FIRST TRUST L C VAL ALP (FTA) Institutional Shareholders
FIRST TRUST L C VAL ALP (FTA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $861.39M in FTA holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTA tracked by InsiderSet, reporting ownership valued at approximately $166.80M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $182.52M, representing an estimated gain of +9.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed FTA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in FIRST TRUST L C VAL ALP (FTA).
This page ranks the largest institutional FTA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
222
Total Reported Value
$861.39M
Largest Holder
Morgan Stanley
Largest Position
$166.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,806,123 | $166,795,545 | $182,522,275 | +$15,726,730 | +9.43% | |
| Lpl Financial Llc | 0.03% | 1,070,746 | $98,883,363 | $108,206,914 | +$9,323,551 | +9.43% | |
| Ubs Group Ag | 0.02% | 968,433 | $89,434,788 | $97,867,418 | +$8,432,630 | +9.43% | |
| Envestnet Asset Management Inc | 0.01% | 401,419 | $37,071,029 | $40,566,401 | +$3,495,372 | +9.43% | |
| Bank Of America Corp | 0.00% | 391,307 | $36,137,191 | $39,544,507 | +$3,407,316 | +9.43% | |
| Cetera Investment Advisers | 0.03% | 345,175 | $31,876,949 | $34,882,523 | +$3,005,574 | +9.43% | |
| Royal Bank Of Canada | 0.01% | 298,949 | $27,608,000 | $30,211,039 | +$2,603,039 | +9.43% | |
| Raymond James Financial Inc | 0.01% | 295,102 | $27,252,695 | $29,822,270 | +$2,569,575 | +9.43% | |
| Integrated Wealth Concepts Llc | 0.15% | 198,478 | $18,329,421 | $20,057,690 | +$1,728,269 | +9.43% | |
| Wells Fargo & Company/Mn | 0.00% | 197,337 | $18,224,007 | $19,942,384 | +$1,718,377 | +9.43% | |
| Kingsview Wealth Management, Llc | 0.22% | 176,755 | $16,323,305 | $17,862,418 | +$1,539,113 | +9.43% | |
| Assetmark, Inc | 0.02% | 147,384 | $14,266,550 | $14,894,259 | +$627,709 | +4.40% | |
| Private Advisor Group, Llc | 0.06% | 132,874 | $12,862,019 | $13,427,914 | +$565,895 | +4.40% | |
| Benjamin Edwards Inc | 0.10% | 113,868 | $11,025,986 | $11,507,215 | +$481,229 | +4.36% | |
| Osaic Holdings, Inc. | 0.02% | 116,811 | $10,791,254 | $11,804,628 | +$1,013,374 | +9.39% | |
| Goldman Sachs Group Inc | 0.00% | 102,371 | $9,453,962 | $10,345,357 | +$891,395 | +9.43% | |
| Commonwealth Equity Services, Llc | 0.01% | 91,587 | $8,865,461 | $9,255,553 | +$390,092 | +4.40% | |
| Kaydan Wealth Management, Inc. | 2.55% | 86,611 | $8,383,815 | $8,752,691 | +$368,876 | +4.40% | |
| Truist Financial Corp | 0.01% | 83,727 | $8,104,606 | $8,461,241 | +$356,635 | +4.40% | |
| Holistic Financial Partners | 4.63% | 78,335 | $7,582,700 | $7,916,339 | +$333,639 | +4.40% | |
| Iht Wealth Management, Llc | 0.17% | 80,410 | $7,425,846 | $8,126,034 | +$700,188 | +9.43% | |
| Harbour Investments, Inc. | 0.11% | 76,014 | $7,019,971 | $7,681,785 | +$661,814 | +9.43% | |
| Baird Financial Group, Inc. | 0.01% | 75,857 | $7,005,394 | $7,665,919 | +$660,525 | +9.43% | |
