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

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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)
80
Total
Institutional Inflows
(last 12 months)
$142.85M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$152.31M
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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
4/26/2024Chicago Partners Investment Group LLC57,165$5.45M0.2%+1.0%0.467%
4/25/2024Triumph Capital Management78,940$7.80M3.2%+11.8%0.644%
4/25/2024 Summit Financial LLC9,821$975K0.1%+70.0%0.080%
4/25/2024 Cambridge Investment Research Advisors Inc.98,284$9.75M0.0%-2.7%0.802%
4/23/2024 Wetzel Investment Advisors Inc.14,335$1.34M0.8%-3.9%0.117%
4/23/2024 Global Retirement Partners LLC404$40K0.0%-31.6%0.003%
4/23/2024 Strategic Blueprint LLC74,815$7.43M0.5%+17.8%0.611%
4/23/2024 Raymond James Financial Services Advisors Inc.185,484$18.41M0.0%-3.5%1.514%
4/22/2024 Raymond James & Associates155,237$15.41M0.0%+26.1%1.267%
4/18/2024 Iams Wealth Management LLC13,197$1.25M0.8%+49.6%0.108%
4/18/2024 HFG Advisors Inc.5,713$567K0.5%-5.9%0.047%
4/16/2024 Indiana Trust & Investment Management CO1,100$109K0.0%N/A0.009%
4/12/2024 Keystone Wealth Services LLC24,621$2.44M0.8%-2.5%0.200%
4/12/2024 Kaydan Wealth Management Inc.12,252$1.22M0.4%-1.8%0.100%
4/11/2024 RDA Financial Network10,149$1.01M0.3%-25.6%0.083%
4/11/2024 DHJJ Financial Advisors Ltd.2,573$255K0.1%-14.1%0.021%
4/5/2024 NBC Securities Inc.3,034$311K0.0%-14.1%0.025%
4/1/2024 Park National Corp OH14,936$1.48M0.1%-2.9%0.121%
3/15/2024BlueChip Wealth Advisors LLC2,752$248K0.2%N/A0.022%
3/8/2024ICA Group Wealth Management LLC693$62K0.0%N/A0.006%
2/29/2024Scarborough Advisors LLC413$37K0.0%N/A0.003%
2/26/2024Centaurus Financial Inc.13,842$1.25M0.1%-90.0%0.112%
2/23/2024Chicago Partners Investment Group LLC56,574$5.10M0.2%+3.2%0.458%
2/22/2024Scarborough Advisors LLC651$59K0.0%N/A0.005%
2/13/2024Belpointe Asset Management LLC7,872$710K0.1%+2.7%0.064%
2/12/2024Peterson Financial Group Inc.3,772$340K0.2%+33.1%0.031%
2/12/2024Focus Financial Network Inc. ADV21,758$1.96M0.1%N/A0.176%
2/12/2024Steward Partners Investment Advisory LLC11,015$993K0.0%-1.4%0.089%
2/9/2024Advisory Services Network LLC6,042$545K0.0%+37.7%0.049%
2/9/2024 Cambridge Investment Research Advisors Inc.100,994$9.11M0.0%-9.9%0.818%
2/9/2024Tidemark LLC9,140$824K0.5%N/A0.074%
2/9/2024Assetmark Inc.1,602$144K0.0%+27.0%0.013%
2/9/2024D.A. Davidson & CO.30,356$2.74M0.0%-6.8%0.246%
2/9/2024Wells Fargo & Company MN509,705$45.96M0.0%+22.9%4.127%
2/9/2024UBS Group AG259,263$23.38M0.0%+7.2%2.099%
2/8/2024Financial Advocates Investment Management15,844$1.43M0.1%+52.6%0.128%
2/8/2024Janney Montgomery Scott LLC467,862$42.18M0.1%+2.8%3.788%
2/8/2024Pinnacle Wealth Planning Services Inc.2,250$203K0.0%N/A0.018%
2/7/2024 Partnership Wealth Management LLC584$53K0.0%N/A0.005%
2/7/2024Avantax Advisory Services Inc.7,327$661K0.0%+14.8%0.059%
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2/7/2024 NBC Securities Inc.3,531$318K0.0%-12.2%0.029%
2/7/2024 Iams Wealth Management LLC8,820$795K0.5%-58.5%0.071%
2/7/2024Principal Securities Inc.1,550$140K0.0%N/A0.013%
2/7/2024Clearwater Capital Advisors LLC15,066$1.36M0.2%+2.5%0.122%
2/6/2024Lincoln National Corp4,407$397K0.0%+5.7%0.036%
2/6/2024Private Advisor Group LLC100,073$9.02M0.1%+6.3%0.810%
2/6/2024 Spire Wealth Management3,507$315K0.0%-9.4%0.028%
2/6/2024Benjamin F. Edwards & Company Inc.11,311$1.02M0.0%+5.4%0.092%
2/6/2024SRS Capital Advisors Inc.4,404$397K0.0%-6.5%0.036%
2/6/2024 Summit Financial LLC5,777$521K0.0%-6.4%0.047%
2/6/2024Great Valley Advisor Group Inc.68,326$6.16M0.2%-3.4%0.553%
2/5/2024Triumph Capital Management70,587$6.36M2.7%+3.1%0.572%
2/5/2024Kestra Private Wealth Services LLC9,464$853K0.0%+1.4%0.077%
2/5/2024Silver Oak Securities Incorporated173,767$15.67M2.1%-10.7%1.407%
2/2/2024Valmark Advisers Inc.3,138$283K0.0%-31.3%0.025%
2/2/2024 IAG Wealth Partners LLC2,017$182K0.0%-10.2%0.016%
2/2/2024Truist Financial Corp173,563$15.65M0.0%-1.9%1.405%
2/1/2024Sigma Planning Corp3,840$346K0.0%-64.5%0.031%
1/31/2024 Wetzel Investment Advisors Inc.14,921$1.35M0.8%N/A0.121%
