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

First Trust Large Cap Core AlphaDEX Fund logo
$115.10 +2.22 (+1.97%)
Closing price 08/22/2025 03:59 PM Eastern
Extended Trading
$115.24 +0.14 (+0.12%)
As of 08/22/2025 04:04 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.

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)
$212.92M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$51.68M
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FEX Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2025 Coppell Advisory Solutions LLC15,871$1.73M0.2%-50.8%0.134%
8/19/2025 Advisory 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%
8/18/2025 Hershey Financial Advisers LLC14,167$1.56M1.4%N/A0.120%
8/15/2025 Tower Research Capital LLC TRC 505$56K0.0%-89.0%0.004%
8/15/2025 Captrust Financial Advisors16,173$1.78M0.0%+4.9%0.136%
8/15/2025 MML Investors Services LLC8,689$955K0.0%-5.8%0.073%
8/15/2025 IHT Wealth Management LLC4,571$503K0.0%-21.9%0.039%
8/15/2025 Great Valley Advisor Group Inc.62,763$6.90M0.2%-1.1%0.530%
8/15/2025 Benjamin Edwards Inc.28,913$3.18M0.0%-43.0%0.244%
8/15/2025 Bank of America Corp DE226,970$24.96M0.0%+4.9%1.915%
8/14/2025 Raymond James Financial Inc.279,205$30.70M0.0%-5.8%2.356%
8/14/2025 Transamerica Financial Advisors LLC11,603$1.28M0.1%-4.5%0.098%
8/14/2025 Potentia Wealth12,070$1.33M0.8%-21.1%0.102%
8/14/2025 NewEdge Advisors LLC6,284$691K0.0%+27.5%0.053%
8/13/2025 Flow Traders U.S. LLC51,239$5.63M0.2%+57.8%0.432%
8/13/2025 Gateway Wealth Partners LLC3,922$431K0.1%N/A0.033%
8/13/2025 Baird Financial Group Inc.22,311$2.45M0.0%-2.2%0.188%
8/13/2025 First Trust Advisors LP48,613$5.35M0.0%-2.1%0.410%
8/13/2025 Northwestern Mutual Wealth Management Co.66,631$7.33M0.0%-3.2%0.562%
8/12/2025 Richmond Investment Services LLC7,440$818K0.2%+81.9%0.063%
8/12/2025 Financial Advocates Investment Management3,827$421K0.0%-54.3%0.032%
8/12/2025 JPMorgan Chase & Co.10,217$1.12M0.0%-4.1%0.086%
8/8/2025 Rockefeller Capital Management L.P.40,202$4.42M0.0%+0.4%0.339%
8/8/2025 Kingsview Wealth Management LLC73,603$8.09M0.1%-3.3%0.621%
8/8/2025 Cetera Investment Advisers109,398$12.03M0.0%+24.3%0.923%
8/8/2025 Creative Planning15,137$1.66M0.0%-40.6%0.128%
8/8/2025 PNC Financial Services Group Inc.3,058$336K0.0%-9.9%0.026%
8/7/2025 Rathbones Group PLC2,476$272K0.0%-7.1%0.021%
8/6/2025 AE Wealth Management LLC13,181$1.45M0.0%-3.6%0.111%
8/6/2025 Savant Capital LLC3,141$345K0.0%N/A0.027%
8/6/2025 Golden State Wealth Management LLC14,180$1.56M0.2%-2.8%0.120%
8/5/2025 HFG Advisors Inc.4,799$528K0.4%-11.5%0.040%
8/5/2025 Prosperity Consulting Group LLC10,637$1.17M0.1%+0.9%0.090%
8/5/2025 Sebold Capital Management Inc.5,497$604K0.4%+13.2%0.046%
8/5/2025 GHP Investment Advisors Inc.376$41K0.0%-40.3%0.003%
8/4/2025 IFG Advisory LLC1,883$207K0.0%N/A0.016%
8/4/2025 Assetmark Inc.1,301$143K0.0%-9.8%0.011%
8/4/2025 HBK Sorce Advisory LLC185,300$20.38M0.6%+0.8%1.564%
8/4/2025 Spire Wealth Management1,089$120K0.0%-58.6%0.009%
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8/4/2025 Hantz Financial Services Inc.306$34K0.0%N/A0.003%
8/1/2025 Winebrenner Capital Management LLC2,166$238K0.2%N/A0.018%
8/1/2025 Bessemer Group Inc.1,984$218K0.0%N/A0.017%
8/1/2025 Envestnet Asset Management Inc.56,049$6.16M0.0%-1.3%0.473%
7/30/2025 KPP Advisory Services LLC30,992$3.41M0.6%+7.2%0.260%
7/30/2025 Strategic 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%
7/29/2025 Chicago Partners Investment Group LLC55,784$6.30M0.2%-0.6%0.469%
7/29/2025 Stratos 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%
7/28/2025 ForthRight Wealth Management LLC2,853$314K0.1%-8.1%0.024%
7/28/2025 Triton Wealth Management PLLC3,259$367K0.2%N/A0.027%
7/28/2025 Harbour Investments Inc.12,617$1.39M0.0%+27.6%0.106%
7/25/2025 Atria Wealth Solutions Inc.2,641$290K0.0%-66.2%0.022%
7/25/2025 Concurrent Investment Advisors LLC2,286$251K0.0%+15.1%0.019%
7/25/2025 Apollon Financial LLC4,006$441K0.1%-4.2%0.034%
7/24/2025 US Bancorp DE67,531$7.43M0.0%+5.8%0.567%
7/23/2025 RiverTree Advisors LLC14,639$1.61M1.1%N/A0.123%
7/23/2025 KPP Advisory Services LLC30,992$3.41M0.8%+7.2%0.260%
7/21/2025 Ameritas Advisory Services LLC1,708$188K0.0%-70.3%0.014%
7/18/2025 Wetzel Investment Advisors Inc.9,861$1.08M0.5%-22.7%0.083%
7/18/2025 Truist Financial Corp165,332$18.18M0.0%+1.8%1.389%
7/17/2025 HB Wealth Management LLC3,477$382K0.0%-10.0%0.029%
7/17/2025 Janney Montgomery Scott LLC523,437$57.56M0.2%+1.4%4.399%
7/17/2025 Beacon 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%
7/9/2025 Triumph 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%
5/20/2025 Belpointe 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%
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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%
(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 ($57.56M), Wells Fargo & Company MN ($48.91M), Raymond James Financial Inc. ($30.70M), Cambridge Investment Research Advisors Inc. ($26.60M), Bank of America Corp DE ($24.96M), and UBS Group AG ($23.38M).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 2,044,274 shares in the last 24 months. This purchase volume represents approximately $212.92M in transactions.

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

Of the 106 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 ($145.90K), Coppell Advisory Solutions LLC ($46.69K), Benjamin Edwards Inc. ($25.73K), Kingsview Wealth Management LLC ($24.24K), Raymond James Financial Inc. ($17.34K), Royal Bank of Canada ($15.97K), and Creative Planning ($12.57K).

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

Institutional investors have sold a total of 482,767 shares in the last 24 months. This volume of shares sold represents approximately $51.68M in transactions.



This page (NASDAQ:FEX) was last updated on 8/23/2025 by MarketBeat.com Staff
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