FTC Institutional Ownership
First Trust Large Cap Growth AlphaDEX Fund
1W: +0.8%
1M: +3.8%
3M: -3.1%
YTD: +11.5%
1Y: +12.6%
3Y: +88.5%
5Y: +57.3%
$180.59
+1.75 (+0.98%)
Weekly Expected Move ±2.3%
$172
$176
$181
$185
$189
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — FTC
233
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
870M
Total Invested
30
New Positions
50
Increased
92
Reduced
8
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (253 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 717,082 | $130M | +23,486 | +3.4% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 669,373 | $121M | -6,610 | -1.0% | 61Q | SEC ↗ |
| 3 | Janney Montgomery Scott LLC | 440,151 | $79M | -5,847 | -1.3% | 8Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 338,661 | $61M | -84,368 | -19.9% | 71Q | SEC ↗ |
| 5 | UBS Group AG | 225,676 | $41M | +4,862 | +2.2% | 47Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 169,427 | $31M | -39,050 | -18.7% | 7Q | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 152,775 | $28M | +1,207 | +0.8% | 32Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 151,776 | $27M | -5,687 | -3.6% | 35Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 135,002 | $24M | -4,547 | -3.3% | 15Q | SEC ↗ |
| 10 | CX Institutional | 109,235 | $20M | -4,550 | -4.0% | 17Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 95,400 | $17M | +873 | +0.9% | 43Q | SEC ↗ |
| 12 | Kingsview Wealth Management, LLC | 94,357 | $17M | -1,762 | -1.8% | 25Q | SEC ↗ |
| 13 | BENJAMIN EDWARDS INC | 79,225 | $14M | +16,808 | +26.9% | 26Q | SEC ↗ |
| 14 | STIFEL FINANCIAL CORP | 72,538 | $13M | +14,369 | +24.7% | 49Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 71,139 | $13M | -21,411 | -23.1% | 50Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 68,111 | $12M | -382 | -0.6% | 64Q | SEC ↗ |
| 17 | &PARTNERS | 66,595 | $12M | +63,516 | +2062.9% | 6Q | SEC ↗ |
| 18 | Arax Advisory Partners | 47,775 | $9M | +47,615 | +29759.4% | 3Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. | 46,986 | $8M | -316 | -0.7% | 17Q | SEC ↗ |
| 20 | U.S. Capital Wealth Advisors, LLC | 44,872 | $8M | +2,512 | +5.9% | 19Q | SEC ↗ |
| 21 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 42,056 | $8M | +41,793 | +15890.9% | 10Q | SEC ↗ |
| 22 | D.A. DAVIDSON & CO. | 37,733 | $7M | -14 | -0.0% | 55Q | SEC ↗ |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 37,518 | $7M | +234 | +0.6% | 28Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 36,193 | $7M | +2,506 | +7.4% | 49Q | SEC ↗ |
| 25 | Virtu Financial LLC | 35,585 | $6M | -4,186 | -10.5% | 2Q | SEC ↗ |
| 26 | FIRST TRUST ADVISORS LP | 31,137 | $6M | -792 | -2.5% | 63Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 30,048 | $5M | +3,876 | +14.8% | 26Q | SEC ↗ |
| 28 | AMERIPRISE FINANCIAL INC | 29,002 | $5M | +12,280 | +73.4% | 12Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 26,998 | $5M | +2,727 | +11.2% | 9Q | SEC ↗ |
| 30 | LVZ, Inc. | 26,298 | $5M | -1,030 | -3.8% | 46Q | SEC ↗ |
| 31 | IHT Wealth Management, LLC | 25,393 | $5M | -1,697 | -6.3% | 36Q | SEC ↗ |
| 32 | Boyce & Associates Wealth Consulting, | 21,706 | $4M | +579 | +2.7% | 18Q | SEC ↗ |
| 33 | Integrated Wealth Concepts LLC | 21,020 | $4M | +12,706 | +152.8% | 22Q | SEC ↗ |
| 34 | Proactive Wealth Strategies LLC | 20,681 | $4M | -95 | -0.5% | 8Q | SEC ↗ |
| 35 | HFG Advisors, Inc. | 20,495 | $4M | +276 | +1.4% | 19Q | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 20,144 | $4M | +587 | +3.0% | 27Q | SEC ↗ |
| 37 | Wealthcare Advisory Partners LLC | 19,163 | $3M | +2,670 | +16.2% | 14Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 19,047 | $3M | -2,026 | -9.6% | 50Q | SEC ↗ |
| 39 | Prospera Financial Services Inc | 18,744 | $3M | -168 | -0.9% | 3Q | SEC ↗ |
| 40 | IFP Advisors, Inc | 18,506 | $3M | -1,869 | -9.2% | 28Q | SEC ↗ |
| 41 | Equitable Holdings, Inc. | 17,966 | $3M | -1,130 | -5.9% | 25Q | SEC ↗ |
