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

First Trust Large Cap Value AlphaDEX Fund logo
$73.28 -0.24 (-0.33%)
As of 05/1/2025 04:00 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)
115
Total
Institutional Inflows
(last 12 months)
$206.57M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$106.09M
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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
5/1/2025MTM Investment Management LLC4,242$325K0.1%-14.3%0.029%
5/1/2025Gateway 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%
3/12/2025Centaurus Financial Inc.1,718$131K0.0%N/A0.011%
2/27/2025 ABLE Financial Group LLC7,121$544K0.2%-3.0%0.047%
2/25/2025Armis Advisers LLC5,576$426K0.1%N/A0.037%
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2/19/2025Richmond Investment Services LLC6,716$514K0.3%N/A0.044%
2/18/2025Focus Partners Advisor Solutions LLC2,836$217K0.0%-9.6%0.019%
2/18/2025Mpwm Advisory Solutions LLC714$55K0.0%N/A0.005%
2/17/2025Waverly Advisors LLC13,177$1.01M0.0%N/A0.087%
2/17/2025Snowden Capital Advisors LLC70,255$5.37M0.2%-4.5%0.465%
2/17/2025Royal Bank of Canada278,963$21.33M0.0%+0.4%1.847%
2/17/2025Focus Partners Wealth3,423$262K0.0%N/A0.023%
2/17/2025D. E. Shaw & Co. Inc.2,864$219K0.0%-31.5%0.019%
2/17/2025Cetera Investment Advisers289,713$22.15M0.0%-0.6%1.919%
2/17/2025Citadel Advisors LLC9,942$760K0.0%-60.9%0.066%
2/17/2025Baird Financial Group Inc.10,206$780K0.0%-7.6%0.068%
2/17/2025Bank of America Corp DE296,458$22.67M0.0%-0.3%1.963%
2/17/2025Benjamin Edwards Inc.40,943$3.13M0.0%+7.4%0.271%
2/14/2025Mercer Global Advisors Inc. ADV3,009$230K0.0%-19.0%0.020%
2/14/2025Jane Street Group LLC28,733$2.20M0.0%+100.0%0.190%
2/14/2025Comerica Bank9,011$689K0.0%-20.9%0.060%
2/14/2025Three Seasons Wealth LLC8,008$612K0.3%N/A0.053%
2/14/2025Integrated Wealth Concepts LLC200,289$15.31M0.2%+1.5%1.326%
2/14/2025Coppell Advisory Solutions LLC70,972$5.43M0.8%-22.7%0.470%
2/14/2025Susquehanna International Group LLP61,014$4.67M0.0%+197.4%0.404%
2/14/2025IHT Wealth Management LLC301,256$23.03M0.7%+457.6%1.995%
2/14/2025Stifel Financial Corp57,625$4.41M0.0%+3.5%0.382%
2/14/2025 OneDigital Investment Advisors LLC10,453$799K0.0%+21.3%0.069%
2/14/2025Tower Research Capital LLC TRC 12,051$921K0.0%+67.9%0.080%
2/14/2025MML Investors Services LLC14,985$1.15M0.0%+30.4%0.099%
2/14/2025First Trust Advisors LP18,780$1.44M0.0%+15.5%0.124%
2/14/2025GeoWealth Management LLC2,728$209K0.0%-80.2%0.018%
2/13/2025NewEdge Advisors LLC32,433$2.48M0.0%+423.1%0.215%
2/13/2025LaSalle St. Investment Advisors LLC17,642$1.35M0.4%N/A0.117%
2/13/2025Rockefeller Capital Management L.P.15,873$1.21M0.0%+3.1%0.105%
2/13/2025 Kraft Davis & Associates LLC5,513$427K0.1%N/A0.037%
2/13/2025Raymond James Financial Inc.451,761$34.54M0.0%N/A2.992%
2/13/2025 Envestnet Asset Management Inc.417,035$31.89M0.0%-23.5%2.762%
2/13/2025Wells Fargo & Company MN213,578$16.33M0.0%-9.0%1.414%
2/12/2025OneAscent Financial Services LLC20,331$1.56M0.1%N/A0.135%
2/12/2025Private Portfolio Partners LLC6,893$527K0.1%-9.5%0.046%
