Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

First Trust Large Cap Value AlphaDEX Fund logo
$81.39 -0.31 (-0.38%)
As of 04:00 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)
108
Total
Institutional Inflows
(last 12 months)
$187.83M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$146.80M
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
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%
8/13/2025 StoneX Group Inc.16,623$1.31M0.1%-11.1%0.119%
8/13/2025 Cresset Asset Management LLC2,648$208K0.0%N/A0.019%
8/13/2025 Gateway Wealth Partners LLC29,702$2.34M0.4%-0.7%0.213%
8/13/2025 Baird Financial Group Inc.31,020$2.44M0.0%+211.6%0.222%
8/13/2025 First Trust Advisors LP14,288$1.12M0.0%-2.6%0.102%
8/13/2025 Northwestern Mutual Wealth Management Co.7,089$557K0.0%-12.0%0.051%
8/12/2025 J.W. Cole Advisors Inc.3,183$250K0.0%N/A0.023%
8/12/2025 Richmond Investment Services LLC13,438$1.06M0.2%+100.1%0.096%
8/12/2025 Steward Partners Investment Advisory LLC8,264$650K0.0%-6.4%0.059%
8/12/2025 Global Retirement Partners LLC9,824$772K0.0%N/A0.070%
8/12/2025 JPMorgan Chase & Co.20,478$1.61M0.0%-2.9%0.147%
8/11/2025 Western Wealth Management LLC15,003$1.18M0.1%-4.3%0.108%
8/8/2025 MTM Investment Management LLC3,514$276K0.1%-17.2%0.025%
8/8/2025 Kingsview Wealth Management LLC199,588$15.69M0.3%-1.9%1.431%
8/8/2025 Avantax Advisory Services Inc.85,016$6.69M0.0%-18.7%0.609%
8/8/2025 WealthTrust Asset Management LLC2,849$224K0.2%-32.7%0.020%
8/8/2025 Cetera Investment Advisers292,810$23.02M0.0%-2.3%2.099%
8/8/2025 Creative Planning43,332$3.41M0.0%-54.3%0.311%
8/8/2025 PNC Financial Services Group Inc.10,409$818K0.0%-7.2%0.075%
8/7/2025 Allworth Financial LP9,025$710K0.0%-5.6%0.065%
8/7/2025 PFG Advisors16,518$1.30M0.0%-29.4%0.118%
8/6/2025 AE Wealth Management LLC93,783$7.37M0.1%-1.3%0.672%
8/6/2025 Vestmark Advisory Solutions Inc.202,848$15.95M0.2%+78.9%1.454%
8/6/2025 Eukles Asset Management8,987$707K0.3%-1.8%0.064%
8/5/2025 Holistic Financial Partners132,191$10.39M4.5%-1.4%0.948%
8/5/2025 Sigma Planning Corp9,615$756K0.0%-55.8%0.069%
8/5/2025 American Institute for Advanced Investment Management LLP6,260$492K0.3%-12.4%0.045%
8/4/2025 IFG Advisory LLC4,679$368K0.0%-11.6%0.034%
8/4/2025 Atria Investments Inc42,769$3.36M0.0%+6.1%0.307%
8/4/2025 Assetmark Inc.131,282$10.32M0.0%+22.7%0.941%
8/4/2025 Spire Wealth Management1,624$128K0.0%-47.6%0.012%
8/4/2025 Arkadios Wealth Advisors14,912$1.17M0.0%-61.7%0.107%
8/4/2025 Daymark Wealth Partners LLC3,774$297K0.0%N/A0.027%
8/1/2025 Bessemer Group Inc.784$62K0.0%N/A0.006%
8/1/2025 Envestnet Asset Management Inc.415,281$32.65M0.0%-1.6%2.977%
7/31/2025 Moloney Securities Asset Management LLC2,563$202K0.0%-9.3%0.018%
7/30/2025 D.A. Davidson & CO.38,126$3.00M0.0%-1.7%0.271%
7/29/2025 Chicago Partners Investment Group LLC14,916$1.22M0.0%-3.4%0.106%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
7/29/2025 International Assets Investment Management LLC3,087$243K0.0%-8.9%0.022%
7/29/2025 Cottonwood Capital Advisors LLC60,935$4.79M3.2%-1.7%0.434%
7/29/2025 Stratos Wealth Partners LTD.14,660$1.15M0.0%+1.5%0.104%
7/29/2025 Empirical Asset Management LLC2,558$201K0.1%N/A0.018%
7/28/2025 Triton Wealth Management PLLC23,681$1.91M0.8%N/A0.169%
7/28/2025 RMR Capital Management LLC11,729$922K0.7%-39.6%0.083%
7/28/2025 Harbour Investments Inc.39,709$3.12M0.1%+6.0%0.283%
7/25/2025 Atria Wealth Solutions Inc.2,766$217K0.0%-87.1%0.020%
7/25/2025 Envestnet Portfolio Solutions Inc.9,698$763K0.0%-64.6%0.069%
7/25/2025 CWM LLC1,492$117K0.0%+27.2%0.011%
7/25/2025 Concurrent Investment Advisors LLC9,383$738K0.0%-43.1%0.067%
7/25/2025 Apollon Wealth Management LLC4,549$358K0.0%+4.0%0.032%
7/24/2025 IFP Advisors Inc38,692$3.04M0.1%-4.1%0.275%
7/24/2025 Blair William & Co. IL4,127$324K0.0%-61.2%0.029%
7/24/2025 US Bancorp DE8,819$693K0.0%+368.1%0.063%
7/23/2025 REAP Financial Group LLC3,087$243K0.1%-26.9%0.022%
7/23/2025 Trueblood Wealth Management LLC39,090$3.07M1.3%+5.0%0.278%
7/22/2025 DAVENPORT & Co LLC5,328$419K0.0%-23.0%0.038%
7/21/2025 Hilltop National Bank1,037$82K0.0%N/A0.007%
7/18/2025 Truist Financial Corp83,435$6.56M0.0%-4.8%0.594%
7/17/2025 Janney Montgomery Scott LLC69,398$5.46M0.0%-3.5%0.494%
7/16/2025 Midwest Heritage Bank FSB60,771$4.78M1.8%-17.6%0.433%
7/15/2025 Traction Financial Partners LLC5,783$455K0.3%N/A0.041%
7/14/2025 ABLE Financial Group LLC3,688$290K0.1%-35.6%0.026%
7/14/2025 Iams Wealth Management LLC35,387$2.78M1.3%+5.1%0.252%
7/14/2025 Park 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%
7/11/2025 Silver Oak Securities Incorporated18,845$1.48M0.1%+3.1%0.134%
7/11/2025 Kaydan Wealth Management Inc.91,273$7.18M2.4%-67.0%0.650%
7/10/2025 Wealth 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%
7/2/2025 HBW 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%
5/29/2025 Nova 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%
5/16/2025 Ashton 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%
5/16/2025 Jones Financial Companies Lllp6,893$529K0.0%+46.3%0.047%
5/16/2025Pinnacle Family Advisors LLC6,927$531K0.3%-26.3%0.048%
5/16/2025NewEdge Advisors LLC25,400$1.95M0.0%-21.7%0.175%
5/16/2025Integrated Wealth Concepts LLC201,320$15.45M0.2%+0.5%1.384%
5/15/2025Royal 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%
5/14/2025Comerica Bank8,837$678K0.0%-1.9%0.061%
5/14/2025 Northwestern Mutual Wealth Management Co.8,059$618K0.0%-4.9%0.055%
5/14/2025Kestra Advisory Services LLC19,288$1.48M0.0%-11.3%0.133%
5/13/2025Raymond 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%
Get This Stock Now (Ad)

