Who owns FTA?
First Trust Large Cap Value AlphaDEX Fund · First Trust
229 institutions reported holding FTA, worth $939.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FTA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $171.2M | 1,768,703 | −37,420 shares |
| LPL Financial LLC | Fort Mill, SC | $108.7M | 1,122,896 | +52,150 shares |
| UBS Group AG | Zurich, Switzerland | $75.4M | 779,039 | −189,394 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $44.1M | 455,882 | +156,933 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $37.5M | 387,452 | −13,967 shares |
| Bank of America Corp. | Charlotte, NC | $37.1M | 383,334 | −7,973 shares |
| Cetera Investment Advisers | Schaumburg, IL | $33.3M | 343,878 | −1,297 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $30.2M | 311,921 | +16,819 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $27.5M | 284,190 | +137,930 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $19.8M | 205,021 | +6,543 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FTA?
229 institutional managers reported holding FTA in Form 13F filings for June 30, 2026, worth $939.6M in total. The largest reported position was held by Morgan Stanley, at $171.2M.
Did institutions buy or sell FTA last quarter?
Reported 13F value rose 6.3% from March 31, 2026, which includes price moves as well as buying and selling. 32 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FTA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.