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

First Trust Large Cap Value AlphaDEX Fund logo
$94.93 0.00 (0.00%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$94.89 -0.04 (-0.04%)
As of 05/22/2026 04:10 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)
109
Total
Institutional Inflows
(last 12 months)
$71.22M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$104.17M
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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
5/19/2026 Western Wealth Management LLC14,010$1.29M0.0%-7.5%0.103%
5/19/2026 NewEdge Advisors LLC136,144$12.57M0.2%+37.0%0.997%
5/19/2026 Bank of America Corp DE391,307$36.14M0.0%+12.8%2.867%
5/19/2026 Centaurus Financial Inc.1,259$116K0.0%-22.0%0.009%
5/19/2026 Arkadios Wealth Advisors14,562$1.35M0.0%+8.8%0.107%
5/19/2026 IFS Group LLC6,233$576K0.5%N/A0.046%
5/18/2026 Royal Bank of Canada298,949$27.61M0.0%+0.5%2.190%
5/15/2026 Gateway Wealth Partners LLC69,377$6.41M0.2%+104.5%0.508%
5/13/2026 Cetera Investment Advisers345,175$31.88M0.0%+0.5%2.529%
5/13/2026 First Trust Advisors LP12,944$1.20M0.0%-9.4%0.095%
5/7/2026 Parallel Advisors LLC14,879$1.37M0.0%+558.1%0.109%
5/7/2026 WealthTrust Asset Management LLC4,256$393K0.2%+48.7%0.031%
5/6/2026 Assetmark 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%
5/5/2026 D.A. Davidson & CO.37,408$3.46M0.0%-1.0%0.274%
5/5/2026 Bank 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%
5/5/2026 Three Seasons Wealth LLC7,353$679K0.3%-8.2%0.054%
5/5/2026 Sanctuary Advisors LLC19,279$1.78M0.0%+1.1%0.141%
5/5/2026 BlueChip Wealth Advisors LLC4,518$417K0.2%-25.8%0.033%
5/5/2026 Sigma Planning Corp5,830$538K0.0%+11.4%0.043%
5/4/2026 HBW Advisory Services LLC15,178$1.40M0.1%+1.8%0.111%
5/1/2026 Fifth Third Bancorp6,990$646K0.0%N/A0.051%
4/30/2026 Kestra Advisory Services LLC20,473$1.89M0.0%+5.1%0.149%
4/30/2026 Quantum Portfolio Management LLC4,182$386K0.0%N/A0.031%
4/29/2026 Richmond Investment Services LLC12,494$1.15M0.2%-5.7%0.091%
4/27/2026 Private Advisor Group LLC144,185$13.32M0.1%-4.7%1.052%
4/23/2026 Asset 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%
4/22/2026 Janney Montgomery Scott LLC72,129$6.66M0.0%+11.0%0.526%
4/21/2026 Sequent Planning LLC3,283$303K0.1%+20.3%0.024%
4/21/2026 Wesbanco 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%
4/21/2026 Silver Oak Securities Incorporated2,282$211K0.0%-88.1%0.017%
4/20/2026 Kestra 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%
4/15/2026 Midwest Heritage Bank FSB46,264$4.27M1.4%-16.0%0.339%
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3/17/2026 Rockefeller Capital Management L.P.5,824$502K0.0%-15.5%0.043%
3/13/2026 World Investment Advisors2,989$257K0.0%N/A0.022%
2/18/2026 Mercer Global Advisors Inc. ADV2,788$240K0.0%N/A0.020%
2/18/2026 NewEdge 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%
2/18/2026 IHT Wealth Management LLC88,106$7.59M0.2%-59.1%0.643%
2/17/2026 Cetera Investment Advisers343,490$29.59M0.0%+0.4%2.507%
2/17/2026 Equitable Holdings Inc.18,929$1.63M0.0%+1.4%0.138%
2/17/2026 GeoWealth Management LLC3,990$344K0.0%-3.1%0.029%
2/17/2026 Regal Investment Advisors LLC28,017$2.41M0.1%-3.5%0.205%
2/17/2026 Osaic Holdings Inc.135,355$11.66M0.0%-3.6%0.988%
2/17/2026 Private Advisor Group LLC151,263$13.03M0.1%-6.8%1.104%
2/17/2026 &PARTNERS3,577$308K0.0%+16.2%0.026%
2/17/2026 Blair William & Co. IL928$80K0.0%-34.4%0.007%
2/17/2026 Royal Bank of Canada297,555$25.63M0.0%+9.3%2.172%
2/16/2026 STAR Financial Bank6,479$558K0.3%-4.7%0.047%
2/13/2026 Arete Wealth Advisors LLC2,383$205K0.0%N/A0.017%
2/13/2026 Kestra Advisory Services LLC19,486$1.68M0.0%+6.4%0.142%
2/13/2026 Stifel Financial Corp58,096$5.01M0.0%+3.4%0.424%
2/13/2026 Smartleaf Asset Management LLC562$49K0.0%+282.3%0.004%
2/13/2026 Morgan Stanley2,009,411$173.11M0.0%-2.1%14.667%
2/13/2026 Arkadios Wealth Advisors13,382$1.15M0.0%-7.5%0.098%
2/13/2026 Integrated Wealth Concepts LLC10,259$884K0.0%-94.9%0.075%
2/13/2026 Ausdal Financial Partners Inc.2,843$245K0.0%-8.5%0.021%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC733$63K0.0%N/A0.005%
2/13/2026 Wells Fargo & Company MN195,046$16.80M0.0%-2.6%1.424%
2/13/2026 Asset Allocation Strategies LLC5,573$480K0.1%+93.3%0.041%
2/12/2026 Orion Porfolio Solutions LLC25,001$2.15M0.0%+6.5%0.182%
2/12/2026 Commonwealth Equity Services LLC133,816$11.53M0.0%-13.2%0.977%
2/12/2026 StoneX Group Inc.14,957$1.29M0.1%-6.6%0.109%
2/12/2026 RMR Capital Management LLC11,195$964K0.7%-12.2%0.082%
2/12/2026 Steward Partners Investment Advisory LLC6,461$557K0.0%-13.9%0.047%
2/12/2026 Wedbush Securities Inc.4,236$365K0.0%+15.2%0.031%
2/12/2026 Principal Securities Inc.4,258$367K0.0%+4.9%0.031%
2/12/2026 Founders Financial Alliance LLC6,150$530K0.1%+5.8%0.045%
2/12/2026 Great Valley Advisor Group Inc.11,762$1.01M0.0%+3.2%0.086%
2/11/2026 Gateway Wealth Partners LLC33,928$2.92M0.3%+11.3%0.248%
2/11/2026 Janney Montgomery Scott LLC64,959$5.60M0.0%-2.0%0.474%
2/11/2026 Focus Partners Advisor Solutions LLC2,955$255K0.0%N/A0.022%
2/11/2026 1776 Wealth LLC4,224$364K0.1%-3.3%0.031%
2/11/2026 LPL Financial LLC1,001,829$86.31M0.0%+8.4%7.313%
2/11/2026 Hilton Head Capital Partners LLC2,161$186K0.1%N/A0.016%
2/11/2026 OneAscent Financial Services LLC22,170$1.91M0.2%-3.5%0.162%
2/11/2026 Parallel Advisors LLC2,261$195K0.0%+8,596.2%0.017%
2/10/2026 REAP Financial Group LLC2,774$239K0.0%-14.9%0.020%
2/10/2026 Goldman Sachs Group Inc.84,522$7.28M0.0%-0.4%0.617%
2/10/2026 Northwestern Mutual Wealth Management Co.6,298$543K0.0%+5.7%0.046%
2/10/2026 IFG Advisory LLC4,534$391K0.0%-17.1%0.033%
2/9/2026 Kingsview Wealth Management LLC191,676$16.51M0.2%-1.8%1.399%
2/9/2026 Integrity Alliance LLC.3,202$276K0.0%+29.4%0.023%
The Iran War Just Broke the Gold Market (Ad)

The Iran war isn't just a geopolitical event. It's a financial one. Within hours of the strikes, oil surged… Defense stocks exploded…And gold ripped past $5,000.tc pixel

You can see the evidence — and the ticker symbol — here >>>
2/9/2026 Smithfield Trust Co720$62K0.0%+20.0%0.005%
2/9/2026 Harbour Investments Inc.100,604$8.67M0.2%+9.4%0.734%
2/9/2026 Eukles Asset Management8,813$759K0.3%-4.0%0.064%
2/9/2026 Prospera Financial Services Inc42,168$3.63M0.1%+2.8%0.308%
2/6/2026Global Retirement Partners LLC5,107$440K0.0%-49.3%0.037%
2/6/2026 IFP Advisors Inc42,400$3.65M0.1%+4.2%0.309%
2/6/2026 Cullen Frost Bankers Inc.455$39K0.0%+51.2%0.003%
2/6/2026 Envestnet Portfolio Solutions Inc.7,732$666K0.0%+3.5%0.056%
2/5/2026 Sequent Planning LLC2,730$235K0.1%-4.1%0.020%
2/5/2026Tucker Asset Management LLC2,250$194K0.1%-24.2%0.016%


FTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 234 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 174 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), LPL Financial LLC ($145.50K), NewEdge Advisors LLC ($136.98K), Independent Advisor Alliance ($97.87K), and Kaydan Wealth Management Inc. ($92.29K).

Institutional investors have bought a total of 840,154 shares in the last 24 months. This purchase volume represents approximately $71.22M in transactions.

Of the 99 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), Kaydan Wealth Management Inc. ($187.33K), IHT Wealth Management LLC ($183.19K), Vestmark Advisory Solutions Inc. ($104.53K), Creative Planning ($55.31K), Morgan Stanley ($42.64K), and Private Advisor Group LLC ($28.74K).

Institutional investors have sold a total of 1,256,091 shares in the last 24 months. This volume of shares sold represents approximately $104.17M in transactions.


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This page (NASDAQ:FTA) was last updated on 5/25/2026 by MarketBeat.com Staff.
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