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

First Trust Large Cap Core AlphaDEX Fund logo
$116.97 +1.17 (+1.01%)
Closing price 10/23/2025 03:59 PM Eastern
Extended Trading
$116.96 -0.01 (-0.01%)
As of 10/23/2025 05:50 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
92
Total
Institutional Inflows
(last 12 months)
$197.33M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$51.78M
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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
10/23/2025Benjamin Edwards Inc.25,550$2.99M0.0%-11.6%0.217%
10/23/2025Strategic Blueprint LLC130,323$15.22M0.7%+26.1%1.109%
10/22/2025 Keystone Wealth Services LLC21,751$2.54M0.6%-1.6%0.185%
10/22/2025 D.A. Davidson & CO.25,941$3.03M0.0%-0.8%0.221%
10/21/2025 Silver Oak Securities Incorporated155,310$18.14M1.4%+11.8%1.322%
10/20/2025 DHJJ Financial Advisors Ltd.2,253$263K0.1%-4.2%0.019%
10/17/2025 Kaydan Wealth Management Inc.10,841$1.27M0.4%-2.2%0.092%
10/16/2025 HBK Sorce Advisory LLC184,764$21.50M0.5%-0.3%1.572%
10/15/2025 CWM LLC4,164$486K0.0%-2.6%0.035%
10/15/2025 Independent Wealth Network Inc.6,892$805K0.3%+20.0%0.059%
10/14/2025 HBK Sorce Advisory LLC184,920$21.80M0.5%-0.2%1.574%
10/10/2025 Focus Financial Network Inc.15,003$1.75M0.1%-5.7%0.107%
10/9/2025 Peterson Wealth Advisors LLC1,752$205K0.0%N/A0.015%
10/8/2025 RDA Financial Network3,628$424K0.1%-2.7%0.031%
10/7/2025 Nova Wealth Management Inc.3,924$458K0.3%-2.8%0.033%
10/6/2025 AssuredPartners Investment Advisors LLC17,166$2.01M0.4%-9.3%0.146%
10/1/2025 Park National Corp OH8,305$970K0.0%-7.3%0.070%
9/11/2025 Milestones Private Investment Advisors LLC2,033$224K0.2%N/A0.017%
9/4/2025Osaic Holdings Inc.227,585$25.03M0.0%+3.6%1.921%
8/29/2025Centaurus Financial Inc.11,085$1.22M0.1%-7.3%0.094%
8/20/2025Coppell Advisory Solutions LLC15,871$1.73M0.2%-50.8%0.134%
8/19/2025Advisory Services Network LLC6,179$691K0.0%+16.6%0.052%
8/18/2025 Geneos Wealth Management Inc.2,436$268K0.0%-3.9%0.021%
8/18/2025Hershey Financial Advisers LLC14,167$1.56M1.4%N/A0.120%
8/15/2025Tower Research Capital LLC TRC 505$56K0.0%-89.0%0.004%
8/15/2025Captrust Financial Advisors16,173$1.78M0.0%+4.9%0.136%
8/15/2025MML Investors Services LLC8,689$955K0.0%-5.8%0.073%
8/15/2025IHT Wealth Management LLC4,571$503K0.0%-21.9%0.039%
8/15/2025Great Valley Advisor Group Inc.62,763$6.90M0.2%-1.1%0.530%
8/15/2025Benjamin Edwards Inc.28,913$3.18M0.0%-43.0%0.244%
8/15/2025Bank of America Corp DE226,970$24.96M0.0%+4.9%1.915%
8/14/2025Raymond James Financial Inc.279,205$30.70M0.0%-5.8%2.356%
8/14/2025Transamerica Financial Advisors LLC11,603$1.28M0.1%-4.5%0.098%
8/14/2025Potentia Wealth12,070$1.33M0.8%-21.1%0.102%
8/14/2025NewEdge Advisors LLC6,284$691K0.0%+27.5%0.053%
8/13/2025Flow Traders U.S. LLC51,239$5.63M0.2%+57.8%0.432%
8/13/2025Gateway Wealth Partners LLC3,922$431K0.1%N/A0.033%
8/13/2025Baird Financial Group Inc.22,311$2.45M0.0%-2.2%0.188%
8/13/2025First Trust Advisors LP48,613$5.35M0.0%-2.1%0.410%
8/13/2025Northwestern Mutual Wealth Management Co.66,631$7.33M0.0%-3.2%0.562%
8/12/2025Richmond Investment Services LLC7,440$818K0.2%+81.9%0.063%
8/12/2025Financial Advocates Investment Management3,827$421K0.0%-54.3%0.032%
8/12/2025JPMorgan Chase & Co.10,217$1.12M0.0%-4.1%0.086%
8/8/2025Rockefeller Capital Management L.P.40,202$4.42M0.0%+0.4%0.339%
8/8/2025Kingsview Wealth Management LLC73,603$8.09M0.1%-3.3%0.621%
8/8/2025Cetera Investment Advisers109,398$12.03M0.0%+24.3%0.923%
8/8/2025Creative Planning15,137$1.66M0.0%-40.6%0.128%
8/8/2025PNC Financial Services Group Inc.3,058$336K0.0%-9.9%0.026%
8/7/2025Rathbones Group PLC2,476$272K0.0%-7.1%0.021%
8/6/2025AE Wealth Management LLC13,181$1.45M0.0%-3.6%0.111%
8/6/2025Savant Capital LLC3,141$345K0.0%N/A0.027%
8/6/2025Golden State Wealth Management LLC14,180$1.56M0.2%-2.8%0.120%
8/5/2025HFG Advisors Inc.4,799$528K0.4%-11.5%0.040%
8/5/2025Prosperity Consulting Group LLC10,637$1.17M0.1%+0.9%0.090%
8/5/2025Sebold Capital Management Inc.5,497$604K0.4%+13.2%0.046%
8/5/2025GHP Investment Advisors Inc.376$41K0.0%-40.3%0.003%
8/4/2025IFG Advisory LLC1,883$207K0.0%N/A0.016%
8/4/2025Assetmark Inc.1,301$143K0.0%-9.8%0.011%
8/4/2025 HBK Sorce Advisory LLC185,300$20.38M0.6%+0.8%1.564%
