institutional investors.

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

Of the 170 institutional investors that purchased First Trust Large 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. ($903.52K), International Assets Investment Management LLC ($576.09K), Kaydan Wealth Management Inc. ($379.64K), IHT Wealth Management LLC ($247.23K), Cetera Investment Advisers ($188.95K), Kingsview Wealth Management LLC ($160.63K), and Independent Advisor Alliance ($97.87K).

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

Institutional investors have bought a total of 2,459,953 shares in the last 24 months. This purchase volume represents approximately $189.76M in transactions.

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

Of the 119 institutional investors that sold First Trust Large Cap Value AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kaydan Wealth Management Inc. ($283.33K), International Assets Investment Management LLC ($261.70K), Raymond James Financial Inc. ($166.44K), Envestnet Asset Management Inc. ($134.69K), Midwest Heritage Bank FSB ($126.87K), Kingsview Wealth Management LLC ($81.59K), and Coppell Advisory Solutions LLC ($67.80K).

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

Institutional investors have sold a total of 1,929,821 shares in the last 24 months. This volume of shares sold represents approximately $149.08M in transactions.


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This page (NASDAQ:FTA) was last updated on 10/16/2025 by MarketBeat.com Staff
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