FTA

First Trust L C Val AlpETF
UnclassifiedUSCUSIP 33735J101◍ Confluence graph
Tracked 13F Holders
210
-44 QoQ
13F Value (tracked)
$874.5M
13F Moves · latest Q
15 added
25 trimmed
Recent Filings
0

Who owns FTA?

210 tracked 13F filers

210 tracked 13F filers disclose a position in FTA as of the latest SEC 13F filings, a combined $874.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$166.8M
1.8M
−10%
Reduced · −203K sh
Q1 2026
2LPL Financial LLC
$98.9M
1.1M
+6.9%
Added · +69K sh
Q1 2026
3UBS Group AG
$89.4M
968K
−0.3%
Reduced · −3K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$37.1M
401K
~0%
Added · +9 sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$36.1M
391K
+13%
Added · +44K sh
Q1 2026
6Cetera Investment Advisers
$31.9M
345K
+0.5%
Added · +2K sh
Q1 2026
7ROYAL BANK OF CANADA
$27.6M
299K
+0.5%
Added · +1K sh
Q1 2026
8RAYMOND JAMES FINANCIAL INC
$27.3M
295K
+24%
Added · +58K sh
Q1 2026
9Integrated Wealth Concepts LLC
$19.8M
205K
+3.3%
Added · +7K sh
Q2 2026
10WELLS FARGO & COMPANY/MN
$18.2M
197K
+1.2%
Added · +2K sh
Q1 2026
11Kingsview Wealth Management, LLC
$17.8M
184K
+4.1%
Added · +7K sh
Q2 2026
12NewEdge Advisors, LLC
$15.6M
161K
+2.9%
Added · +4K sh
Q2 2026
13ASSETMARK, INC
$14.3M
147K
+6.2%
Added · +9K sh
Q2 2026
14Private Advisor Group, LLC
$12.9M
133K
−7.8%
Reduced · −11K sh
Q2 2026
15COMMONWEALTH EQUITY SERVICES, LLC
$11.9M
129K
−3.4%
Reduced · −5K sh
Q1 2026
16OSAIC HOLDINGS, INC.
$10.8M
117K
−14%
Reduced · −19K sh
Q1 2026
17BENJAMIN EDWARDS INC
$11.0M
114K
+8.7%
Added · +9K sh
Q2 2026
18GOLDMAN SACHS GROUP INC
$9.5M
102K
+21%
Added · +18K sh
Q1 2026
19Kaydan Wealth Management, Inc.
$8.4M
87K
−2.5%
Reduced · −2K sh
Q2 2026
20IHT Wealth Management, LLC
$7.8M
81K
+0.6%
Added · +481 sh
Q2 2026
21Holistic Financial Partners
$7.6M
78K
−44%
Reduced · −62K sh
Q2 2026
22HARBOUR INVESTMENTS, INC.
$7.0M
76K
−24%
Reduced · −25K sh
Q1 2026
23Baird Financial Group, Inc.
$7.0M
76K
+145%
Added · +45K sh
Q1 2026
24TRUIST FINANCIAL CORP
$6.5M
70K
−8.4%
Reduced · −6K sh
Q1 2026
25Vestmark Advisory Solutions, Inc.
$6.8M
70K
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FTA being bought or sold by institutions?

Last quarter, 0 funds opened a new position in FTA and 15 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
15
funds
Reduced
25
funds
Exited
0
funds

Funds that own FTA also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA112 funds$51.1B
APPLE INCAAPL112 funds$41.9B
MICROSOFT CORPMSFT112 funds$33.4B
ALPHABET INC-CL AGOOGL112 funds$19.7B
AMAZON.COM INCAMZN110 funds$23.9B
ALPHABET INC-CL CGOOG110 funds$14.3B
SS SPDR S&P 500 ETF TRUST-USSPY109 funds$5.4B
META PLATFORMS INC-CLASS AMETA108 funds$12.1B
JPMORGAN CHASE & COJPM108 funds$9.3B
BROADCOM INCAVGO107 funds$18.0B
TESLA INCTSLA107 funds$10.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B107 funds$7.3B

Ranked by how many of FTA's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

147 funds-4 since Q3 2024
096191Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $226.1M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for FTA

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Ask your agent what changed in FTA

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FTA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FTA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FTA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.