Who Owns FTA?
First Trust Large Cap Value AlphaDEX Fund — Institutional Ownership & 13F Holdings
$95.13
+1.08 (+1.15%)
Market Cap
$1.3B
Shares Outstanding
13,428,883
Institutional Holders
192
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+62
Institutional data as of Q1 2025
New Positions
35
Closed Positions
26
Increased
45
Decreased
79
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $618.3M | 8,059 |
| 2 | MORGAN STANLEY | $164.2M | 2,140,872 |
| 3 | UBS Group AG | $73.2M | 954,706 |
| 4 | BANK OF AMERICA CORP /DE/ | $23.2M | 302,330 |
| 5 | Cetera Investment Advisers | $23.0M | 299,756 |
| 6 | RAYMOND JAMES FINANCIAL INC | $23.0M | 299,739 |
| 7 | IHT Wealth Management, LLC | $22.7M | 296,301 |
| 8 | ROYAL BANK OF CANADA | $21.4M | 278,761 |
| 9 | Kaydan Wealth Management, Inc.New | $21.2M | 276,469 |
| 10 | WELLS FARGO & COMPANY/MN | $16.4M | 213,534 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +6K | $23.2M |
| Cetera Investment Advisers | +10K | $23.0M |
| Kaydan Wealth Management, Inc.New | +276K | $21.2M |
| Integrated Wealth Concepts LLC | +1K | $15.4M |
| Holistic Financial Partners | +287 | $10.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -152K | $23.0M |
| Cambridge Investment Research Advisors, Inc. | -66K | $8.6M |
| OSAIC HOLDINGS, INC. | -64K | $11.3M |
| Midwest Heritage Bank, FSB | -59K | $5.7M |
| UBS Group AG | -56K | $73.2M |
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Frequently Asked Questions
How many institutional investors hold FTA?
As of Q1 2025, 192 institutional investors report holding FTA (First Trust Large Cap Value AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FTA?
The largest institutional holder of FTA is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $618.3M in shares.
Are institutions buying or selling FTA?
This quarter, 35 institutions opened new positions in FTA and 26 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.