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

First Trust Large Cap Core AlphaDEX Fund logo
$142.07 +0.90 (+0.64%)
Closing price 08/13/2026 03:48 PM Eastern
Extended Trading
$142.04 -0.03 (-0.02%)
As of 08/13/2026 04:10 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 Massive. 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)
71
Total
Institutional Inflows
(last 12 months)
$559.74M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$56.16M
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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
8/12/2026 Compass Financial Management LLC593$83K0.0%N/A0.005%
7/10/2026 Annex Advisory Services LLC4,415$618K0.0%+13.2%0.038%
7/9/2026 Allied Private Wealth LLC833$113K0.1%N/A0.007%
7/6/2026 RDA Financial Network3,113$435K0.1%-2.4%0.027%
6/18/2026Western Wealth Management LLC1,021$125K0.0%N/A0.009%
5/28/2026Cozad Asset Management Inc.7,365$898K0.1%-2.7%0.064%
5/19/2026Western Wealth Management LLC1,021$125K0.0%N/A0.009%
5/19/2026 NewEdge Advisors LLC5,022$612K0.0%-11.8%0.044%
5/19/2026Bank of America Corp DE234,821$28.63M0.0%+3.0%2.051%
5/19/2026 Arkadios Wealth Advisors13,593$1.66M0.0%-7.7%0.119%
5/19/2026 IFS Group LLC3,393$414K0.4%N/A0.030%
5/18/2026Royal Bank of Canada155,493$18.96M0.0%-31.0%1.358%
5/15/2026 Gateway Wealth Partners LLC4,302$525K0.0%+99.7%0.038%
5/14/2026Modern Wealth Management LLC1,780$218K0.0%-16.5%0.016%
5/14/2026 Lido Advisors LLC7,161$873K0.0%-1.3%0.063%
5/13/2026 Cetera Investment Advisers118,123$14.40M0.0%+3.0%1.032%
5/13/2026 First Trust Advisors LP33,098$4.04M0.0%-30.1%0.289%
5/8/2026 PNC Financial Services Group Inc.3,287$401K0.0%-5.0%0.029%
5/7/2026 Hershey Financial Advisers LLC13,231$1.61M1.4%N/A0.116%
5/6/2026 Assetmark Inc.2,487$303K0.0%+102.2%0.022%
5/6/2026Prosperity Consulting Group LLC10,210$1.25M0.1%-2.8%0.089%
5/5/2026 D.A. Davidson & CO.24,834$3.03M0.0%-3.0%0.217%
5/5/2026 Sigma Planning Corp2,152$262K0.0%-17.0%0.019%
5/1/2026 Fifth Third Bancorp2,954$360K0.0%N/A0.026%
4/30/2026 Kestra Advisory Services LLC16,436$2.00M0.0%+30.0%0.144%
4/30/2026 IAG Wealth Partners LLC1,317$161K0.0%-31.3%0.012%
4/28/2026 Walkner Condon Financial Advisors LLC3,522$429K0.1%-16.7%0.031%
4/27/2026 BIP Wealth LLC127,052$15.49M0.6%-4.3%1.110%
4/25/2026 KPP Advisory Services LLC29,954$3.65M0.5%-5.9%0.262%
4/24/2026Tcfg Wealth Management LLC21,507$2.62M1.0%+0.9%0.188%
4/23/2026 Fairway Wealth LLC1,091$133K0.0%N/A0.010%
4/23/2026 Apollon Financial LLC3,426$418K0.1%-14.5%0.030%
4/22/2026 Janney Montgomery Scott LLC511,453$62.36M0.2%+0.9%4.447%
4/21/2026 Independent Wealth Network Inc.3,512$428K0.1%-53.4%0.031%
4/21/2026 Silver Oak Securities Incorporated134,610$16.41M1.2%-1.4%1.171%
4/20/2026 Kestra Private Wealth Services LLC9,117$1.11M0.0%-6.3%0.079%
3/17/2026Rockefeller Capital Management L.P.46,614$5.53M0.0%+16.4%0.407%
2/23/2026Virtu Financial LLC35,266$4.18M0.2%+365.4%0.308%
2/18/2026 Mercer Global Advisors Inc. ADV3,948$468K0.0%N/A0.034%
2/18/2026 Crusonia Wealth Advisors LLC132,087$15.67M3.4%N/A1.154%
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2/18/2026 Claro Advisors Inc.1,711$203K0.0%N/A0.015%
2/17/2026AQR Capital Management LLC2,206$262K0.0%-24.8%0.019%
2/17/2026Equitable Holdings Inc.6,153$730K0.0%+105.9%0.054%
2/17/2026Wealth Watch Advisors INC688$82K0.0%+31.3%0.006%
2/17/2026 Kovack Advisors Inc.1,738$206K0.0%N/A0.015%
2/17/2026Osaic Holdings Inc.161,657$19.18M0.0%-27.3%1.412%
