FTA

First Trust Large Cap Value AlphaDEX Fund
$91.46-0.37 (-0.40%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.006682100182997e+260B

Total Value

$1.7200086000835792e+207T

% of Float

Price History

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

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY2,006,682$172.0M0.01%Share
2LPL Financial LLC1,001,829$86.0M0.02%Share
3UBS Group AG970,180$83.6M0.01%Share
4ENVESTNET ASSET MANAGEMENT INC401,410$34.0M0.01%Share
5Cetera Investment Advisers343,490$29.0M0.03%Share
6ROYAL BANK OF CANADA293,300$25.0M0.00%Share
7BANK OF AMERICA CORP /DE/213,562$18.0M0.00%Share
8Kingsview Wealth Management, LLC191,676$16.0M0.23%Share
9Private Advisor Group, LLC151,263$13.0M0.06%Share
10Cambridge Investment Research Advisors, Inc.158,983$13.0M0.03%Share
11ASSETMARK, INC141,002$12.1M0.02%Share
12Holistic Financial Partners138,081$11.9M4.31%Share
13BANK OF AMERICA CORP /DE/133,452$11.0M0.00%Share
14COMMONWEALTH EQUITY SERVICES, LLC133,816$11.0M0.01%Share
15RAYMOND JAMES FINANCIAL INC119,089$10.0M0.00%Share
16RAYMOND JAMES FINANCIAL INC118,178$10.0M0.00%Share
17WELLS FARGO & COMPANY/MN109,734$9.0M0.00%Share
18HARBOUR INVESTMENTS, INC.100,604$8.7M0.18%Share
19Vestmark Advisory Solutions, Inc.96,188$8.3M0.11%Share
20BENJAMIN EDWARDS INC93,017$8.0M0.09%Share
21NewEdge Advisors, LLC99,385$8.0M0.03%Share
22OSAIC HOLDINGS, INC.98,072$8.0M0.01%Share
23Kaydan Wealth Management, Inc.89,251$7.7M2.23%Share
24GOLDMAN SACHS GROUP INC84,522$7.0M0.00%Share
25WELLS FARGO & COMPANY/MN85,312$7.0M0.00%Share
26IHT Wealth Management, LLC88,106$7.0M0.17%Share
27TRUIST FINANCIAL CORP76,887$6.6M0.01%Share
28AE Wealth Management LLC70,747$6.1M0.03%Share
29COTTONWOOD CAPITAL ADVISORS, LLC60,088$5.2M3.69%Share
30Janney Montgomery Scott LLC64,959$5.0M0.01%Share
31STIFEL FINANCIAL CORP58,096$5.0M0.00%Share
32Midwest Heritage Bank, FSB55,085$4.7M1.64%Share
33Snowden Capital Advisors LLC55,397$4.0M0.10%Share
34KESTRA PRIVATE WEALTH SERVICES, LLC42,308$3.6M0.05%Share
35Trueblood Wealth Management, LLC40,902$3.5M1.38%Share
36D.A. DAVIDSON & CO.37,782$3.3M0.02%Share
37IFP Advisors, Inc42,400$3.0M0.07%Share
38OSAIC HOLDINGS, INC.35,419$3.0M0.00%Share
39Prospera Financial Services Inc42,168$3.0M0.05%Share
40Creative Planning39,786$3.0M0.00%Share
41Atria Investments, Inc41,042$3.0M0.03%Share
42Bank of New York Mellon Corp38,978$3.0M0.00%Share
43Gateway Wealth Partners, LLC33,928$2.9M0.33%Share
44IAMS WEALTH MANAGEMENT, LLC31,690$2.7M0.99%Share
45Regal Investment Advisors LLC28,017$2.4M0.14%Share
46Triton Wealth Management, PLLC23,155$2.1M0.79%Share
47Baird Financial Group, Inc.30,972$2.0M0.00%Share
48Orion Porfolio Solutions, LLC25,001$2.0M0.01%Share
49Coppell Advisory Solutions LLC22,996$2.0M0.20%Share
50FSB PREMIER WEALTH MANAGEMENT, INC.22,036$1.9M0.60%Share