Who Owns First Trust Large Cap Value AlphaDEX Fund (FTA)?Hedge Fund & Institutional Holders

$91.55+0.35 (+0.38%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -0

Price History

$67.12$74.11$81.10$88.09$95.08Jul 24May 25Mar 26

FTA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+844+$29.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+134K+$11.0B
Kaydan Wealth Management, Inc.New Position+89K+$7.7B
COTTONWOOD CAPITAL ADVISORS, LLCNew Position+60K+$5.2B
Midwest Heritage Bank, FSBNew Position+55K+$4.7B
Trueblood Wealth Management, LLCNew Position+41K+$3.5B
D.A. DAVIDSON & CO.New Position+38K+$3.3B
UBS Group AGIncreased+2K+$2.9B
Gateway Wealth Partners, LLCNew Position+34K+$2.9B
ROYAL BANK OF CANADAIncreased+25K+$2.3B
FSB PREMIER WEALTH MANAGEMENT, INC.New Position+22K+$1.9B
SILVER OAK SECURITIES, INCORPORATEDNew Position+19K+$1.7B
WINEBRENNER CAPITAL MANAGEMENT LLCNew Position+12K+$1.0B
Western Wealth Management, LLCNew Position+15K+$1.0B
Arkadios Wealth AdvisorsNew Position+13K+$1.0B

FTA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-189K-$16.6B
Kingsview Wealth Management, LLCDecreased-4K-$16.3B
IHT Wealth Management, LLCDecreased-127K-$11.0B
Vestmark Advisory Solutions, Inc.Decreased-2K-$8.2B
RAYMOND JAMES FINANCIAL INCDecreased-55K-$4.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-12K-$2.0B
JPMORGAN CHASE & CODecreased-2K-$1.7B
CITADEL ADVISORS LLCDecreased-15K-$1.6B
NewEdge Wealth, LLCDecreased-370-$1.4B
StoneX Group Inc.Decreased-1K-$1.3B
Waverly Advisors, LLCDecreased-853-$1.2B
Allworth Financial LPDecreased-229-$760.0M
WELLS FARGO & COMPANY/MNDecreased-5K-$692.1M
OSAIC HOLDINGS, INC.Decreased-5K-$687.6M
Steward Partners Investment Advisory, LLCDecreased-1K-$625.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG970,180$83.6B13.55%Share
2ROYAL BANK OF CANADA293,300$25.0B4.07%Share
3BANK OF AMERICA CORP /DE/213,562$18.0B1.31%Share
4Private Advisor Group, LLC151,263$13.0B61.16%Share
5ASSETMARK, INC141,002$12.1B24.77%Share
6Holistic Financial Partners138,081$11.9B4.31%Share
7BANK OF AMERICA CORP /DE/133,452$11.0B0.80%Share
8COMMONWEALTH EQUITY SERVICES, LLC133,816$11.0B14.66%Share
9RAYMOND JAMES FINANCIAL INC119,089$10.0B3.11%Share
10RAYMOND JAMES FINANCIAL INC118,178$10.0B3.11%Share
11WELLS FARGO & COMPANY/MN109,734$9.0B1.64%Share
12OSAIC HOLDINGS, INC.98,072$8.0B11.69%Share
13Kaydan Wealth Management, Inc.89,251$7.7B2.23%Share
14GOLDMAN SACHS GROUP INC84,522$7.0B0.86%Share
15WELLS FARGO & COMPANY/MN85,312$7.0B1.27%Share
16IHT Wealth Management, LLC88,106$7.0B0.17%Share
17COTTONWOOD CAPITAL ADVISORS, LLC60,088$5.2B3.69%Share
18STIFEL FINANCIAL CORP58,096$5.0B4.50%Share
19Midwest Heritage Bank, FSB55,085$4.7B1.64%Share
20Snowden Capital Advisors LLC55,397$4.0B0.10%Share
21Trueblood Wealth Management, LLC40,902$3.5B1.38%Share
22D.A. DAVIDSON & CO.37,782$3.3B19.93%Share
23OSAIC HOLDINGS, INC.35,419$3.0B4.38%Share
24Atria Investments, Inc41,042$3.0B34.10%Share
25IFP Advisors, Inc42,400$3.0B0.07%Share
26Gateway Wealth Partners, LLC33,928$2.9B0.33%Share
27IAMS WEALTH MANAGEMENT, LLC31,690$2.7B0.99%Share
28Regal Investment Advisors LLC28,017$2.4B0.14%Share
29Triton Wealth Management, PLLC23,155$2.1B0.79%Share
30Orion Porfolio Solutions, LLC25,001$2.0B14.67%Share
31Baird Financial Group, Inc.30,972$2.0B3.12%Share
32FSB PREMIER WEALTH MANAGEMENT, INC.22,036$1.9B0.60%Share
33SILVER OAK SECURITIES, INCORPORATED19,106$1.7B0.11%Share
34Stratos Wealth Partners, LTD.14,051$1.2B13.68%Share
35TCFG WEALTH MANAGEMENT, LLC13,309$1.1B0.45%Share
36Richmond Investment Services, LLC13,246$1.1B0.20%Share
37WINEBRENNER CAPITAL MANAGEMENT LLC11,847$1.0B0.68%Share
38Western Wealth Management, LLC15,148$1.0B0.05%Share
39FIRST TRUST ADVISORS LP14,288$1.0B0.73%Share
40JONES FINANCIAL COMPANIES LLLP19,217$1.0B0.61%Share
41Equitable Holdings, Inc.18,929$1.0B6.84%Share
42Arkadios Wealth Advisors13,182$1.0B19.39%Share
43RMR Capital Management, LLC11,195$964.0M0.69%Share
44MPWM ADVISORY SOLUTIONS, LLC9,509$819.0M0.46%Share
45PFG Advisors9,239$795.0M0.04%Share
46Eukles Asset Management8,813$759.0M0.30%Share
47Blackhawk Capital Partners, LLC8,720$751.0M0.28%Share
48Morey & Quinn Wealth Partners, LLC7,650$659.0M0.47%Share
49Mutual Advisors, LLC7,482$644.0M0.01%Share
50OPPENHEIMER & CO INC7,339$632.0M8.97%Share

FTA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025200$333.1B+78
Q3 2025122$446.2B-63
Q2 2025185$539.5B-7
Q1 2025192$729.8B+9
Q4 2024183$27.7T+45
Q3 2024138$156.3T+3
Q2 2024135$85.5T+5
Q1 2024130$86.0T—

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As of Q4 2025, 50 institutional investors hold FTA (First Trust Large Cap Value AlphaDEX Fund). The largest holder is UBS Group AG with $83.6B in shares. This quarter, 12 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FTA?

As of Q4 2025, 50 institutional investors report holding FTA (First Trust Large Cap Value AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FTA?

The largest institutional holder of FTA is UBS Group AG with $83.6B in shares.

Is institutional ownership of FTA increasing or decreasing?

This quarter, 12 institutions opened new positions in FTA and 0 closed their positions.