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

First Trust Large Cap Core AlphaDEX Fund logo
$111.01 -0.77 (-0.69%)
Closing price 07/11/2025 03:55 PM Eastern
Extended Trading
$111.00 -0.01 (0.00%)
As of 07/11/2025 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.
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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)
88
Total
Institutional Inflows
(last 12 months)
$211.41M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$28.10M
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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
7/11/2025Silver 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%
5/20/2025Belpointe 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%
5/14/2025PKS Advisory Services LLC36,325$3.72M1.1%+430.8%0.300%
5/14/2025Comerica Bank12,913$1.32M0.0%+1.3%0.107%
5/14/2025RPg Family Wealth Advisory LLC3,320$340K0.1%N/A0.027%
5/14/2025Northwestern Mutual Wealth Management Co.68,853$7.06M0.0%+1,444.1%0.569%
5/14/2025Kestra Advisory Services LLC17,181$1.76M0.0%-9.4%0.142%
5/14/2025Summit Financial LLC12,703$1.30M0.0%+49.9%0.105%
5/14/2025Flow Traders U.S. LLC32,462$3.33M0.1%N/A0.268%
5/14/2025Venture Visionary Partners LLC4,574$469K0.0%-50.0%0.038%
5/13/2025Raymond James Financial Inc.296,546$30.38M0.0%+3.0%2.451%
5/13/2025Rathbones Group PLC2,664$273K0.0%-4.3%0.022%
5/13/2025HighTower Advisors LLC18,312$1.88M0.0%-2.2%0.151%
5/12/2025Benjamin Edwards Inc.50,687$5.19M0.1%+9.8%0.419%
5/12/2025Potentia Wealth15,293$1.57M0.7%-4.9%0.126%
5/9/2025Chicago 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%
5/9/2025Atria Wealth Solutions Inc.7,821$801K0.0%-12.7%0.065%
5/9/2025Commonwealth Equity Services LLC214,492$21.98M0.0%+3.1%1.773%
5/9/2025PNC Financial Services Group Inc.3,395$348K0.0%-11.8%0.028%
5/8/2025US Bancorp DE63,807$6.54M0.0%+0.7%0.527%
5/8/2025Harbour Investments Inc.9,886$1.01M0.0%-3.4%0.082%
5/8/2025Arkadios Wealth Advisors17,785$1.82M0.1%+29.6%0.147%
5/8/2025Cozad Asset Management Inc.7,571$776K0.1%-3.2%0.063%
5/7/2025Sterling Investment Advisors Ltd.6,634$680K0.2%-2.9%0.055%
5/7/2025LPL Financial LLC973,149$99.71M0.0%+1.7%8.043%
5/7/2025HB Wealth Management LLC3,863$396K0.0%-39.3%0.032%
5/6/2025Assetmark Inc.1,442$148K0.0%-16.0%0.012%
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5/6/2025Cetera Investment Advisers88,033$9.02M0.0%-1.2%0.728%
5/6/2025 Triumph Capital Management82,513$8.45M2.8%+0.5%0.682%
5/6/2025Ignite Planners LLC2,400$241K0.0%N/A0.020%
5/5/2025Millstone Evans Group LLC411$42K0.0%N/A0.003%
5/5/2025Kestra Private Wealth Services LLC10,044$1.03M0.0%+3.8%0.083%
5/2/2025Independent Wealth Network Inc.5,679$582K0.2%+2.5%0.047%
5/2/2025Kingsview Wealth Management LLC76,135$7.80M0.1%-12.7%0.629%
5/1/2025Quest 10 Wealth Builders Inc.1,457$149K0.2%-38.1%0.012%
5/1/2025Rik Saylor Financial Inc.9,526$976K0.9%-2.0%0.079%
4/30/2025Allworth Financial LP3,787$377K0.0%+4.8%0.031%
4/29/2025Envestnet Asset Management Inc.56,813$5.82M0.0%-3.2%0.471%
4/29/2025Strategic Blueprint LLC107,076$10.97M0.6%+10.8%0.889%
4/29/2025OneDigital Investment Advisors LLC5,906$605K0.0%-3.9%0.049%
4/29/2025Silver Oak Securities Incorporated143,993$14.65M1.3%+0.4%1.195%
4/28/2025D.A. Davidson & CO.26,649$2.73M0.0%-3.0%0.221%
4/25/2025Ameritas Advisory Services LLC5,757$595K0.0%-41.5%0.048%
4/24/2025Golden State Wealth Management LLC14,593$1.50M0.2%-3.1%0.121%
4/23/2025KPP Advisory Services LLC28,917$2.96M0.5%-2.0%0.239%
4/23/2025Western Wealth Management LLC1,993$204K0.0%-20.2%0.016%
