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

First Trust Large Cap Core AlphaDEX Fund logo
$136.29 +0.27 (+0.20%)
Closing price 03:49 PM Eastern
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$136.28 0.00 (0.00%)
As of 07:30 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)
68
Total
Institutional Inflows
(last 12 months)
$567.87M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$54.77M
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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
10/8/2026Farther Finance Advisors LLC873$116K0.0%+29.7%0.008%
10/8/2026Avidian Wealth Enterprises LLC1,700$225K0.0%-81.1%0.015%
10/8/2026Kaydan Wealth Management Inc.10,388$1.38M0.5%-1.7%0.090%
10/8/2026Winebrenner Capital Management LLC1,793$238K0.2%-17.1%0.016%
9/23/2026Envestnet Asset Management Inc.86,559$12.11M0.0%+44.1%0.749%
9/9/2026Integrated Wealth Concepts LLC11,514$1.61M0.0%+10.8%0.100%
9/9/2026NewEdge Advisors LLC5,490$768K0.0%-2.4%0.048%
9/9/2026IFP Advisors Inc1,508$211K0.0%-37.9%0.013%
9/9/2026Baird Financial Group Inc.25,934$3.63M0.0%+11.6%0.226%
9/8/2026Allworth Financial LP2,329$326K0.0%-7.8%0.020%
9/2/2026Citadel Advisors LLC8,111$1.14M0.0%-63.3%0.071%
8/23/2026Ameritas Advisory Services LLC60,274$8.43M0.2%+1,168.7%0.524%
8/23/2026Semitam Bonam LLC1,500$210K0.2%N/A0.013%
8/22/2026Compass Financial Management LLC593$83K0.0%N/A0.005%
8/22/2026Concurrent Investment Advisors LLC1,868$261K0.0%-38.2%0.016%
8/21/2026Triumph Capital Management46,672$6.53M1.2%-9.9%0.406%
8/12/2026Compass Financial Management LLC593$83K0.0%N/A0.005%
7/10/2026Annex Advisory Services LLC4,415$618K0.0%+13.2%0.038%
7/9/2026Allied Private Wealth LLC833$113K0.1%N/A0.007%
7/6/2026RDA 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%
5/19/2026NewEdge Advisors LLC5,022$612K0.0%-11.8%0.044%
5/19/2026Bank of America Corp DE234,821$28.63M0.0%+3.0%2.051%
5/19/2026Arkadios Wealth Advisors13,593$1.66M0.0%-7.7%0.119%
5/19/2026IFS Group LLC3,393$414K0.4%N/A0.030%
5/18/2026Royal Bank of Canada155,493$18.96M0.0%-31.0%1.358%
5/15/2026Gateway Wealth Partners LLC4,302$525K0.0%+99.7%0.038%
5/14/2026Modern Wealth Management LLC1,780$218K0.0%-16.5%0.016%
5/14/2026Lido Advisors LLC7,161$873K0.0%-1.3%0.063%
5/13/2026Cetera Investment Advisers118,123$14.40M0.0%+3.0%1.032%
5/13/2026First Trust Advisors LP33,098$4.04M0.0%-30.1%0.289%
5/8/2026PNC Financial Services Group Inc.3,287$401K0.0%-5.0%0.029%
5/7/2026Hershey Financial Advisers LLC13,231$1.61M1.4%N/A0.116%
5/6/2026Assetmark Inc.2,487$303K0.0%+102.2%0.022%
5/6/2026Prosperity Consulting Group LLC10,210$1.25M0.1%-2.8%0.089%
5/5/2026D.A. Davidson & CO.24,834$3.03M0.0%-3.0%0.217%
5/5/2026Sigma Planning Corp2,152$262K0.0%-17.0%0.019%
5/1/2026Fifth Third Bancorp2,954$360K0.0%N/A0.026%
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4/30/2026Kestra Advisory Services LLC16,436$2.00M0.0%+30.0%0.144%
4/30/2026IAG Wealth Partners LLC1,317$161K0.0%-31.3%0.012%
4/28/2026Walkner Condon Financial Advisors LLC3,522$429K0.1%-16.7%0.031%
4/27/2026BIP Wealth LLC127,052$15.49M0.6%-4.3%1.110%
4/25/2026KPP 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%
4/23/2026Fairway Wealth LLC1,091$133K0.0%N/A0.010%
4/23/2026Apollon Financial LLC3,426$418K0.1%-14.5%0.030%
