FIRST TRUST L C VAL ALP (FTA) Institutional Ownership Changes & 13F Activity

FIRST TRUST L C VAL ALP (FTA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Royal Bank Of Canada, Citadel Advisors Llc, Raymond James Financial Inc, Envestnet Asset Management Inc, and Coppell Advisory Solutions Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-13,967-3.5%387,452$37.50MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-164-2.2%7,220$698.88KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-1,767-0.9%196,711$19.04MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-22,677-64.1%12,699$1.23MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+7,201+4.1%183,956$17.81MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-2,585-35.8%4,645$449.63KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+5,538—5,538$536.05KQ2 2026Aug 18, 2026
Asset Allocation Strategies LlcBuy+2,695+59.7%7,208$697.69KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-285-1.5%18,221$1.76MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+60+4.8%1,319$128.00KQ2 2026Aug 17, 2026
Royal Bank Of CanadaBuy+156,933+52.5%455,882$44.13MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+16,819+5.7%311,921$30.19MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+11,720—11,720$1.26MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,402+7.2%125,213$12.12MQ2 2026Aug 14, 2026
Bank Of America CorpSell-7,973-2.0%383,334$37.11MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-7,171-29.9%16,788$1.63MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,651+29.3%29,337$2.87MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+6,141—6,141$594.42KQ2 2026Aug 14, 2026
Tradewinds, Llc.Buy+5,772—5,772$235.65KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+4,674—4,674$452.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-4,051-25.0%12,134$1.17MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+3,374—3,374$326.60KQ2 2026Aug 14, 2026
&PartnersBuy+2,304+64.8%5,861$567.31KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-1,625-6.4%23,955$2.32MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+809+10.7%8,400$813.11KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+619+0.6%102,990$9.97MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-589-4.2%13,421$1.30MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+481+0.6%80,891$7.83MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+366+0.2%197,703$19.14MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+342—342$33.11KQ2 2026Aug 14, 2026
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Frequently asked questions about FTA activity

  • Which institutional owners are buying FTA?

    Institutional owners buying FTA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FTA activity?

    "Buy" means an investor increased their reported position in FTA compared to the prior reporting period. This reflects growing exposure to FIRST TRUST L C VAL ALP (FTA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FTA increasing?

    Institutional interest in FTA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.