First Trust Large Cap Growth AlphaDEX Fund (FTC) Institutional Ownership

$122.16
+0.05 (+0.04%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Large Cap Growth AlphaDEX Fund (NASDAQ:FTC)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$244.72M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$186.55M
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FTC Institutional Buying and Selling by Quarter

First Trust Large Cap Growth AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Coppell Advisory Solutions Corp.33,195$4.09M0.8%N/A0.367%
5/16/2024 B. Riley Wealth Advisors Inc.4,083$503K0.0%+45.6%0.045%
5/15/2024 LRI Investments LLC259$31K0.0%N/A0.003%
5/9/2024 Orion Portfolio Solutions LLC8,539$1.05M0.0%-1.5%0.094%
5/9/2024 Kingsview Wealth Management LLC180,882$22.30M0.6%+8.2%1.999%
5/9/2024 Clearwater Capital Advisors LLC22,250$2.74M0.3%-1.8%0.246%
5/8/2024 Avantax Advisory Services Inc.66,965$8.26M0.1%-1.2%0.740%
5/7/2024 PFG Advisors4,387$541K0.0%-8.5%0.048%
5/6/2024 Envestnet Portfolio Solutions Inc.18,977$2.34M0.0%+3.6%0.210%
5/4/2024 Geneos Wealth Management Inc.4,632$571K0.0%-8.4%0.051%
5/3/2024 Etfidea LLC14,720$1.82M0.6%-4.5%0.163%
5/2/2024 Moloney Securities Asset Management LLC1,947$240K0.0%N/A0.022%
5/1/2024 StoneX Group Inc.14,351$1.77M0.2%-20.9%0.159%
5/1/2024 Janney Montgomery Scott LLC439,621$54.20M0.2%-2.3%4.858%
5/1/2024 Diversify Advisory Services LLC2,173$268K0.0%N/A0.024%
4/30/2024 Private Advisor Group LLC24,622$3.04M0.0%-2.7%0.272%
4/30/2024 BlueChip Wealth Advisors LLC1,759$217K0.1%-14.6%0.019%
4/29/2024Commonwealth Equity Services LLC182,825$22.54M0.0%+211.5%2.020%
4/29/2024 Benjamin F. Edwards & Company Inc.19,274$2.38M0.0%+6.7%0.213%
4/25/2024 Cambridge Investment Research Advisors Inc.111,441$13.74M0.1%-7.3%1.231%
4/24/2024 Win Advisors Inc.103,315$12.74M5.6%N/A1.142%
4/24/2024 Strid Group LLC4,682$577K0.1%-10.0%0.052%
4/23/2024 Global Retirement Partners LLC5,044$622K0.0%-2.5%0.056%
4/23/2024 Fifth Third Bancorp479$59K0.0%-20.4%0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.149,348$18.41M0.0%-49.5%1.650%
4/22/2024 Raymond James & Associates106,838$13.17M0.0%+29.3%1.181%
4/22/2024Ashton Thomas Private Wealth LLC6,852$845K0.0%-3.3%0.076%
4/18/2024 Iams Wealth Management LLC17,801$2.13M1.3%+9.2%0.195%
4/18/2024 HFG Advisors Inc.20,902$2.58M2.3%-13.6%0.228%
4/16/2024 OneAscent Financial Services LLC8,915$1.10M0.1%+8.2%0.097%
4/16/2024 Pinnacle Bancorp Inc.500$62K0.0%+25.0%0.005%
4/15/2024 Wealthcare Advisory Partners LLC2,055$253K0.0%-21.9%0.022%
4/12/2024 Global Assets Advisory LLC627,002$77.30M0.3%N/A6.852%
4/11/2024 International Assets Investment Management LLC2,772$342K0.0%-5.1%0.030%
4/11/2024 SignalPoint Asset Management LLC12,790$1.58M0.4%-27.1%0.140%
4/11/2024 RFG Advisory LLC3,788$467K0.0%-4.6%0.041%
4/10/2024 Park Avenue Securities LLC9,218$1.14M0.0%-1.1%0.101%
4/5/2024 GAMMA Investing LLC298$37K0.0%N/A0.003%
4/5/2024 NBC Securities Inc.11,115$1.37M0.1%-1.0%0.118%
3/22/2024 PNC Financial Services Group Inc.4,490$492K0.0%-90.4%0.048%
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3/15/2024 BlueChip Wealth Advisors LLC2,059$226K0.2%N/A0.022%
3/15/2024 B. Riley Wealth Advisors Inc.2,804$307K0.0%-31.3%0.030%
3/8/2024 ICA Group Wealth Management LLC1,785$196K0.0%N/A0.019%
3/4/2024Tucker Asset Management LLC281$31K0.0%-50.0%0.003%
2/23/2024 Chicago Partners Investment Group LLC3,641$406K0.0%+18.1%0.039%
2/20/2024 Clarity Capital Partners LLC1,872$205K0.1%N/A0.020%
