First Trust Large Cap Value AlphaDEX Fund (based on the Defined Large Cap Value Index--symbol DEFILVOI) (FTA)
First Trust Large Cap Value AlphaDEX Fund (based on the Defined Large Cap Value Index--symbol DEFILVOI) (FTA) is listed on Nasdaq, where it has traded since May 8, 2007.
- Listed On
- Nasdaq
- Listed Since
- May 8, 2007
Institutional ownership
In 13F filings for the quarter ended September 30, 2026, 10 institutions reported holding FTA, with 106,519 shares worth $10.2 million in aggregate. The largest reported holder was Kaydan Wealth Management, with 84,620 shares worth $8.1 million. Of the 5 largest holders listed below, 1 added shares, 3 reduced their positions and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Kaydan Wealth Management | 84,620 | $8M | Reduced 2.3% |
| Winebrenner Capital Management | 11,671 | $1M | Reduced 0.02% |
| Private Client Services | 3,021 | $288K | Reduced 13.34% |
| First Heartland Consultants | 2,624 | $250K | Added 1.9% |
| Rhodes Investment Advisors Inc /Adv | 2,465 | $235K | Unchanged |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is FTA?
First Trust Large Cap Value AlphaDEX Fund (based on the Defined Large Cap Value Index--symbol DEFILVOI) (FTA) is listed on Nasdaq, where it has traded since May 8, 2007.
Who are the largest institutional holders of FTA?
In 13F filings for the quarter ended September 30, 2026, the largest reported holders of FTA were Kaydan Wealth Management, Winebrenner Capital Management and Private Client Services.
How many institutions own FTA?
10 institutions reported a position in FTA for the quarter ended September 30, 2026, worth $10.2 million in total.
Did institutions buy or sell FTA last quarter?
Of the 5 largest reported holders, 1 added shares, 3 reduced their positions and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for FTA.
Every reported institutional holder, plus insider and congressional trades in FTA, on SentiSense.