| 42 | Vestmark Advisory Solutions, Inc. | 17,613 | $3M | -2,567 | -12.7% | 24Q | SEC ↗ |
| 43 | Western Wealth Management, LLC | 17,471 | $3M | -479 | -2.7% | 19Q | SEC ↗ |
| 44 | IFS Group,LLC | 16,550 | $3M | +2,145 | +14.9% | 2Q | SEC ↗ |
| 45 | Wedmont Private Capital | 15,400 | $3M | — | +0.0% | 6Q | SEC ↗ |
| 46 | FSB PREMIER WEALTH MANAGEMENT, INC. | 15,170 | $3M | -111 | -0.7% | 15Q | SEC ↗ |
| 47 | TRUIST FINANCIAL CORP | 13,285 | $2M | +377 | +2.9% | 27Q | SEC ↗ |
| 48 | Snowden Capital Advisors LLC | 13,068 | $2M | -502 | -3.7% | 42Q | SEC ↗ |
| 49 | Gateway Wealth Partners, LLC | 13,014 | $2M | -18,124 | -58.2% | 15Q | SEC ↗ |
| 50 | Empirical Asset Management, LLC | 12,603 | $2M | +558 | +4.6% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NATIXIS ADVISORS, LLC | 10,533 | $2M |
| Global Assets Advisory, LLC | 4,767 | $861K |
| NICOLET BANKSHARES INC | 2,249 | $406K |
| Sylvest Advisors, LLC | 1,986 | $359K |
| VAQUERO PRIVATE WEALTH, LTD | 1,940 | $350K |
| Mission Financial Group, LLC | 1,597 | $288K |
| JANE STREET GROUP, LLC | 1,294 | $234K |
| FIRST NATIONAL BANK OF OMAHA | 1,250 | $226K |
| Per Stirling Capital Management, LL | 1,184 | $214K |
| COMMERCE BANK | 1,176 | $212K |
| M3 Advisory Group, LLC | 1,171 | $211K |
| Core Wealth Partners LLC | 1,157 | $209K |
| Focus Partners Advisor Solutions, L | 1,154 | $208K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1,154 | $208K |
| Global Retirement Partners, LLC | 1,138 | $206K |
| MONETA GROUP INVESTMENT ADVISORS LL | 1,102 | $199K |
| PRIVATE CLIENT SERVICES, LLC | 1,100 | $199K |
| Summit Investment Advisory Services | 1,080 | $195K |
| ABLE Financial Group, LLC | 1,079 | $195K |
| Clark Capital Management Group, Inc | 1,071 | $193K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GREENUP STREET WEALTH MANAGEMENT LL | 24,276 | $4M |
| Gladstone Institutional Advisory LL | 13,333 | $2M |
| Independent Advisor Alliance | 12,209 | $2M |
| FLOW TRADERS U.S. LLC | 11,697 | $2M |
| CITADEL ADVISORS LLC | 9,445 | $2M |
| SILVER OAK SECURITIES, INCORPORATED | 7,519 | $1M |
| G&S Capital LLC | 6,742 | $1M |
| StoneX Group Inc. | 4,822 | $871K |
| C2P Capital Advisory Group, LLC d.b | 4,499 | $812K |
| Envestnet Portfolio Solutions, Inc. | 4,479 | $809K |
| Coppell Advisory Solutions LLC | 4,348 | $785K |
| MILLENNIUM MANAGEMENT LLC | 2,940 | $531K |
| Beacon Pointe Advisors, LLC | 2,543 | $459K |
| Xcel Wealth Management, LLC | 2,331 | $421K |
| TKG Advisors, LLC | 1,776 | $321K |
| NORTHLAND SECURITIES, INC. | 1,560 | $282K |
| PURSUE WEALTH PARTNERS LLC | 1,488 | $269K |
| HRT FINANCIAL LP | 1,268 | $229K |
| Tidemark, LLC | 390 | $70K |
| MAI Capital Management | 225 | $41K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| &PARTNERS | +63,516 | +2062.9% | 66,595 |
| Arax Advisory Partners | +47,615 | +29759.4% | 47,775 |
| SPIRIT OF AMERICA MANAGEMENT CORP/N | +41,793 | +15890.9% | 42,056 |
| MORGAN STANLEY | +23,486 | +3.4% | 717,082 |
| BENJAMIN EDWARDS INC | +16,808 | +26.9% | 79,225 |
| STIFEL FINANCIAL CORP | +14,369 | +24.7% | 72,538 |
| Integrated Wealth Concepts LLC | +12,706 | +152.8% | 21,020 |
| AMERIPRISE FINANCIAL INC | +12,280 | +73.4% | 29,002 |
| Steward Partners Investment Advisor | +10,040 | +474.3% | 12,157 |
| DAYMARK WEALTH PARTNERS, LLC | +5,994 | +290.3% | 8,059 |
| UBS Group AG | +4,862 | +2.2% | 225,676 |
| OSAIC HOLDINGS, INC. | +3,876 | +14.8% | 30,048 |
| IFG Advisory, LLC | +3,706 | +412.2% | 4,605 |
| JONES FINANCIAL COMPANIES LLLP | +2,727 | +11.2% | 26,998 |
| Wealthcare Advisory Partners LLC | +2,670 | +16.2% | 19,163 |
| U.S. Capital Wealth Advisors, LLC | +2,512 | +5.9% | 44,872 |
| ENVESTNET ASSET MANAGEMENT INC | +2,506 | +7.4% | 36,193 |
| IFS Group,LLC | +2,145 | +14.9% | 16,550 |
| CITIGROUP INC | +1,513 | +49.0% | 4,600 |
| MML INVESTORS SERVICES, LLC | +1,417 | +15.1% | 10,787 |