4/23/2025HBK Sorce Advisory LLC183,894$18.84M0.6%+4.2%1.520%
4/23/2025Golden State Wealth Management LLC29,186$2.99M0.2%+93.8%0.241%
4/23/2025Proactive Wealth Strategies LLC4,107$421K0.2%-5.2%0.034%
4/23/2025AssuredPartners Investment Advisors LLC164,824$16.89M3.3%+9.5%1.362%
4/23/2025Oppenheimer & Co. Inc.16,090$1.65M0.0%+20.2%0.133%
4/22/2025Wetzel Investment Advisors Inc.12,758$1.31M0.7%-2.8%0.105%
4/22/2025Tanglewood Legacy Advisors LLC2,670$274K0.1%-15.9%0.022%
4/22/2025Cambridge Investment Research Advisors Inc.259,575$26.60M0.1%+154.2%2.145%
4/21/2025Silver Oak Securities Incorporated143,993$14.65M1.3%+0.4%1.190%
4/21/2025HFG Advisors Inc.5,424$556K0.5%-5.1%0.045%
4/21/2025Kingswood Wealth Advisors LLC6,159$632K0.0%+91.5%0.051%
4/17/2025Janney Montgomery Scott LLC516,176$52.89M0.1%+1.4%4.266%
4/17/2025Mission Wealth Management LP3,330$341K0.0%-12.8%0.028%
4/16/2025Farrell 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%
3/12/2025Centaurus Financial Inc.12,379$1.29M0.1%-5.7%0.101%
2/24/2025Great Valley Advisor Group Inc.64,996$6.78M0.2%-2.3%0.533%
2/19/2025Richmond Investment Services LLC4,091$427K0.2%N/A0.034%
2/17/2025Royal Bank of Canada134,229$14.00M0.0%-8.4%1.100%
2/17/2025EPG Wealth Management LLC13,911$1.45M0.4%-3.0%0.114%
2/17/2025Cetera Investment Advisers89,109$9.29M0.0%-1.0%0.730%
2/17/2025Captrust Financial Advisors15,421$1.61M0.0%+252.2%0.126%
2/17/2025Citadel Advisors LLC16,265$1.70M0.0%+35.3%0.133%
2/17/2025Baird Financial Group Inc.23,254$2.43M0.0%-5.2%0.191%
2/17/2025Bank of America Corp DE225,099$23.48M0.0%-2.1%1.845%
2/17/2025Benjamin Edwards Inc.46,178$4.82M0.1%-7.9%0.379%
2/14/2025Mercer Global Advisors Inc. ADV2,902$303K0.0%-43.2%0.024%
Google did what!?!? (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
2/14/2025Jane Street Group LLC7,516$784K0.0%-44.8%0.062%
2/14/2025 Triumph Capital Management82,140$8.57M2.9%+0.2%0.673%
2/14/2025Prosperity Consulting Group LLC10,550$1.10M0.1%+41.5%0.086%
2/14/2025 Three Seasons Wealth LLC2,875$300K0.1%N/A0.024%
2/14/2025Kovitz Investment Group Partners LLC7,826$816K0.0%N/A0.064%
2/14/2025Integrated Wealth Concepts LLC11,376$1.19M0.0%+6.4%0.093%
2/14/2025Coppell Advisory Solutions LLC61,876$6.46M0.9%-1.1%0.507%
2/14/2025Susquehanna International Group LLP30,458$3.18M0.0%+184.2%0.250%
2/14/2025IHT Wealth Management LLC5,841$609K0.0%-17.8%0.048%
2/14/2025Stifel Financial Corp13,144$1.37M0.0%-1.9%0.108%
(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, 203 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 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 137 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 2,045,590 shares in the last 24 months. This purchase volume represents approximately $211.41M in transactions.

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

Of the 103 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: Coppell Advisory Solutions LLC ($30.30K), Kingsview Wealth Management LLC ($21.70K), LPL Financial LLC ($19.51K), Royal Bank of Canada ($15.97K), Clearwater Capital Advisors LLC ($11.73K), Silver Oak Securities Incorporated ($7.49K), and Private Advisor Group LLC ($7.34K).

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

Institutional investors have sold a total of 273,888 shares in the last 24 months. This volume of shares sold represents approximately $28.10M in transactions.


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This page (NASDAQ:FEX) was last updated on 7/12/2025 by MarketBeat.com Staff
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