4/22/2026Janney Montgomery Scott LLC511,453$62.36M0.2%+0.9%4.447%
4/21/2026Independent Wealth Network Inc.3,512$428K0.1%-53.4%0.031%
4/21/2026Silver Oak Securities Incorporated134,610$16.41M1.2%-1.4%1.171%
4/20/2026Kestra 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%
2/18/2026Mercer Global Advisors Inc. ADV3,948$468K0.0%N/A0.034%
2/18/2026Crusonia Wealth Advisors LLC132,087$15.67M3.4%N/A1.154%
2/18/2026Claro 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%
2/17/2026Kovack Advisors Inc.1,738$206K0.0%N/A0.015%
2/17/2026Osaic Holdings Inc.161,657$19.18M0.0%-27.3%1.412%
2/17/2026Advisory Services Network LLC6,047$717K0.0%-2.6%0.053%
2/17/2026Private 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%
2/16/2026Sargent Investment Group LLC4,165$494K0.1%N/A0.036%
2/16/2026MML Investors Services LLC7,813$927K0.0%-6.7%0.068%
2/16/2026Mariner LLC3,250$386K0.0%-16.6%0.028%
2/16/2026Arax Advisory Partners5,062$600K0.0%-59.0%0.044%
2/13/2026Kestra 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%
2/13/2026Stifel 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%
2/13/2026Arkadios Wealth Advisors14,729$1.75M0.0%-16.3%0.129%
2/13/2026First Trust Advisors LP47,349$5.62M0.0%-1.3%0.414%
2/13/2026Integrated Wealth Concepts LLC7,625$904K0.0%-26.7%0.067%
2/13/2026Golden 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%
2/13/2026Summit Financial LLC12,572$1.49M0.0%-5.6%0.110%
2/13/2026RPg Family Wealth Advisory LLC2,774$329K0.1%-8.9%0.024%
2/12/2026Rossby Financial LCC336$40K0.0%-26.6%0.003%
2/12/2026Triumph Capital Management51,976$6.17M1.3%-2.3%0.454%
2/12/2026Commonwealth Equity Services LLC213,869$25.37M0.0%-1.2%1.868%
2/12/2026Ankerstar Wealth LLC225$27K0.0%N/A0.002%
2/12/2026Great Valley Advisor Group Inc.61,737$7.32M0.1%-1.6%0.539%
2/11/2026Gateway Wealth Partners LLC2,154$255K0.0%-40.5%0.019%
2/11/2026Janney Montgomery Scott LLC507,115$60.15M0.1%-0.5%4.429%
2/11/2026LPL Financial LLC995,611$118.10M0.0%-1.1%8.695%
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2/11/2026Hilton 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%
2/10/2026Northwestern 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%
2/9/2026Sterling Investment Advisors Ltd.6,314$749K0.1%-5.0%0.055%
2/9/2026Harbour Investments Inc.10,727$1.27M0.0%+4.1%0.094%
2/9/2026Eukles Asset Management2,464$292K0.1%-6.3%0.022%
2/9/2026HBK Sorce Advisory LLC179,998$22.76M0.5%-2.6%1.572%
2/9/2026Prospera Financial Services Inc5,800$688K0.0%-7.4%0.051%
2/6/2026Signature Estate & Investment Advisors LLC3,601$427K0.0%-16.4%0.031%


FEX Institutional Ownership - Frequently Asked Questions

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 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 4,771,152 shares in the last 24 months. This purchase volume represents approximately $567.87M in transactions.

Of the 87 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 ($36.10K), Morgan Stanley ($21.83K), Silver Oak Securities Incorporated ($20.70K), and Citadel Advisors LLC ($20.45K).

Institutional investors have sold a total of 456,116 shares in the last 24 months. This volume of shares sold represents approximately $54.77M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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