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 227 firms reporting positions valued at approximately $908.61M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $171.21M in FTA holdings in its latest filing.
Institutional Holders
227
Total Reported Value
$908.61M
Largest Holder
Morgan Stanley
Largest Position
$171.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
24
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$171.21M
- Lpl Financial Llc$108.69M
- Ubs Group Ag$75.41M
- Royal Bank Of Canada$44.13M
- Envestnet Asset Management Inc$37.50M
FTA News
All news- Holistic Financial Partners Portfolio Shifts in Q2 2026: Focus on ETFs, Tech & Healthcare
Jul 25, 2026 · valut.ai