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

First Trust Large Cap Value AlphaDEX Fund logo
$100.40 +1.55 (+1.57%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$100.39 -0.01 (-0.01%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
105
Total
Institutional Inflows
(last 12 months)
$76.15M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$84.12M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 First Heartland Consultants Inc.2,575$249K0.0%N/A0.019%
7/8/2026 Midwest Financial Network LLC17,658$1.71M1.2%-18.6%0.129%
7/2/2026 CX Institutional258$25K0.0%-45.0%0.002%
7/1/2026 Eastern Bank326$32K0.0%N/A0.002%
6/18/2026Western Wealth Management LLC14,010$1.29M0.0%-7.5%0.103%
6/4/2026 Midwest Financial Network LLC21,697$2.00M1.6%-22.8%0.159%
6/3/2026Parallel Advisors LLC14,879$1.37M0.0%+558.1%0.109%
6/3/2026NewEdge Advisors LLC156,182$14.42M0.1%+57.1%1.144%
5/19/2026Western Wealth Management LLC14,010$1.29M0.0%-7.5%0.103%
5/19/2026NewEdge Advisors LLC136,144$12.57M0.2%+37.0%0.997%
5/19/2026Bank of America Corp DE391,307$36.14M0.0%+12.8%2.867%
5/19/2026Centaurus Financial Inc.1,259$116K0.0%-22.0%0.009%
5/19/2026Arkadios Wealth Advisors14,562$1.35M0.0%+8.8%0.107%
5/19/2026 IFS Group LLC6,233$576K0.5%N/A0.046%
5/18/2026Royal Bank of Canada298,949$27.61M0.0%+0.5%2.190%
5/15/2026Gateway Wealth Partners LLC69,377$6.41M0.2%+104.5%0.508%
5/13/2026Cetera Investment Advisers345,175$31.88M0.0%+0.5%2.529%
5/13/2026First Trust Advisors LP12,944$1.20M0.0%-9.4%0.095%
5/7/2026Parallel Advisors LLC14,879$1.37M0.0%+558.1%0.109%
5/7/2026WealthTrust Asset Management LLC4,256$393K0.2%+48.7%0.031%
5/6/2026Assetmark Inc.138,721$12.81M0.0%-1.6%1.016%
5/6/2026 Main Street Group LTD360$33K0.0%N/A0.003%
5/6/2026 Independent Financial Group LLC8,907$823K0.0%N/A0.065%
5/5/2026D.A. Davidson & CO.37,408$3.46M0.0%-1.0%0.274%
5/5/2026Bank of New York Mellon Corp42,322$3.91M0.0%+5.4%0.310%
5/5/2026 Blackhawk Capital Partners LLC9,150$845K0.3%+4.9%0.067%
5/5/2026Three Seasons Wealth LLC7,353$679K0.3%-8.2%0.054%
5/5/2026Sanctuary Advisors LLC19,279$1.78M0.0%+1.1%0.141%
5/5/2026BlueChip Wealth Advisors LLC4,518$417K0.2%-25.8%0.033%
5/5/2026Sigma Planning Corp5,830$538K0.0%+11.4%0.043%
5/4/2026 HBW Advisory Services LLC15,178$1.40M0.1%+1.8%0.111%
5/1/2026Fifth Third Bancorp6,990$646K0.0%N/A0.051%
4/30/2026Kestra Advisory Services LLC20,473$1.89M0.0%+5.1%0.149%
4/30/2026Quantum Portfolio Management LLC4,182$386K0.0%N/A0.031%
4/29/2026Richmond Investment Services LLC12,494$1.15M0.2%-5.7%0.091%
4/27/2026Private Advisor Group LLC144,185$13.32M0.1%-4.7%1.052%
4/23/2026Asset Allocation Strategies LLC4,513$417K0.1%-19.0%0.033%
4/23/2026 Apollon Wealth Management LLC4,251$393K0.0%-5.0%0.031%
4/22/2026 Patriot Financial Group Insurance Agency LLC3,786$350K0.0%N/A0.028%
4/22/2026Janney Montgomery Scott LLC72,129$6.66M0.0%+11.0%0.526%
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4/21/2026Sequent Planning LLC3,283$303K0.1%+20.3%0.024%
4/21/2026Wesbanco Bank Inc.2,949$272K0.0%-8.8%0.022%
4/21/2026 Independent Wealth Network Inc.5,365$495K0.1%-4.7%0.039%
4/21/2026Silver Oak Securities Incorporated2,282$211K0.0%-88.1%0.017%
4/20/2026Kestra Private Wealth Services LLC15,206$1.40M0.0%-64.1%0.111%
4/20/2026 RFG Advisory LLC21,572$1.99M0.0%+393.5%0.157%
4/17/2026 Cottonwood Capital Advisors LLC57,809$5.34M3.8%-3.8%0.422%
4/15/2026Midwest Heritage Bank FSB46,264$4.27M1.4%-16.0%0.339%
3/17/2026Rockefeller Capital Management L.P.5,824$502K0.0%-15.5%0.043%
3/13/2026World Investment Advisors2,989$257K0.0%N/A0.022%
2/18/2026Mercer Global Advisors Inc. ADV2,788$240K0.0%N/A0.020%
2/18/2026NewEdge Advisors LLC99,385$8.56M0.0%+257.5%0.725%
2/18/2026 Pacific Excel Wealth Advisors Inc.10,055$866K1.6%N/A0.073%
2/18/2026IHT Wealth Management LLC88,106$7.59M0.2%-59.1%0.643%
2/17/2026Cetera Investment Advisers343,490$29.59M0.0%+0.4%2.507%
2/17/2026Equitable Holdings Inc.18,929$1.63M0.0%+1.4%0.138%
2/17/2026GeoWealth Management LLC3,990$344K0.0%-3.1%0.029%
2/17/2026Regal Investment Advisors LLC28,017$2.41M0.1%-3.5%0.205%
2/17/2026Osaic Holdings Inc.135,355$11.66M0.0%-3.6%0.988%
2/17/2026Private Advisor Group LLC151,263$13.03M0.1%-6.8%1.104%
2/17/2026&PARTNERS3,577$308K0.0%+16.2%0.026%
2/17/2026Blair William & Co. IL928$80K0.0%-34.4%0.007%
2/17/2026Royal Bank of Canada297,555$25.63M0.0%+9.3%2.172%
2/16/2026STAR Financial Bank6,479$558K0.3%-4.7%0.047%
2/13/2026Arete Wealth Advisors LLC2,383$205K0.0%N/A0.017%
2/13/2026Kestra Advisory Services LLC19,486$1.68M0.0%+6.4%0.142%
2/13/2026Stifel Financial Corp58,096$5.01M0.0%+3.4%0.424%
2/13/2026Smartleaf Asset Management LLC562$49K0.0%+282.3%0.004%
2/13/2026Morgan Stanley2,009,411$173.11M0.0%-2.1%14.667%
2/13/2026Arkadios Wealth Advisors13,382$1.15M0.0%-7.5%0.098%
2/13/2026Integrated Wealth Concepts LLC10,259$884K0.0%-94.9%0.075%
2/13/2026Ausdal Financial Partners Inc.2,843$245K0.0%-8.5%0.021%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC733$63K0.0%N/A0.005%
2/13/2026Wells Fargo & Company MN195,046$16.80M0.0%-2.6%1.424%
2/13/2026Asset Allocation Strategies LLC5,573$480K0.1%+93.3%0.041%
2/12/2026Orion Porfolio Solutions LLC25,001$2.15M0.0%+6.5%0.182%
2/12/2026Commonwealth Equity Services LLC133,816$11.53M0.0%-13.2%0.977%
2/12/2026StoneX Group Inc.14,957$1.29M0.1%-6.6%0.109%
2/12/2026RMR Capital Management LLC11,195$964K0.7%-12.2%0.082%
2/12/2026Steward Partners Investment Advisory LLC6,461$557K0.0%-13.9%0.047%
2/12/2026Wedbush Securities Inc.4,236$365K0.0%+15.2%0.031%
2/12/2026Principal Securities Inc.4,258$367K0.0%+4.9%0.031%
2/12/2026Founders Financial Alliance LLC6,150$530K0.1%+5.8%0.045%
2/12/2026Great Valley Advisor Group Inc.11,762$1.01M0.0%+3.2%0.086%
2/11/2026Gateway Wealth Partners LLC33,928$2.92M0.3%+11.3%0.248%
2/11/2026Janney Montgomery Scott LLC64,959$5.60M0.0%-2.0%0.474%
2/11/2026Focus Partners Advisor Solutions LLC2,955$255K0.0%N/A0.022%
2/11/20261776 Wealth LLC4,224$364K0.1%-3.3%0.031%
2/11/2026LPL Financial LLC1,001,829$86.31M0.0%+8.4%7.313%
2/11/2026Hilton Head Capital Partners LLC2,161$186K0.1%N/A0.016%
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2/11/2026OneAscent Financial Services LLC22,170$1.91M0.2%-3.5%0.162%
2/11/2026Parallel Advisors LLC2,261$195K0.0%+8,596.2%0.017%
2/10/2026REAP Financial Group LLC2,774$239K0.0%-14.9%0.020%
2/10/2026Goldman Sachs Group Inc.84,522$7.28M0.0%-0.4%0.617%
2/10/2026Northwestern Mutual Wealth Management Co.6,298$543K0.0%+5.7%0.046%
2/10/2026IFG Advisory LLC4,534$391K0.0%-17.1%0.033%
2/9/2026Kingsview Wealth Management LLC191,676$16.51M0.2%-1.8%1.399%
2/9/2026Integrity Alliance LLC.3,202$276K0.0%+29.4%0.023%
2/9/2026Smithfield Trust Co720$62K0.0%+20.0%0.005%
2/9/2026Harbour Investments Inc.100,604$8.67M0.2%+9.4%0.734%


FTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 233 institutional investors and hedge funds held shares of First Trust Large Cap Value AlphaDEX Fund. The most heavily invested institutionals were Morgan Stanley ($173.11M), LPL Financial LLC ($86.31M), UBS Group AG ($83.73M), Bank of America Corp DE ($36.14M), Envestnet Asset Management Inc. ($33.87M), Cetera Investment Advisers ($31.88M), and Royal Bank of Canada ($27.61M).Learn more on First Trust Large Cap Value AlphaDEX Fund's institutional investors.

Of the 171 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. ($910.13K), International Assets Investment Management LLC ($264.79K), IHT Wealth Management LLC ($247.23K), NewEdge Advisors LLC ($193.77K), LPL Financial LLC ($145.50K), Independent Advisor Alliance ($97.87K), and Benjamin Edwards Inc. ($91.17K).

Institutional investors have bought a total of 890,093 shares in the last 24 months. This purchase volume represents approximately $76.15M in transactions.

Of the 97 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: Integrated Wealth Concepts LLC ($191.69K), IHT Wealth Management LLC ($183.19K), Vestmark Advisory Solutions Inc. ($104.53K), Creative Planning ($55.31K), Morgan Stanley ($42.64K), Private Advisor Group LLC ($28.74K), and Kestra Private Wealth Services LLC ($28.58K).

Institutional investors have sold a total of 998,733 shares in the last 24 months. This volume of shares sold represents approximately $84.12M in transactions.


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This page (NASDAQ:FTA) was last updated on 7/25/2026 by MarketBeat.com Staff.
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