This company is the lifeblood of AI data centers, yet almost no one has caught up with the story. Their hardware is so essential that the data center industry uses enough of it to stretch around the world 8 times – in a single building! So, if you own Nvidia stock now, you might be well-served to sell those shares and check out this under-the-radar play instead. Or if you missed the boat on Nvidia, this is a rare second chance to target tremendous profit potential as AI data centers spring up in every corner of the world.

Get my full take on this exciting play right here…
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%
5/12/2025Benjamin 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%
5/8/2025FSB 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%
(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, 226 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), IHT Wealth Management LLC ($23.03M), Cetera Investment Advisers ($23.02M), Bank of America Corp DE ($22.67M), and Raymond James Financial Inc. ($22.44M).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 166 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 2,436,985 shares in the last 24 months. This purchase volume represents approximately $187.83M in transactions.

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

Of the 124 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. ($288.37K), 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 ($56.02K).

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

Institutional investors have sold a total of 1,902,089 shares in the last 24 months. This volume of shares sold represents approximately $146.80M in transactions.


Related Companies

This page (NASDAQ:FTA) was last updated on 8/14/2025 by MarketBeat.com Staff
From Our Partners
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
Generate up to $5,000/month with 10X less money?
The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly inco...
Investors Alley | Sponsored
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
But this $20 American company could control the secret
The "Impossible" Chip That Runs on Pure Light Google's quantum computer shocked the world... but China DEMO...
The Oxford Club | 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
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
One stock to replace Nvidia
Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another...
InvestorPlace | Sponsored