FIRST TRUST L C VAL ALP (FTA) Institutional Ownership and Insiders Activity

FIRST TRUST L C VAL ALP (FTA) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $218,039 based on SEC Form 13F filings for the quarter ended March 31, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $218,039 in FTA holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.

Institutional Holders

1

Total Reported Value

$218,039

Largest Holder

Sequoia Financial Advisors

Largest Position

$218,039

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

0

Funds Exiting Positions

0

Top Institutional Owners

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InvestorReported Balance