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

First Trust Large Cap Value AlphaDEX Fund logo
$93.97 +0.25 (+0.27%)
Closing price 03:59 PM Eastern
Extended Trading
$93.96 0.00 (-0.01%)
As of 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)
106
Total
Institutional Inflows
(last 12 months)
$61.81M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$125.04M
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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
5/5/2026Bank of New York Mellon Corp42,322$3.91M0.0%+5.4%0.310%
5/5/2026Blackhawk 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%
5/5/2026 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%
3/17/2026Rockefeller Capital Management L.P.5,824$502K0.0%-15.5%0.043%
3/13/2026 World Investment Advisors2,989$257K0.0%N/A0.022%
2/18/2026Mercer Global Advisors Inc. ADV2,788$240K0.0%N/A0.020%
2/18/2026NewEdge Advisors LLC99,385$8.56M0.0%+257.5%0.725%
2/18/2026Pacific 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%
2/17/2026 Private Advisor Group LLC151,263$13.03M0.1%-6.8%1.104%
2/17/2026&PARTNERS3,577$308K0.0%+16.2%0.026%
2/17/2026Blair 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%
2/13/2026 Kestra 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%
2/13/2026 Asset Allocation Strategies LLC5,573$480K0.1%+93.3%0.041%
2/12/2026Orion Porfolio Solutions LLC25,001$2.15M0.0%+6.5%0.182%
2/12/2026 Commonwealth 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%
2/12/2026 Wedbush 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%
2/11/2026 Janney 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%
2/11/2026 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%
2/11/2026Parallel 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%
2/9/2026Eukles 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%
2/6/2026Cullen 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%
2/5/2026 Triton Wealth Management PLLC23,155$2.11M0.8%-1.0%0.169%
2/5/2026Western Wealth Management LLC15,148$1.31M0.1%+3.3%0.111%
2/5/2026Allworth Financial LP8,901$767K0.0%-2.5%0.065%
2/5/2026Atria Investments Inc41,042$3.54M0.0%-2.2%0.300%
2/4/2026 Midwest Heritage Bank FSB55,085$4.75M1.6%-5.8%0.402%
2/4/2026Blackhawk Capital Partners LLC8,720$751K0.3%-5.9%0.064%
2/3/2026NewEdge Wealth LLC16,792$1.45M0.0%-2.2%0.123%
2/3/2026 International Assets Investment Management LLC1,644$142K0.0%-46.7%0.012%
2/3/2026FSB Premier Wealth Management Inc.22,036$1.90M0.6%-0.8%0.161%
2/3/2026 Sequoia Financial Advisors LLC2,361$203K0.0%N/A0.017%
2/3/2026 Retirement Planning Group LLC2,914$251K0.0%-15.9%0.021%
2/3/2026 RFG Advisory LLC4,371$377K0.0%-4.9%0.032%
2/2/2026 Truist Financial Corp76,887$6.62M0.0%-5.1%0.561%
2/2/2026Sun Financial Inc11,966$1.03M0.6%N/A0.087%
2/2/2026Benjamin Edwards Inc.94,302$8.13M0.1%+12.3%0.688%
2/2/2026 Oppenheimer & Co. Inc.7,339$632K0.0%-2.1%0.054%


FTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTA shares?

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), Envestnet Asset Management Inc. ($33.87M), Cetera Investment Advisers ($29.59M), Bank of America Corp DE ($28.85M), and Royal Bank of Canada ($25.63M).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 175 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), Cetera Investment Advisers ($190.19K), LPL Financial LLC ($145.50K), NewEdge Advisors LLC ($100.22K), 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 748,136 shares in the last 24 months. This purchase volume represents approximately $61.81M in transactions.

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

Of the 104 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), Raymond James Financial Inc. ($166.44K), Vestmark Advisory Solutions Inc. ($114.84K), Creative Planning ($55.31K), and Coppell Advisory Solutions LLC ($46.97K).

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

Institutional investors have sold a total of 1,529,287 shares in the last 24 months. This volume of shares sold represents approximately $125.04M in transactions.


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