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First Trust Large Cap Core AlphaDEX Fund (FEX) Institutional Ownership

First Trust Large Cap Core AlphaDEX Fund logo
$104.83 -1.68 (-1.58%)
As of 02:37 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Large Cap Core AlphaDEX Fund (NASDAQ:FEX)

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$215.01M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$27.75M
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FEX Institutional Buying and Selling by Quarter

First Trust Large Cap Core AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Belpointe Asset Management LLC17,540$1.80M0.1%-5.1%0.145%
5/19/2025 Jane Street Group LLC7,032$720K0.0%-6.4%0.058%
5/16/2025 Coppell Advisory Solutions LLC32,261$3.24M0.3%-47.9%0.267%
5/16/2025 Goldman Sachs Group Inc.25,070$2.57M0.0%-22.3%0.207%
5/16/2025 Jones Financial Companies Lllp4,148$425K0.0%+9.4%0.034%
5/16/2025 Integrated Wealth Concepts LLC11,138$1.14M0.0%-2.1%0.092%
5/15/2025 Royal Bank of Canada130,570$13.38M0.0%-2.7%1.079%
5/15/2025 Baird Financial Group Inc.22,806$2.34M0.0%-1.9%0.188%
5/14/2025 Transamerica Financial Advisors LLC12,147$1.25M0.1%-4.1%0.100%
5/14/2025 PKS Advisory Services LLC36,325$3.72M1.1%+430.8%0.300%
5/14/2025 Comerica Bank12,913$1.32M0.0%+1.3%0.107%
5/14/2025 RPg Family Wealth Advisory LLC3,320$340K0.1%N/A0.027%
5/14/2025 Northwestern Mutual Wealth Management Co.68,853$7.06M0.0%+1,444.1%0.569%
5/14/2025 Kestra Advisory Services LLC17,181$1.76M0.0%-9.4%0.142%
5/14/2025 Summit Financial LLC12,703$1.30M0.0%+49.9%0.105%
5/14/2025 Flow Traders U.S. LLC32,462$3.33M0.1%N/A0.268%
5/14/2025 Venture Visionary Partners LLC4,574$469K0.0%-50.0%0.038%
5/13/2025 Raymond James Financial Inc.296,546$30.38M0.0%+3.0%2.451%
5/13/2025 Rathbones Group PLC2,664$273K0.0%-4.3%0.022%
5/13/2025 HighTower Advisors LLC18,312$1.88M0.0%-2.2%0.151%
5/12/2025 Benjamin Edwards Inc.50,687$5.19M0.1%+9.8%0.419%
5/12/2025 Potentia Wealth15,293$1.57M0.7%-4.9%0.126%
5/9/2025 Chicago Partners Investment Group LLC56,125$5.69M0.2%-1.4%0.464%
5/9/2025 Three Seasons Wealth LLC2,587$265K0.1%-10.0%0.021%
5/9/2025 Atria Wealth Solutions Inc.7,821$801K0.0%-12.7%0.065%
5/9/2025 Commonwealth Equity Services LLC214,492$21.98M0.0%+3.1%1.773%
5/9/2025 PNC Financial Services Group Inc.3,395$348K0.0%-11.8%0.028%
5/8/2025 US Bancorp DE63,807$6.54M0.0%+0.7%0.527%
5/8/2025 Harbour Investments Inc.9,886$1.01M0.0%-3.4%0.082%
5/8/2025 Arkadios Wealth Advisors17,785$1.82M0.1%+29.6%0.147%
5/8/2025 Cozad Asset Management Inc.7,571$776K0.1%-3.2%0.063%
5/7/2025 Sterling Investment Advisors Ltd.6,634$680K0.2%-2.9%0.055%
5/7/2025 LPL Financial LLC973,149$99.71M0.0%+1.7%8.043%
5/7/2025 HB Wealth Management LLC3,863$396K0.0%-39.3%0.032%
5/6/2025 Assetmark Inc.1,442$148K0.0%-16.0%0.012%
5/6/2025 Cetera Investment Advisers88,033$9.02M0.0%-1.2%0.728%
5/6/2025 Triumph Capital Management82,513$8.45M2.8%+0.5%0.682%
5/6/2025 Ignite Planners LLC2,400$241K0.0%N/A0.020%
5/5/2025 Millstone Evans Group LLC411$42K0.0%N/A0.003%
5/5/2025 Kestra Private Wealth Services LLC10,044$1.03M0.0%+3.8%0.083%
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5/2/2025 Independent Wealth Network Inc.5,679$582K0.2%+2.5%0.047%
5/2/2025 Kingsview Wealth Management LLC76,135$7.80M0.1%-12.7%0.629%
5/1/2025 Quest 10 Wealth Builders Inc.1,457$149K0.2%-38.1%0.012%
5/1/2025 Rik Saylor Financial Inc.9,526$976K0.9%-2.0%0.079%
4/30/2025 Allworth Financial LP3,787$377K0.0%+4.8%0.031%
4/29/2025 Envestnet Asset Management Inc.56,813$5.82M0.0%-3.2%0.471%
4/29/2025 Strategic Blueprint LLC107,076$10.97M0.6%+10.8%0.889%
4/29/2025 OneDigital Investment Advisors LLC5,906$605K0.0%-3.9%0.049%
4/29/2025 Silver Oak Securities Incorporated143,993$14.65M1.3%+0.4%1.195%
4/28/2025 D.A. Davidson & CO.26,649$2.73M0.0%-3.0%0.221%
4/25/2025 Ameritas Advisory Services LLC5,757$595K0.0%-41.5%0.048%
4/24/2025 Golden State Wealth Management LLC14,593$1.50M0.2%-3.1%0.121%
4/23/2025 KPP Advisory Services LLC28,917$2.96M0.5%-2.0%0.239%
4/23/2025 Western Wealth Management LLC1,993$204K0.0%-20.2%0.016%
4/23/2025 HBK Sorce Advisory LLC183,894$18.84M0.6%+4.2%1.520%
4/23/2025 Golden State Wealth Management LLC29,186$2.99M0.2%+93.8%0.241%
4/23/2025 Proactive Wealth Strategies LLC4,107$421K0.2%-5.2%0.034%
4/23/2025 AssuredPartners Investment Advisors LLC164,824$16.89M3.3%+9.5%1.362%
4/23/2025 Oppenheimer & Co. Inc.16,090$1.65M0.0%+20.2%0.133%
4/22/2025 Wetzel Investment Advisors Inc.12,758$1.31M0.7%-2.8%0.105%
4/22/2025 Tanglewood Legacy Advisors LLC2,670$274K0.1%-15.9%0.022%
4/22/2025 Cambridge Investment Research Advisors Inc.259,575$26.60M0.1%+154.2%2.145%
4/21/2025 Silver Oak Securities Incorporated143,993$14.65M1.3%+0.4%1.190%
4/21/2025 HFG Advisors Inc.5,424$556K0.5%-5.1%0.045%
4/21/2025 Kingswood Wealth Advisors LLC6,159$632K0.0%+91.5%0.051%
4/17/2025 Janney Montgomery Scott LLC516,176$52.89M0.1%+1.4%4.266%
4/17/2025 Mission Wealth Management LP3,330$341K0.0%-12.8%0.028%
4/16/2025 Farrell Financial LLC8,659$887K0.6%-2.5%0.071%
4/14/2025 RDA Financial Network4,599$471K0.1%-2.4%0.038%
4/14/2025 Wedmont Private Capital11,679$1.12M0.1%N/A0.096%
4/10/2025 Secure Asset Management LLC42,611$4.37M0.9%-0.4%0.345%
4/9/2025 NBC Securities Inc.2,876$294K0.0%+143,700.0%0.023%
4/2/2025 Park National Corp OH9,135$936K0.0%-5.5%0.074%
3/12/2025 Centaurus Financial Inc.12,379$1.29M0.1%-5.7%0.101%
2/24/2025 Great Valley Advisor Group Inc.64,996$6.78M0.2%-2.3%0.533%
2/19/2025 Richmond Investment Services LLC4,091$427K0.2%N/A0.034%
2/17/2025 Royal Bank of Canada134,229$14.00M0.0%-8.4%1.100%
2/17/2025 EPG Wealth Management LLC13,911$1.45M0.4%-3.0%0.114%
2/17/2025 Cetera Investment Advisers89,109$9.29M0.0%-1.0%0.730%
2/17/2025 Captrust Financial Advisors15,421$1.61M0.0%+252.2%0.126%
2/17/2025 Citadel Advisors LLC16,265$1.70M0.0%+35.3%0.133%
2/17/2025 Baird Financial Group Inc.23,254$2.43M0.0%-5.2%0.191%
2/17/2025 Bank of America Corp DE225,099$23.48M0.0%-2.1%1.845%
2/17/2025 Benjamin Edwards Inc.46,178$4.82M0.1%-7.9%0.379%
2/14/2025 Mercer Global Advisors Inc. ADV2,902$303K0.0%-43.2%0.024%
2/14/2025 Jane Street Group LLC7,516$784K0.0%-44.8%0.062%
2/14/2025 Triumph Capital Management82,140$8.57M2.9%+0.2%0.673%
2/14/2025 Prosperity Consulting Group LLC10,550$1.10M0.1%+41.5%0.086%
2/14/2025 Three Seasons Wealth LLC2,875$300K0.1%N/A0.024%
2/14/2025 Kovitz Investment Group Partners LLC7,826$816K0.0%N/A0.064%
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2/14/2025 Integrated Wealth Concepts LLC11,376$1.19M0.0%+6.4%0.093%
2/14/2025 Coppell Advisory Solutions LLC61,876$6.46M0.9%-1.1%0.507%
2/14/2025 Susquehanna International Group LLP30,458$3.18M0.0%+184.2%0.250%
2/14/2025 IHT Wealth Management LLC5,841$609K0.0%-17.8%0.048%
2/14/2025 Stifel Financial Corp13,144$1.37M0.0%-1.9%0.108%
2/14/2025 OneDigital Investment Advisors LLC6,143$641K0.0%-2.1%0.050%
2/14/2025 Tower Research Capital LLC TRC 2,542$265K0.0%-28.7%0.021%
2/14/2025 First Trust Advisors LP50,342$5.25M0.0%-4.6%0.413%
2/14/2025 GeoWealth Management LLC3,228$337K0.0%+1,040.6%0.026%
2/13/2025 NewEdge Advisors LLC4,918$513K0.0%-35.5%0.040%
(Data available from 1/1/2016 forward)

FEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEX shares?

During the previous two years, 205 institutional investors and hedge funds held shares of First Trust Large Cap Core AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($99.71M), Janney Montgomery Scott LLC ($52.89M), Wells Fargo & Company MN ($48.91M), Raymond James Financial Inc. ($30.38M), Cambridge Investment Research Advisors Inc. ($26.60M), Bank of America Corp DE ($23.48M), and UBS Group AG ($23.38M).Learn more on FEX's institutional investors.

Which institutional investors have been buying First Trust Large Cap Core AlphaDEX Fund stock?

Of the 138 institutional investors that purchased First Trust Large Cap Core AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($584.50K), International Assets Investment Management LLC ($487.83K), LPL Financial LLC ($182.41K), Cambridge Investment Research Advisors Inc. ($174.84K), AssuredPartners Investment Advisors LLC ($164.82K), Kingsview Wealth Management LLC ($97.84K), and Wells Fargo & Company MN ($94.81K).

How much institutional buying is happening at First Trust Large Cap Core AlphaDEX Fund?

Institutional investors have bought a total of 3,220,047 shares in the last 24 months. This purchase volume represents approximately $317.68M in transactions.

Which First Trust Large Cap Core AlphaDEX Fund major shareholders have been selling company stock?

Of the 140 institutional investors that sold First Trust Large Cap Core AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($203.23K), Raymond James & Associates ($199.23K), Drake & Associates LLC ($187.47K), LPL Financial LLC ($154.13K), Centaurus Financial Inc. ($125.58K), Raymond James Financial Services Advisors Inc. ($121.00K), and Silver Oak Securities Incorporated ($53.95K).

How much institutional selling is happening at First Trust Large Cap Core AlphaDEX Fund?

Institutional investors have sold a total of 1,580,456 shares in the last 24 months. This volume of shares sold represents approximately $140.31M in transactions.


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This page (NASDAQ:FEX) was last updated on 5/21/2025 by MarketBeat.com Staff
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