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 $228,542 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $228,542 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
$228,542
Largest Holder
Sequoia Financial Advisors
Largest Position
$228,542
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Sequoia Financial Advisors$228,542
FTA News
All news- Holistic Financial Partners Portfolio Shifts in Q2 2026: Focus on ETFs, Tech & Healthcare
Jul 25, 2026 · valut.ai
Related FTA Institutional Insights:
- FTA Institutional Ownership & Insiders Activity
- FTA Institutional Ownership & 13F Activity
- FTA Top Institutional Shareholders
- FTA Institutional Buying Activity
- FTA Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- FTA Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings