Go Pro
→ My top 3 AI picks for the next decade (From The Oxford Club) (Ad)tc pixel Free FEX Stock Alerts

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

First Trust Large Cap Core AlphaDEX Fund logo
$138.05 +1.05 (+0.77%)
As of 02:22 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Large Cap Core AlphaDEX Fund (NASDAQ:FEX)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$564.90M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$53.97M
Get FEX Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Large Cap Core AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FEX Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC8,111$1.14M0.0%-63.3%0.071%
8/23/2026 Ameritas Advisory Services LLC60,274$8.43M0.2%+1,168.7%0.524%
8/23/2026 Semitam Bonam LLC1,500$210K0.2%N/A0.013%
8/22/2026 Compass Financial Management LLC593$83K0.0%N/A0.005%
8/22/2026 Concurrent Investment Advisors LLC1,868$261K0.0%-38.2%0.016%
8/21/2026 Triumph Capital Management46,672$6.53M1.2%-9.9%0.406%
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%
6/18/2026 Western Wealth Management LLC1,021$125K0.0%N/A0.009%
5/28/2026 Cozad Asset Management Inc.7,365$898K0.1%-2.7%0.064%
5/19/2026 Western Wealth Management LLC1,021$125K0.0%N/A0.009%
5/19/2026 NewEdge Advisors LLC5,022$612K0.0%-11.8%0.044%
5/19/2026 Bank 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%
5/18/2026 Royal 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%
5/14/2026 Modern 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%
5/6/2026 Prosperity 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%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
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%
3/17/2026 Rockefeller Capital Management L.P.46,614$5.53M0.0%+16.4%0.407%
2/23/2026 Virtu 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%
2/18/2026 Claro Advisors Inc.1,711$203K0.0%N/A0.015%
2/17/2026 AQR Capital Management LLC2,206$262K0.0%-24.8%0.019%
2/17/2026 Equitable Holdings Inc.6,153$730K0.0%+105.9%0.054%
2/17/2026 Wealth Watch Advisors INC688$82K0.0%+31.3%0.006%
2/17/2026 Kovack Advisors Inc.1,738$206K0.0%N/A0.015%
2/17/2026 Osaic 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%
2/17/2026 Royal 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%
2/16/2026 Mariner 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%
2/13/2026 Transamerica 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%
2/13/2026 Magnolia Capital Advisors LLC1,887$224K0.0%N/A0.016%
2/13/2026 Morgan 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%
2/13/2026 Wells 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%
2/12/2026 Ankerstar 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%
2/10/2026 Goldman 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%
2/9/2026 Kingsview 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%
2/5/2026 Allworth Financial LP3,060$363K0.0%-20.9%0.027%
2/4/2026 Ameritas 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%


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 135 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 4,752,331 shares in the last 24 months. This purchase volume represents approximately $564.90M in transactions.

Of the 88 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 450,528 shares in the last 24 months. This volume of shares sold represents approximately $53.97M 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 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel