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

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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)
126
Total
Institutional Inflows
(last 12 months)
$304.74M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$168.21M
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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
4/16/2024OneAscent Financial Services LLC22,965$1.75M0.2%+13.4%0.143%
4/16/2024Pinnacle Bancorp Inc.963$74K0.0%N/A0.006%
4/12/2024 Keystone Wealth Services LLC13,338$1.02M0.3%-2.4%0.083%
4/12/2024 Kaydan Wealth Management Inc.287,355$21.95M7.5%N/A1.779%
4/11/2024 SignalPoint Asset Management LLC33,788$2.58M0.7%-20.6%0.209%
4/11/2024 RFG Advisory LLC6,796$519K0.0%-2.9%0.042%
4/10/2024 Aprio Wealth Management LLC2,750$210K0.0%N/A0.017%
4/10/2024 Park Avenue Securities LLC25,467$1.95M0.0%+1.5%0.158%
4/5/2024 NBC Securities Inc.23,321$1.78M0.2%-25.8%0.143%
3/22/2024PNC Financial Services Group Inc.12,786$906K0.0%-74.2%0.078%
3/15/2024BlueChip Wealth Advisors LLC4,021$285K0.2%N/A0.025%
3/15/2024B. Riley Wealth Advisors Inc.8,568$607K0.0%-35.2%0.053%
3/4/2024Tucker Asset Management LLC757$54K0.0%-37.9%0.005%
2/23/2024Chicago Partners Investment Group LLC21,583$1.50M0.1%+4.3%0.132%
2/16/2024Harbour Investments Inc.21,417$1.52M0.1%-15.1%0.131%
2/15/2024Virtue Capital Management LLC3,417$242K0.0%N/A0.021%
2/15/2024Main Street Group LTD360$26K0.0%N/A0.002%
2/15/2024Baird Financial Group Inc.14,152$1.00M0.0%-74.8%0.087%
2/15/2024Citadel Advisors LLC15,886$1.13M0.0%-59.0%0.097%
2/15/2024Comerica Bank11,629$824K0.0%-4.7%0.071%
2/14/2024Royal Bank of Canada267,528$18.95M0.0%-9.0%1.641%
2/14/2024Kestra Advisory Services LLC22,244$1.58M0.0%+1.4%0.136%
2/14/2024Northwest Wealth Management LLC3,058$217K0.1%N/A0.019%
2/14/2024Regal Investment Advisors LLC110,893$7.86M0.6%-1.5%0.680%
2/13/2024Envestnet Asset Management Inc.585,233$41.46M0.0%-19.8%3.590%
2/13/2024Cetera Advisor Networks LLC149,766$10.61M0.1%-0.8%0.919%
2/13/2024Oppenheimer & Co. Inc.8,769$621K0.0%-7.6%0.054%
2/13/2024Tower Research Capital LLC TRC 3,460$245K0.0%-81.3%0.021%
2/13/2024First Trust Advisors LP18,728$1.33M0.0%+0.9%0.115%
2/13/2024Goldman Sachs Group Inc.64,283$4.55M0.0%+80.6%0.394%
2/12/2024StoneX Group Inc.44,269$3.14M0.4%-6.3%0.272%
2/12/2024Holistic Financial Partners125,999$8.93M5.4%-5.4%0.773%
2/12/2024Stifel Financial Corp47,942$3.40M0.0%-5.2%0.294%
2/12/2024Steward Partners Investment Advisory LLC30,632$2.17M0.0%+4.3%0.188%
2/12/2024Pine Valley Investments Ltd Liability Co8,495$602K0.0%+8.3%0.052%
2/9/2024Founders Financial Alliance LLC4,062$288K0.1%+14.0%0.025%
2/9/2024Advisory Services Network LLC2,657$188K0.0%N/A0.016%
2/9/2024Orion Portfolio Solutions LLC23,819$1.70M0.0%+7.3%0.146%
2/9/2024Avantax Planning Partners Inc.2,855$202K0.0%N/A0.018%
2/9/2024Tidemark LLC8,144$577K0.4%N/A0.050%
Can't believe it's happening again (Ad)

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We explain how this event works in full right here.
2/9/2024Assetmark Inc.68,383$4.84M0.0%+43.7%0.420%
2/9/2024D.A. Davidson & CO.38,159$2.70M0.0%-6.5%0.234%
2/9/2024Wells Fargo & Company MN288,470$20.44M0.0%-17.0%1.770%
2/9/2024Gladstone Institutional Advisory LLC9,442$669K0.0%-24.7%0.058%
2/9/2024UBS Group AG1,043,201$73.90M0.0%+4.9%6.400%
2/9/2024PNC Financial Services Group Inc.12,786$906K0.0%-74.2%0.078%
2/8/2024Financial Advocates Investment Management6,440$456K0.0%-8.7%0.040%
2/8/2024Kingsview Wealth Management LLC254,131$18.00M0.5%+39.2%1.559%
2/8/2024Janney Montgomery Scott LLC85,217$6.04M0.0%+2.6%0.523%
2/7/2024Avantax Advisory Services Inc.137,656$9.75M0.1%-6.0%0.845%
2/7/2024Private Portfolio Partners LLC8,251$585K0.1%+2.8%0.051%
2/7/2024Envestnet Portfolio Solutions Inc.37,770$2.68M0.0%+4.4%0.232%
2/7/2024 NBC Securities Inc.31,444$2.23M0.2%-6.9%0.193%
2/7/2024Iams Wealth Management LLC46,168$3.27M2.1%-27.3%0.283%
2/7/2024Principal Securities Inc.5,210$369K0.0%N/A0.032%
2/7/2024Clearwater Capital Advisors LLC7,886$559K0.1%-10.7%0.048%
2/6/2024ShoreHaven Wealth Partners LLC2,915$207K0.1%N/A0.018%
2/6/2024Apollon Wealth Management LLC2,923$207K0.0%N/A0.018%
2/6/2024Private Advisor Group LLC225,732$15.99M0.1%-0.5%1.385%
2/6/2024Spire Wealth Management4,173$290K0.0%-20.1%0.026%
2/6/2024Vestmark Advisory Solutions Inc.117,877$8.35M0.4%+2.0%0.723%
2/6/2024Benjamin F. Edwards & Company Inc.37,853$2.68M0.1%+2.6%0.232%
2/6/2024Benjamin Edwards Inc.3,022$214K0.0%+7.0%0.019%
2/6/2024Great Valley Advisor Group Inc.12,188$863K0.0%+2.3%0.075%
2/5/2024Kestra Private Wealth Services LLC63,165$4.48M0.1%-7.1%0.388%
2/5/2024Silver Oak Securities Incorporated18,849$1.34M0.2%+2.5%0.116%
2/5/2024Transcend Capital Advisors LLC3,401$241K0.0%-48.4%0.021%
2/2/2024Valmark Advisers Inc.4,143$293K0.0%-31.9%0.025%
2/2/2024Truist Financial Corp105,929$7.50M0.0%-44.7%0.650%
2/2/2024Atria Wealth Solutions Inc.53,135$3.76M0.0%+0.4%0.328%
2/1/2024Sigma Planning Corp9,579$679K0.1%-60.9%0.059%
1/31/2024Eukles Asset Management13,187$934K0.4%-45.8%0.081%
1/31/2024Western Wealth Management LLC19,099$1.35M0.1%+4.0%0.118%
1/30/2024Avior Wealth Management LLC649$46K0.0%-94.0%0.004%
1/29/2024Simplicity Solutions LLC3,290$233K0.0%-5.5%0.020%
1/29/2024Saxony Capital Management LLC3,478$246K0.3%N/A0.021%
1/29/2024Koshinski Asset Management Inc.5,464$387K0.1%+66.6%0.034%
1/29/2024NewEdge Wealth LLC27,284$1.93M0.0%-20.0%0.168%
1/29/2024Meitav Investment House Ltd.7,550$535K0.0%-66.7%0.047%
1/25/2024 RFG Advisory LLC6,997$496K0.0%-22.2%0.043%
1/25/2024 International Assets Investment Management LLC155,650$11.03M0.0%N/A0.958%
1/25/2024Strategic Blueprint LLC7,747$549K0.0%-7.6%0.048%
1/24/2024Stratos Wealth Partners LTD.28,273$2.00M0.0%+28.9%0.174%
1/24/2024Allworth Financial LP8,254$585K0.0%-1.7%0.051%
1/24/2024ABLE Financial Group LLC8,935$633K0.3%-5.4%0.055%
1/24/2024Arkadios Wealth Advisors67,091$4.75M0.4%+1.9%0.413%
1/24/2024 International Assets Investment Management LLC155,650$11.03M0.0%N/A0.958%
1/24/2024Walkner Condon Financial Advisors LLC6,104$432K0.1%-43.6%0.038%
1/23/2024Midwest Heritage Bank FSB239,574$16.97M11.5%-7.4%1.474%
1/23/2024LVZ Inc.35,399$2.51M0.4%-17.4%0.218%
Can't believe it's happening again (Ad)

One of the single most unique and powerful events in the markets is coming in the next two months. It’s scheduled for April 22, 2024. But investors are moving now to get ahead of what’s coming… driving up prices of one asset dramatically. And you should do the same.

We explain how this event works in full right here.
1/23/2024American Institute for Advanced Investment Management LLP8,995$637K0.6%+16.5%0.055%
1/23/2024DAVENPORT & Co LLC4,425$313K0.0%-57.3%0.027%
1/22/2024Secure Asset Management LLC56,349$3.99M1.1%-2.8%0.345%
1/22/2024Kowal Investment Group LLC52,086$3.69M0.9%-4.2%0.319%
1/19/2024Blackhawk Capital Partners LLC.22,145$1.57M1.1%-28.3%0.135%
1/19/2024PFG Advisors12,294$871K0.1%-3.0%0.075%
1/19/2024Patriot Financial Group Insurance Agency LLC10,374$735K0.1%N/A0.063%
1/18/2024Global Retirement Partners LLC12,070$841K0.0%+37.9%0.074%
1/18/2024Blue Trust Inc.1,698$110K0.0%N/A0.010%
1/18/2024Trueblood Wealth Management LLC22,349$1.58M1.0%N/A0.137%
(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 Morgan Stanley ($167.60M), UBS Group AG ($73.90M), LPL Financial LLC ($61.33M), Envestnet Asset Management Inc. ($41.46M), Bank of America Corp DE ($30.29M), Osaic Holdings Inc. ($29.00M), and Advisor Group Holdings Inc. ($25.59M).Learn more on FTA's institutional investors.

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

Of the 188 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: Kaydan Wealth Management Inc. ($572.25K), International Assets Investment Management LLC ($314.92K), Kingsview Wealth Management LLC ($248.70K), Private Advisor Group LLC ($243.65K), Cetera Advisor Networks LLC ($235.60K), Envestnet Asset Management Inc. ($223.69K), and Integrated Wealth Concepts LLC ($222.25K).

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

Institutional investors have bought a total of 6,094,937 shares in the last 24 months. This purchase volume represents approximately $696.95M in transactions.

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

Of the 131 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. ($361.76K), Kaydan Wealth Management Inc. ($278.47K), Cetera Advisor Networks LLC ($239.11K), Morgan Stanley ($226.85K), Wells Fargo & Company MN ($217.03K), Truist Financial Corp ($161.78K), and Raymond James Financial Services Advisors Inc. ($140.15K).

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

Institutional investors have sold a total of 3,589,486 shares in the last 24 months. This volume of shares sold represents approximately $334.15M in transactions.


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This page (NASDAQ:FTA) was last updated on 4/16/2024 by MarketBeat.com Staff

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