Free Trial
→ The Prophet's Newest Prediction (From Stansberry Research) (Ad) Buy FTA Stock  Free FTA Stock Alerts

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

First Trust Large Cap Value AlphaDEX Fund logo
$75.42 -1.79 (-2.32%)
As of 05/21/2025 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$199.69M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$127.94M
Get FTA Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Large Cap Value AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FTA Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Coppell Advisory Solutions LLC35,773$2.63M0.2%-49.6%0.246%
5/16/2025 Ashton Thomas Private Wealth LLC4,199$322K0.0%-8.9%0.029%
5/16/2025 Goldman Sachs Group Inc.105,715$8.11M0.0%-2.2%0.727%
5/16/2025 Jones Financial Companies Lllp6,893$529K0.0%+46.3%0.047%
5/16/2025 Pinnacle Family Advisors LLC6,927$531K0.3%-26.3%0.048%
5/16/2025 NewEdge Advisors LLC25,400$1.95M0.0%-21.7%0.175%
5/16/2025 Integrated Wealth Concepts LLC201,320$15.45M0.2%+0.5%1.384%
5/15/2025 Royal Bank of Canada278,761$21.39M0.0%-0.1%1.916%
5/15/2025 Baird Financial Group Inc.9,954$764K0.0%-2.5%0.068%
5/14/2025 Comerica Bank8,837$678K0.0%-1.9%0.061%
5/14/2025 Northwestern Mutual Wealth Management Co.8,059$618K0.0%-4.9%0.055%
5/14/2025 Kestra Advisory Services LLC19,288$1.48M0.0%-11.3%0.133%
5/13/2025 Raymond James Financial Inc.299,739$23.00M0.0%-33.7%2.060%
5/13/2025 RMR Capital Management LLC19,429$1.49M1.1%-0.9%0.134%
5/13/2025 Vestmark Advisory Solutions Inc.113,398$8.70M0.2%-8.3%0.779%
5/12/2025 Virtu Financial LLC17,669$1.36M0.1%-56.0%0.121%
5/12/2025 Benjamin Edwards Inc.65,224$5.00M0.1%+59.3%0.448%
5/9/2025 Atria Wealth Solutions Inc.21,429$1.64M0.0%-33.1%0.147%
5/9/2025 PNC Financial Services Group Inc.11,218$861K0.0%+12.5%0.077%
5/8/2025 Harbour Investments Inc.37,465$2.87M0.1%+2.8%0.257%
5/8/2025 FSB Premier Wealth Management Inc.26,966$2.07M0.8%-12.6%0.185%
5/8/2025 Arkadios Wealth Advisors38,940$2.99M0.1%-8.5%0.268%
5/7/2025 LPL Financial LLC864,647$66.34M0.0%+1.9%5.943%
5/6/2025 Assetmark Inc.107,009$8.21M0.0%+0.9%0.735%
5/6/2025 Cetera Investment Advisers299,756$23.00M0.0%+3.5%2.060%
5/6/2025 Avantax Advisory Services Inc.104,583$8.02M0.0%-15.1%0.719%
5/6/2025 Holistic Financial Partners134,086$10.29M5.0%+0.2%0.922%
5/6/2025 AE Wealth Management LLC95,060$7.29M0.1%+1.5%0.653%
5/6/2025 PFG Advisors23,400$1.80M0.1%-20.3%0.161%
5/5/2025 IFP Advisors Inc40,336$3.10M0.1%-22.4%0.277%
5/5/2025 OneAscent Financial Services LLC21,121$1.62M0.1%+3.9%0.145%
5/5/2025 Kestra Private Wealth Services LLC43,593$3.34M0.1%-2.9%0.300%
5/5/2025 STAR Financial Bank3,076$236K0.2%-11.5%0.021%
5/5/2025 Private Advisor Group LLC177,571$13.62M0.1%-10.1%1.220%
5/5/2025 Diversify Advisory Services LLC2,888$212K0.0%-17.6%0.020%
5/2/2025 Independent Wealth Network Inc.5,606$430K0.2%-3.8%0.039%
5/2/2025 Midwest Heritage Bank FSB73,791$5.66M2.3%-44.6%0.507%
5/2/2025 Kingsview Wealth Management LLC203,354$15.60M0.3%-10.3%1.398%
5/2/2025 Larson Financial Group LLC480$37K0.0%N/A0.003%
5/2/2025 Apollon Wealth Management LLC4,373$335K0.0%-27.9%0.030%
Warning: Prepare to Be Shocked by These Payouts (Ad)

There's a strategy out there paying up to 70% on tech stocks like Amazon, Tesla, and Microsoft—stocks that don't even pay dividends. It's fast, it's legal, and most people have no clue it exists.