2/17/2026 Advisory Services Network LLC6,047$717K0.0%-2.6%0.053%
2/17/2026 Private Advisor Group LLC93,356$11.07M0.1%+1.4%0.815%
2/17/2026&PARTNERS56,509$6.70M0.0%+3.5%0.494%
2/17/2026Royal Bank of Canada225,417$26.74M0.0%+31.5%1.969%
2/16/2026 Sargent Investment Group LLC4,165$494K0.1%N/A0.036%
2/16/2026 MML Investors Services LLC7,813$927K0.0%-6.7%0.068%
2/16/2026Mariner LLC3,250$386K0.0%-16.6%0.028%
2/16/2026 Arax Advisory Partners5,062$600K0.0%-59.0%0.044%
2/13/2026 Kestra Advisory Services LLC12,647$1.50M0.0%+2.6%0.110%
2/13/2026Transamerica Financial Advisors LLC10,533$1.25M0.1%-3.7%0.092%
2/13/2026 Stifel Financial Corp13,270$1.57M0.0%-1.7%0.116%
2/13/2026Magnolia Capital Advisors LLC1,887$224K0.0%N/A0.016%
2/13/2026Morgan Stanley1,107,991$131.43M0.0%-1.9%9.677%
2/13/2026 Arkadios Wealth Advisors14,729$1.75M0.0%-16.3%0.129%
2/13/2026 First Trust Advisors LP47,349$5.62M0.0%-1.3%0.414%
2/13/2026 Integrated Wealth Concepts LLC7,625$904K0.0%-26.7%0.067%
2/13/2026 Golden State Wealth Management LLC12,209$1.45M0.2%-8.2%0.107%
2/13/2026Wells Fargo & Company MN503,140$59.68M0.0%0.0%4.394%
2/13/2026 Summit Financial LLC12,572$1.49M0.0%-5.6%0.110%
2/13/2026 RPg Family Wealth Advisory LLC2,774$329K0.1%-8.9%0.024%
2/12/2026 Rossby Financial LCC336$40K0.0%-26.6%0.003%
2/12/2026 Triumph Capital Management51,976$6.17M1.3%-2.3%0.454%
2/12/2026 Commonwealth Equity Services LLC213,869$25.37M0.0%-1.2%1.868%
2/12/2026Ankerstar Wealth LLC225$27K0.0%N/A0.002%
2/12/2026 Great Valley Advisor Group Inc.61,737$7.32M0.1%-1.6%0.539%
2/11/2026 Gateway Wealth Partners LLC2,154$255K0.0%-40.5%0.019%
2/11/2026 Janney Montgomery Scott LLC507,115$60.15M0.1%-0.5%4.429%
2/11/2026 LPL Financial LLC995,611$118.10M0.0%-1.1%8.695%
2/11/2026 Hilton Head Capital Partners LLC3,353$398K0.2%N/A0.029%
2/10/2026Goldman Sachs Group Inc.34,513$4.09M0.0%-9.6%0.301%
2/10/2026 Northwestern Mutual Wealth Management Co.55,784$6.62M0.0%-9.5%0.487%
2/9/2026Kingsview Wealth Management LLC63,890$7.58M0.1%-9.8%0.558%
2/9/2026 Sterling Investment Advisors Ltd.6,314$749K0.1%-5.0%0.055%
2/9/2026 Harbour Investments Inc.10,727$1.27M0.0%+4.1%0.094%
2/9/2026 Eukles Asset Management2,464$292K0.1%-6.3%0.022%
2/9/2026 HBK Sorce Advisory LLC179,998$22.76M0.5%-2.6%1.572%
2/9/2026 Prospera Financial Services Inc5,800$688K0.0%-7.4%0.051%
2/6/2026 Signature Estate & Investment Advisors LLC3,601$427K0.0%-16.4%0.031%
2/6/2026 IFP Advisors Inc2,274$270K0.0%-14.0%0.020%
2/6/2026 PNC Financial Services Group Inc.3,460$410K0.0%+13.1%0.030%
2/6/2026 HighTower Advisors LLC17,863$2.12M0.0%-8.4%0.156%
2/5/2026 Mission Wealth Management LP2,853$338K0.0%-14.3%0.025%
2/5/2026 Hills Bank & Trust Co850$101K0.0%N/A0.007%
2/5/2026 Northwestern Mutual Wealth Management Co.4,211,423$499.56M0.2%+6,734.7%36.781%
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2/5/2026 Allworth Financial LP3,060$363K0.0%-20.9%0.027%
2/4/2026Ameritas Advisory Services LLC5,063$601K0.0%+268.2%0.044%
2/4/2026 Concentrum Wealth Management1,700$202K0.1%N/A0.015%
2/3/2026 International Assets Investment Management LLC1,334$158K0.0%N/A0.012%
2/3/2026 AssuredPartners Investment Advisors LLC17,385$2.06M0.3%+1.3%0.152%
2/2/2026 Truist Financial Corp175,357$20.80M0.0%+2.8%1.532%
2/2/2026 KPP Advisory Services LLC31,817$3.77M0.5%+1.1%0.278%
2/2/2026 Avidian Wealth Enterprises LLC1,700$202K0.0%N/A0.015%
2/2/2026 Benjamin Edwards Inc.20,477$2.43M0.0%-19.9%0.179%
2/2/2026 Oppenheimer & Co. Inc.17,335$2.06M0.0%-0.6%0.151%


FEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 204 institutional investors and hedge funds held shares of First Trust Large Cap Core AlphaDEX Fund. The most heavily invested institutionals were Morgan Stanley ($131.43M), LPL Financial LLC ($118.10M), Janney Montgomery Scott LLC ($62.36M), Wells Fargo & Company MN ($59.68M), Raymond James Financial Inc. ($32.57M), Bank of America Corp DE ($28.63M), and Cambridge Investment Research Advisors Inc. ($26.60M).Learn more on First Trust Large Cap Core AlphaDEX Fund's institutional investors.

Of the 136 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: Northwestern Mutual Wealth Management Co. ($4.21M), Raymond James Financial Inc. ($584.50K), LPL Financial LLC ($182.41K), International Assets Investment Management LLC ($178.24K), AssuredPartners Investment Advisors LLC ($165.04K), Cambridge Investment Research Advisors Inc. ($157.45K), and BIP Wealth LLC ($132.72K).

Institutional investors have bought a total of 4,721,079 shares in the last 24 months. This purchase volume represents approximately $559.74M in transactions.

Of the 92 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: Royal Bank of Canada ($69.92K), Osaic Holdings Inc. ($60.69K), Flow Traders U.S. LLC ($48.51K), Triumph Capital Management ($30.99K), Benjamin Edwards Inc. ($30.21K), Morgan Stanley ($21.83K), and Silver Oak Securities Incorporated ($20.70K).

Institutional investors have sold a total of 475,993 shares in the last 24 months. This volume of shares sold represents approximately $56.16M in transactions.


Related Companies

Institutional ownership data for NASDAQ:FEX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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