2/13/2024 Cetera Advisor Networks LLC53,853$5.90M0.0%-4.6%0.573%
2/13/2024 Tower Research Capital LLC TRC 725$79K0.0%+1,859.5%0.008%
2/12/2024 StoneX Group Inc.18,152$1.99M0.2%-7.4%0.193%
2/12/2024 Stifel Financial Corp58,463$6.41M0.0%-23.6%0.622%
2/12/2024 Pine Valley Investments Ltd Liability Co3,298$361K0.0%+5.9%0.035%
2/9/2024 Founders Financial Alliance LLC1,833$201K0.1%N/A0.020%
2/9/2024 Advisory Services Network LLC1,450$159K0.0%N/A0.015%
2/9/2024 Orion Portfolio Solutions LLC8,671$937K0.0%+3.8%0.092%
2/9/2024 Cambridge Investment Research Advisors Inc.120,206$13.17M0.1%-42.4%1.279%
2/9/2024 Tidemark LLC733$80K0.1%N/A0.008%
2/9/2024 Assetmark Inc.25,468$2.62M0.0%+52.1%0.271%
2/9/2024 D.A. Davidson & CO.54,584$5.98M0.1%-5.1%0.581%
2/9/2024 Wells Fargo & Company MN390,044$42.73M0.0%+0.9%4.149%
2/9/2024 Gladstone Institutional Advisory LLC5,014$549K0.0%-31.6%0.053%
2/9/2024 UBS Group AG272,284$29.83M0.0%-3.3%2.897%
2/9/2024 PNC Financial Services Group Inc.4,490$492K0.0%-90.4%0.048%
2/8/2024 Financial Advocates Investment Management2,617$287K0.0%-13.5%0.028%
2/8/2024 German American Bancorp Inc.2,000$219K0.0%N/A0.021%
2/8/2024 Kingsview Wealth Management LLC167,149$18.31M0.5%+35.9%1.778%
2/8/2024 WMG Financial Advisors LLC4,501$493K0.3%-2.3%0.048%
2/8/2024 WealthTrust Asset Management LLC1,920$210K0.2%N/A0.020%
2/8/2024 Janney Montgomery Scott LLC450,133$49.32M0.2%-0.4%4.789%
2/7/2024 Avantax Advisory Services Inc.67,769$7.43M0.1%+3.0%0.721%
2/7/2024 Private Portfolio Partners LLC8,813$966K0.2%+1.5%0.094%
2/7/2024 Envestnet Portfolio Solutions Inc.18,317$2.01M0.0%+13.8%0.195%
2/7/2024 NBC Securities Inc.11,225$1.23M0.1%-1.7%0.119%
2/7/2024 Iams Wealth Management LLC16,296$1.79M1.2%-39.8%0.173%
2/7/2024 Principal Securities Inc.1,242$136K0.0%N/A0.013%
2/6/2024 Private Advisor Group LLC25,293$2.77M0.0%-6.5%0.269%
2/6/2024 Wealthcare Advisory Partners LLC2,631$288K0.0%-59.2%0.028%
2/6/2024 Spire Wealth Management1,990$221K0.0%-51.0%0.021%
2/6/2024 Vestmark Advisory Solutions Inc.21,913$2.40M0.1%+2.3%0.233%
2/6/2024 U.S. Capital Wealth Advisors LLC78,776$8.63M0.3%+0.2%0.838%
2/6/2024 Benjamin F. Edwards & Company Inc.18,065$1.98M0.0%-1.5%0.192%
2/6/2024 Great Valley Advisor Group Inc.8,863$971K0.0%+1.1%0.094%
2/5/2024Beck Bode LLC41,684$4.57M1.0%-9.5%0.443%
2/5/2024 Stonebridge Financial Planning Group LLC7,990$875K0.5%-19.1%0.085%
2/5/2024 Kestra Private Wealth Services LLC11,388$1.25M0.0%-6.6%0.121%
2/5/2024 Silver Oak Securities Incorporated7,799$854K0.1%+1.8%0.083%
2/5/2024 Pursue Wealth Partners LLC2,000$219K0.1%N/A0.021%
2/2/2024 Truist Financial Corp16,744$1.83M0.0%-22.2%0.178%
2/2/2024 Atria Wealth Solutions Inc.33,762$3.70M0.0%-14.3%0.359%
2/1/2024 Sigma Planning Corp1,896$208K0.0%-73.6%0.020%
2/1/2024 CWM LLC11,182$1.23M0.0%-14.7%0.119%
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1/31/2024 Institute for Wealth Management LLC.1,913$210K0.0%N/A0.020%
1/31/2024 Western Wealth Management LLC33,970$3.72M0.3%+109.0%0.361%
1/29/2024 Crumly & Associates Inc.3,170$347K0.1%-17.7%0.034%
1/29/2024 NewEdge Wealth LLC11,945$1.31M0.0%-28.8%0.127%
1/26/2024 Krilogy Financial LLC12,548$1.38M0.1%-4.3%0.133%
1/25/2024 RFG Advisory LLC3,969$435K0.0%-18.0%0.042%
1/25/2024 Pinnacle Bancorp Inc.400$44K0.0%N/A0.004%
1/24/2024 Stratos Wealth Partners LTD.19,558$2.14M0.0%-2.2%0.207%
1/24/2024 Allworth Financial LP8,420$923K0.0%-4.3%0.089%
1/24/2024 ABLE Financial Group LLC4,788$525K0.2%-10.7%0.051%
(Data available from 1/1/2016 forward)

FTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTC shares?

During the previous two years, 181 institutional investors and hedge funds held shares of First Trust Large Cap Growth AlphaDEX Fund. The most heavily invested institutionals were Mach 1 Financial Group LLC ($128.30M), LPL Financial LLC ($92.95M), Global Assets Advisory LLC ($77.30M), Janney Montgomery Scott LLC ($54.20M), Wells Fargo & Company MN ($42.73M), UBS Group AG ($29.83M), and Bank of America Corp DE ($27.21M).Learn more on FTC's institutional investors.

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

Of the 135 institutional investors that purchased First Trust Large Cap Growth AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Global Assets Advisory LLC ($627.00K), International Assets Investment Management LLC ($318.91K), Capital Wealth Alliance LLC ($310.38K), Raymond James Financial Services Advisors Inc. ($254.05K), Cambridge Investment Research Advisors Inc. ($182.34K), Kingsview Wealth Management LLC ($176.41K), and Commonwealth Equity Services LLC ($148.37K).

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

Institutional investors have bought a total of 3,751,532 shares in the last 24 months. This purchase volume represents approximately $569.52M in transactions.

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

Of the 123 institutional investors that sold First Trust Large Cap Growth AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($338.60K), Cambridge Investment Research Advisors Inc. ($263.01K), CX Institutional ($100.52K), Envestnet Asset Management Inc. ($97.39K), Atria Wealth Solutions Inc. ($87.81K), PNC Financial Services Group Inc. ($85.74K), and LPL Financial LLC ($71.78K).

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

Institutional investors have sold a total of 1,877,860 shares in the last 24 months. This volume of shares sold represents approximately $283.81M in transactions.


This page (NASDAQ:FTC) was last updated on 5/20/2024 by MarketBeat.com Staff

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