Click here to see how much you could be collecting each month →
5/2/2025 Sigma Planning Corp21,769$1.67M0.1%+25.1%0.150%
5/1/2025 MTM Investment Management LLC4,242$325K0.1%-14.3%0.029%
5/1/2025 Gateway Wealth Partners LLC29,898$2.29M0.5%-16.6%0.205%
4/30/2025 Moloney Securities Asset Management LLC2,825$217K0.0%-15.2%0.019%
4/30/2025 Stratos Wealth Partners LTD.14,448$1.11M0.0%-20.9%0.099%
4/30/2025 Blackhawk Capital Partners LLC.10,323$792K0.4%-44.7%0.071%
4/30/2025 Synergy Investment Management LLC2,060$158K0.1%-30.5%0.014%
4/29/2025 Envestnet Asset Management Inc.421,855$32.37M0.0%+1.2%2.899%
4/29/2025 Concurrent Investment Advisors LLC16,499$1.27M0.0%-2.8%0.113%
4/29/2025 Bank of New York Mellon Corp38,721$2.97M0.0%-4.5%0.266%
4/29/2025 Eukles Asset Management9,150$702K0.3%-1.7%0.063%
4/28/2025 D.A. Davidson & CO.38,789$2.98M0.0%+5.7%0.267%
4/28/2025 Private Trust Co. NA430$33K0.0%-31.1%0.003%
4/28/2025 Rossby Financial LCC1,358$99K0.0%N/A0.009%
4/28/2025 DAVENPORT & Co LLC6,919$531K0.0%-11.2%0.048%
4/28/2025 ABLE Financial Group LLC5,728$439K0.1%-19.6%0.039%
4/24/2025 Sunbelt Securities Inc.370$28K0.0%-51.8%0.003%
4/24/2025 Kraft Davis & Associates LLC5,131$366K0.1%-6.9%0.035%
4/23/2025 Cottonwood Capital Advisors LLC61,960$4.75M3.5%-3.6%0.426%
4/23/2025 Western Wealth Management LLC15,676$1.20M0.1%-6.6%0.108%
4/23/2025 Golden State Wealth Management LLC1,796$138K0.0%+100.0%0.012%
4/21/2025 Envestnet Portfolio Solutions Inc.27,382$2.10M0.0%-6.1%0.188%
4/17/2025 Kaydan Wealth Management Inc.276,469$21.21M6.8%+0.2%1.900%
4/17/2025 Janney Montgomery Scott LLC71,931$5.52M0.0%-5.8%0.494%
4/17/2025 Tcfg Wealth Management LLC13,997$1.07M0.5%-3.5%0.096%
4/17/2025 American Institute for Advanced Investment Management LLP7,145$548K0.4%-8.7%0.049%
4/15/2025 Trueblood Wealth Management LLC37,233$2.86M1.3%+5.4%0.256%
4/15/2025 GAMMA Investing LLC618$47K0.0%-39.2%0.004%
4/15/2025 Wealthcare Advisory Partners LLC3,574$274K0.0%N/A0.025%
4/14/2025 Farther Finance Advisors LLC465$36K0.0%+447.1%0.003%
4/14/2025 Park Avenue Securities LLC21,679$1.66M0.0%+3.6%0.149%
4/10/2025 Iams Wealth Management LLC33,654$2.58M1.2%-26.7%0.230%
4/9/2025 RFG Advisory LLC8,261$634K0.0%-14.6%0.056%
4/9/2025 HBW Advisory Services LLC4,436$340K0.0%-48.2%0.030%
4/9/2025 NBC Securities Inc.9,317$714K0.1%+84,600.0%0.064%
4/8/2025 Private Client Services LLC3,925$301K0.1%-28.4%0.027%
4/7/2025 GAMMA Investing LLC47,413$3.64M0.0%+4,562.0%0.324%
3/17/2025 Wealth Enhancement Advisory Services LLC2,963$227K0.0%N/A0.020%
3/12/2025 Centaurus Financial Inc.1,718$131K0.0%N/A0.011%
2/27/2025 ABLE Financial Group LLC7,121$544K0.2%-3.0%0.047%
2/25/2025 Armis Advisers LLC5,576$426K0.1%N/A0.037%
2/19/2025 Richmond Investment Services LLC6,716$514K0.3%N/A0.044%
2/18/2025 Focus Partners Advisor Solutions LLC2,836$217K0.0%-9.6%0.019%
2/18/2025 Mpwm Advisory Solutions LLC714$55K0.0%N/A0.005%
2/17/2025 Waverly Advisors LLC13,177$1.01M0.0%N/A0.087%
2/17/2025 Snowden Capital Advisors LLC70,255$5.37M0.2%-4.5%0.465%
2/17/2025 Royal Bank of Canada278,963$21.33M0.0%+0.4%1.847%
2/17/2025 Focus Partners Wealth3,423$262K0.0%N/A0.023%
2/17/2025 D. E. Shaw & Co. Inc.2,864$219K0.0%-31.5%0.019%
2/17/2025 Cetera Investment Advisers289,713$22.15M0.0%-0.6%1.919%
Warning: Prepare to Be Shocked by These Payouts (Ad)

