FTA

First Trust L C Val Alp

+$75.3M

Net Activity

Institutions Holding

217

Popularity Rank

#2692

Avg Weight

0.14%

Total Value

$882.7M

Ownership Trend

217 institutions currently hold FTA, with 102 net buyers and 83 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

83

Net Buying Institutions

102

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$166.8M
LF
LPL Financial LLC
$98.9M
UG
UBS Group AG
$89.4M
EA
Envestnet Asset Management INC
$37.1M
BO
Bank Of America CORP /de/
$36.1M

Top 5 by Conviction

HF
Holistic Financial Partners
4.83%
CC
Cottonwood Capital Advisors, LLC
3.76%
KW
Kaydan Wealth Management, Inc.
2.74%
TW
Trueblood Wealth Management, LLC
1.48%
MH
Midwest Heritage Bank, FSB
1.37%
View all 217 holding institutions

Quarterly Activity

Recent Activity

+$463.2M

Total Buy Value

$446.7M

Total Sell Value

New buy23
Trim73
Add79
Sold out10

102

Net Buyers

83

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST L C VAL ALP (FTA)?
Major stakeholders currently include Morgan Stanley ($166.8M), LPL Financial LLC ($98.9M), UBS Group AG ($89.4M). Based on the latest 13F filings, there are a total of 217 tracked investment funds and institutions maintaining positions in FTA.
What is the overall institutional sentiment toward FTA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $75.3M, driven by 102 managers accumulating shares while 83 reduced their exposure.
Which institutions have been selling or reducing their FTA positions?
In the latest period, 73 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $446.7M.
Are there any notable investors adding FTA to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 79 existing holders added to their shares. The total reported buy value for the quarter amounted to $463.2M.

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