2/12/2025RFG Bristol Wealth Advisors LLC2,626$201K0.1%N/A0.017%
2/12/2025StoneX Group Inc.19,239$1.47M0.1%-17.5%0.127%
2/12/2025FSB Premier Wealth Management Inc.30,871$2.36M0.9%-4.3%0.204%
2/12/2025BlueChip Wealth Advisors LLC5,655$432K0.2%+100.0%0.037%
2/12/2025Tucker Asset Management LLC2,138$163K0.0%+20.9%0.014%
2/12/2025Orion Portfolio Solutions LLC24,929$1.91M0.0%-32.0%0.165%
2/12/2025Blair William & Co. IL10,632$813K0.0%-19.6%0.070%
2/12/2025JPMorgan Chase & Co.22,323$1.71M0.0%-5.4%0.148%
2/12/2025Ausdal Financial Partners Inc.3,692$282K0.0%+23.3%0.024%
2/12/2025 Morey & Quinn Wealth Partners LLC7,680$587K0.5%N/A0.051%
2/11/2025Sequent Planning LLC3,115$238K0.1%-4.4%0.021%
2/11/2025LPL Financial LLC848,889$64.91M0.0%+6.5%5.622%
2/11/2025 Runnymede Capital Advisors Inc.350$27K0.0%N/A0.002%
2/11/2025Virtu Financial LLC40,182$3.07M0.2%N/A0.266%
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2/10/2025Clearwater Capital Advisors LLC6,586$504K0.0%-14.8%0.044%
2/10/2025Harbour Investments Inc.36,457$2.79M0.1%+3.6%0.241%
2/10/2025 Envestnet Portfolio Solutions Inc.29,174$2.23M0.0%-28.1%0.193%
2/10/2025Commonwealth Equity Services LLC160,526$12.27M0.0%+8.7%1.063%
2/10/2025Avantax Advisory Services Inc.123,187$9.42M0.1%-0.2%0.816%
2/7/2025PFG Advisors29,371$2.25M0.1%+127.6%0.195%
2/7/2025HighTower Advisors LLC7,006$536K0.0%-69.0%0.046%
2/7/2025Independent Advisor Alliance97,873$7.48M0.1%N/A0.648%
2/7/2025PNC Financial Services Group Inc.9,975$763K0.0%+2.0%0.066%
2/7/2025Ashton Thomas Private Wealth LLC4,608$352K0.0%-3.2%0.031%
(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, 218 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 ($64.91M), Raymond James Financial Inc. ($34.54M), Envestnet Asset Management Inc. ($32.37M), IHT Wealth Management LLC ($23.03M), Bank of America Corp DE ($22.67M), and Cetera Investment Advisers ($22.15M).Learn more on FTA's institutional investors.

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

Of the 171 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), Private Advisor Group LLC ($240.80K), Integrated Wealth Concepts LLC ($202.66K), and Envestnet Asset Management Inc. ($202.56K).

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

Institutional investors have bought a total of 5,378,043 shares in the last 24 months. This purchase volume represents approximately $465.13M in transactions.

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

Of the 145 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), Cetera Advisor Networks LLC ($178.15K), Truist Financial Corp ($137.67K), Midwest Heritage Bank FSB ($125.67K), and Sigma Planning Corp ($111.48K).

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

Institutional investors have sold a total of 2,912,150 shares in the last 24 months. This volume of shares sold represents approximately $213.17M in transactions.


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This page (NASDAQ:FTA) was last updated on 5/2/2025 by MarketBeat.com Staff
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