| Vestmark Advisory Solutions, Inc. | 0.07% | 70,116 | $6,475,213 | $7,085,748 | +$610,535 | +9.43% | |
| Gateway Wealth Partners, Llc | 0.25% | 69,377 | $6,406,965 | $7,011,066 | +$604,101 | +9.43% | |
| Stifel Financial Corp | 0.01% | 69,115 | $6,382,953 | $6,984,589 | +$601,636 | +9.43% | |
| Cottonwood Capital Advisors, Llc | 3.36% | 57,559 | $5,571,648 | $5,816,769 | +$245,121 | +4.40% | |
| Snowden Capital Advisors Llc | 0.14% | 57,408 | $5,301,622 | $5,801,509 | +$499,887 | +9.43% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $4,617,500 | $5,052,875 | +$435,375 | +9.43% | |
| Greenup Street Wealth Management Llc | 0.53% | 44,827 | $4,339,194 | $4,530,105 | +$190,911 | +4.40% | |
| Midwest Heritage Bank, Fsb | 1.20% | 43,674 | $4,227,569 | $4,413,585 | +$186,016 | +4.40% | |
| Prospera Financial Services Inc | 0.06% | 42,540 | $4,118,050 | $4,298,986 | +$180,936 | +4.39% | |
| Trueblood Wealth Management, Llc | 1.40% | 41,476 | $4,014,802 | $4,191,461 | +$176,659 | +4.40% | |
| Ifp Advisors, Inc | 0.07% | 40,377 | $3,908,433 | $4,080,399 | +$171,966 | +4.40% | |
| Bank Of New York Mellon Corp | 0.00% | 42,322 | $3,908,421 | $4,276,956 | +$368,535 | +9.43% | |
| Creative Planning | 0.00% | 41,710 | $3,851,894 | $4,215,108 | +$363,214 | +9.43% | |
| Independent Advisor Alliance | 0.04% | 39,710 | $3,667,211 | $4,012,993 | +$345,782 | +9.43% | |
| Atria Investments, Inc | 0.04% | 36,380 | $3,521,517 | $3,676,472 | +$154,955 | +4.40% | |
| D.A. Davidson & Co. | 0.02% | 35,989 | $3,483,682 | $3,636,958 | +$153,276 | +4.40% | |
| Citadel Advisors Llc | 0.00% | 35,376 | $3,266,974 | $3,575,010 | +$308,036 | +9.43% | |
| Ae Wealth Management Llc | 0.02% | 30,404 | $2,807,833 | $3,072,552 | +$264,719 | +9.43% | |
| Iams Wealth Management, Llc | 0.83% | 28,642 | $2,772,565 | $2,894,489 | +$121,924 | +4.40% | |
| Regal Investment Advisors Llc | 0.15% | 27,907 | $2,577,205 | $2,820,212 | +$243,007 | +9.43% | |
| Orion Porfolio Solutions, Llc | 0.02% | 25,580 | $2,362,267 | $2,585,051 | +$222,784 | +9.43% | |
| Susquehanna International Group, Llp | 0.00% | 23,959 | $2,212,614 | $2,421,237 | +$208,623 | +9.43% | |
| Triton Wealth Management, Pllc | 0.79% | 23,155 | $2,132,346 | $2,339,986 | +$207,640 | +9.74% | |
| Jones Financial Companies Lllp | 0.00% | 22,686 | $2,077,838 | $2,292,590 | +$214,752 | +10.34% | |
| Newedge Advisors, Llc | 0.09% | 136,144 | $1,986,619 | $13,758,372 | +$11,771,753 | +592.55% | |
| Kestra Advisory Services, Llc | 0.01% | 20,485 | $1,982,876 | $2,070,163 | +$87,287 | +4.40% | |
| Fsb Premier Wealth Management, Inc. | 0.62% | 21,393 | $1,975,632 | $2,161,923 | +$186,291 | +9.43% |
Frequently asked questions about FTA
Who owns the most FTA stock?
The largest holders of FTA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST L C VAL ALP (FTA).
Is FTA widely held by superinvestors?
Many widely followed stocks like FTA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.