8/4/2025Spire Wealth Management1,089$120K0.0%-58.6%0.009%
8/4/2025Hantz Financial Services Inc.306$34K0.0%N/A0.003%
8/1/2025Winebrenner Capital Management LLC2,166$238K0.2%N/A0.018%
8/1/2025Bessemer Group Inc.1,984$218K0.0%N/A0.017%
8/1/2025Envestnet Asset Management Inc.56,049$6.16M0.0%-1.3%0.473%
7/30/2025KPP Advisory Services LLC30,992$3.41M0.6%+7.2%0.260%
7/30/2025Strategic Blueprint LLC103,364$11.37M0.6%-3.5%0.869%
7/30/2025 D.A. Davidson & CO.26,149$2.88M0.0%-1.9%0.220%
7/29/2025Chicago Partners Investment Group LLC55,784$6.30M0.2%-0.6%0.469%
7/29/2025Stratos Wealth Partners LTD.9,839$1.08M0.0%-3.0%0.083%
7/29/2025 AssuredPartners Investment Advisors LLC18,922$2.08M0.5%-88.5%0.159%
7/28/2025ForthRight Wealth Management LLC2,853$314K0.1%-8.1%0.024%
7/28/2025Triton Wealth Management PLLC3,259$367K0.2%N/A0.027%
7/28/2025Harbour Investments Inc.12,617$1.39M0.0%+27.6%0.106%
7/25/2025Atria Wealth Solutions Inc.2,641$290K0.0%-66.2%0.022%
7/25/2025Concurrent Investment Advisors LLC2,286$251K0.0%+15.1%0.019%
7/25/2025 Apollon Financial LLC4,006$441K0.1%-4.2%0.034%
7/24/2025US Bancorp DE67,531$7.43M0.0%+5.8%0.567%
7/23/2025RiverTree Advisors LLC14,639$1.61M1.1%N/A0.123%
7/23/2025KPP Advisory Services LLC30,992$3.41M0.8%+7.2%0.260%
7/21/2025Ameritas Advisory Services LLC1,708$188K0.0%-70.3%0.014%
7/18/2025Wetzel Investment Advisors Inc.9,861$1.08M0.5%-22.7%0.083%
7/18/2025Truist Financial Corp165,332$18.18M0.0%+1.8%1.389%
7/17/2025HB Wealth Management LLC3,477$382K0.0%-10.0%0.029%
7/17/2025Janney Montgomery Scott LLC523,437$57.56M0.2%+1.4%4.399%
7/17/2025Beacon Capital Management LLC246$27K0.0%-54.7%0.002%
7/14/2025 ABLE Financial Group LLC2,237$246K0.1%-4.2%0.019%
7/11/2025 Silver Oak Securities Incorporated138,979$15.28M1.2%-3.5%1.168%
7/10/2025 Focus Financial Network Inc.15,917$1.75M0.1%-0.7%0.134%
7/9/2025Triumph Capital Management82,967$9.12M2.7%+0.6%0.697%
7/7/2025 RDA Financial Network3,729$410K0.1%-18.9%0.031%
7/1/2025 Park National Corp OH8,955$985K0.0%-2.0%0.075%
5/20/2025Belpointe Asset Management LLC17,540$1.80M0.1%-5.1%0.145%
5/19/2025Jane Street Group LLC7,032$720K0.0%-6.4%0.058%
5/16/2025Coppell Advisory Solutions LLC32,261$3.24M0.3%-47.9%0.267%
5/16/2025Goldman Sachs Group Inc.25,070$2.57M0.0%-22.3%0.207%
5/16/2025Jones Financial Companies Lllp4,148$425K0.0%+9.4%0.034%
5/16/2025Integrated Wealth Concepts LLC11,138$1.14M0.0%-2.1%0.092%
5/15/2025Royal Bank of Canada130,570$13.38M0.0%-2.7%1.079%
5/15/2025Baird Financial Group Inc.22,806$2.34M0.0%-1.9%0.188%
5/14/2025Transamerica Financial Advisors LLC12,147$1.25M0.1%-4.1%0.100%
(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, 206 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 ($57.56M), Wells Fargo & Company MN ($48.91M), Raymond James Financial Inc. ($30.70M), Cambridge Investment Research Advisors Inc. ($26.60M), Osaic Holdings Inc. ($25.03M), and Bank of America Corp DE ($24.96M).Learn more on First Trust Large Cap Core AlphaDEX Fund's institutional investors.

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

Of the 142 institutional investors that purchased First Trust Large Cap Core AlphaDEX Fund's 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 1,878,020 shares in the last 24 months. This purchase volume represents approximately $196.44M in transactions.

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

Of the 107 institutional investors that sold First Trust Large Cap Core AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AssuredPartners Investment Advisors LLC ($147.66K), Coppell Advisory Solutions LLC ($46.69K), Benjamin Edwards Inc. ($29.10K), Kingsview Wealth Management LLC ($24.24K), Raymond James Financial Inc. ($17.34K), Royal Bank of Canada ($15.97K), and Clearwater Capital Advisors LLC ($11.73K).

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

Institutional investors have sold a total of 482,625 shares in the last 24 months. This volume of shares sold represents approximately $51.78M in transactions.


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This page (NASDAQ:FEX) was last updated on 10/24/2025 by MarketBeat.com Staff
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