There's a strategy out there paying up to 70% on tech stocks like Amazon, Tesla, and Microsoft—stocks that don't even pay dividends. It's fast, it's legal, and most people have no clue it exists.

Click here to see how much you could be collecting each month →
2/17/2025 Citadel Advisors LLC9,942$760K0.0%-60.9%0.066%
2/17/2025 Baird Financial Group Inc.10,206$780K0.0%-7.6%0.068%
2/17/2025 Bank of America Corp DE296,458$22.67M0.0%-0.3%1.963%
2/17/2025 Benjamin Edwards Inc.40,943$3.13M0.0%+7.4%0.271%
2/14/2025 Mercer Global Advisors Inc. ADV3,009$230K0.0%-19.0%0.020%
2/14/2025 Jane Street Group LLC28,733$2.20M0.0%+100.0%0.190%
2/14/2025 Comerica Bank9,011$689K0.0%-20.9%0.060%
2/14/2025 Three Seasons Wealth LLC8,008$612K0.3%N/A0.053%
2/14/2025 Integrated Wealth Concepts LLC200,289$15.31M0.2%+1.5%1.326%
2/14/2025 Coppell Advisory Solutions LLC70,972$5.43M0.8%-22.7%0.470%
(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, 220 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. ($32.37M), IHT Wealth Management LLC ($23.03M), Cetera Investment Advisers ($23.00M), Raymond James Financial Inc. ($23.00M), and Bank of America Corp DE ($22.67M).Learn more on FTA's institutional investors.

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

Of the 167 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: 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 4,331,698 shares in the last 24 months. This purchase volume represents approximately $322.60M in transactions.

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

Of the 150 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: Envestnet Asset Management Inc. ($325.29K), International Assets Investment Management LLC ($261.40K), Raymond James Financial Services Advisors Inc. ($186.44K), Midwest Heritage Bank FSB ($185.01K), Cetera Advisor Networks LLC ($178.15K), Raymond James Financial Inc. ($152.02K), and Truist Financial Corp ($137.67K).

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

Institutional investors have sold a total of 3,254,240 shares in the last 24 months. This volume of shares sold represents approximately $236.33M in transactions.


Related Companies

This page (NASDAQ:FTA) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored
A new financial chapter
Porter Stansberry says what happened last week could become the defining legacy of his financial publishing ca...
Porter & Company | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Watch This Robotics Demo Before July 23rd
Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... ...
Brownstone Research | Sponsored
Elon’s backup plan for AI
Elon knows the future isn’t about smarter AI — it’s about powering it. And this new technology is quietly b...
True Market Insiders | Sponsored
Exclusive Offer: Target 100% Returns Now
Brace yourself–this may come as a shock. It turns out that you may not have to wait decades to turn a small...
ProsperityPub | Sponsored
Prepare now for May 31 event
Prepare now for May 31 event Circle May 31 on your calendar This man grew up in a trailer in New Mexico. To...
Stansberry Research | Sponsored
Memorial Day: 59% dividend from Bitcoin (No Crypto Needed)
140% Dividends from stocks like Tesla? Discover How for Just $9! For Memorial Day, get the full details of ...
Investors Alley | Sponsored