1/31/2024Eukles Asset Management4,915$443K0.2%-11.8%0.040%
1/30/2024Imprint Wealth LLC2,491$225K0.2%-31.5%0.020%
1/30/2024Drake & Associates LLC3,101$280K0.1%-98.4%0.025%
1/30/2024 DHJJ Financial Advisors Ltd.2,996$270K0.1%-10.5%0.024%
1/29/2024NewEdge Wealth LLC2,301$207K0.0%N/A0.019%
1/29/2024Perigon Wealth Management LLC3,420$308K0.0%N/A0.028%
1/25/2024HBK Sorce Advisory LLC165,005$14.88M0.6%+4.5%1.342%
1/25/2024 International Assets Investment Management LLC154,606$13.94M0.0%N/A1.257%
1/25/2024 Strategic Blueprint LLC63,536$5.73M0.5%+22.0%0.517%
1/24/2024Allworth Financial LP3,840$346K0.0%-3.0%0.031%
1/24/2024ABLE Financial Group LLC2,284$206K0.1%-7.8%0.019%
1/24/2024 International Assets Investment Management LLC154,606$13.94M0.0%N/A1.257%
1/24/2024 Walkner Condon Financial Advisors LLC5,963$538K0.1%-24.0%0.048%
1/23/2024Insight Advisors LLC PA2,255$203K0.0%N/A0.018%
1/23/2024Householder Group Estate & Retirement Specialist LLC2,876$259K0.1%+93.3%0.023%
1/23/2024Foundry Financial Group Inc.6,800$613K0.5%N/A0.055%
1/22/2024Secure Asset Management LLC43,496$3.92M1.1%-3.0%0.354%
1/18/2024 Global Retirement Partners LLC591$53K0.0%-61.5%0.005%
1/18/2024Blue Trust Inc.3,419$308K0.0%-5.3%0.028%
1/17/2024IFG Advisory LLC2,226$201K0.0%N/A0.018%
1/17/2024 Keystone Wealth Services LLC25,243$2.28M0.8%-11.2%0.205%
1/16/2024 Raymond James Financial Services Advisors Inc.192,257$17.34M0.0%+7.3%1.563%
1/16/2024 Kaydan Wealth Management Inc.12,480$1.13M0.5%-3.8%0.101%
1/16/2024 Raymond James & Associates123,061$11.10M0.0%-18.5%1.000%
1/16/2024Wealthsource Partners LLC147,935$13.34M0.9%-0.8%1.203%
1/16/2024HB Wealth Management LLC6,958$627K0.0%-32.1%0.057%
1/12/2024 Independent Wealth Network Inc.3,854$347K0.2%-22.9%0.031%
1/12/2024 Cedar Brook Financial Partners LLC4,286$385K0.1%-42.8%0.035%
1/12/2024 RDA Financial Network13,635$1.23M0.5%-60.1%0.111%
1/2/2024 Park National Corp OH15,381$1.39M0.1%-4.1%0.117%
11/20/2023Silver Oak Securities Incorporated194,604$15.78M3.0%-13.6%1.486%
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11/16/2023Belpointe Asset Management LLC7,667$622K0.1%+91.7%0.059%
11/15/2023WealthPlan Investment Management LLC7,775$631K0.1%+677.5%0.059%
11/15/2023KPP Advisory Services LLC28,541$2.32M0.8%N/A0.218%
11/15/2023Truist Financial Corp176,979$14.35M0.0%+0.4%1.351%
11/15/2023Insigneo Advisory Services LLC4,300$349K0.1%-17.1%0.033%
11/15/2023SRS Capital Advisors Inc.4,711$382K0.0%+3.6%0.036%
11/14/2023Tower Research Capital LLC TRC 6,735$546K0.0%+266.2%0.051%
11/14/2023Sand Hill Global Advisors LLC3,049$247K0.0%-12.0%0.023%
11/13/2023LPL Financial LLC787,705$63.88M0.0%-5.9%6.013%
11/13/2023Regal Investment Advisors LLC5,288$429K0.0%-28.3%0.040%
(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, 168 institutional investors and hedge funds held shares of First Trust Large Cap Core AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($63.88M), Wells Fargo & Company MN ($45.96M), Janney Montgomery Scott LLC ($42.18M), Bank of America Corp DE ($24.88M), UBS Group AG ($23.38M), SILVER OAK SECURITIES Inc ($19.52M), and Raymond James Financial Services Advisors Inc. ($18.41M).Learn more on FEX's institutional investors.

Which institutional investors have been buying First Trust Large Cap Core AlphaDEX Fund stock?

Of the 130 institutional investors that purchased First Trust Large Cap Core AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Great Valley Advisor Group Inc. ($390.59K), International Assets Investment Management LLC ($311.83K), Cambridge Investment Research Advisors Inc. ($248.18K), Raymond James & Associates ($228.45K), SILVER OAK SECURITIES Inc ($223.04K), HBK Sorce Advisory LLC ($200.21K), and LPL Financial LLC ($148.67K).

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

Institutional investors have bought a total of 3,156,484 shares in the last 24 months. This purchase volume represents approximately $437.24M in transactions.

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

Of the 108 institutional investors that sold First Trust Large Cap Core AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($203.23K), Raymond James & Associates ($202.37K), LPL Financial LLC ($189.83K), Drake & Associates LLC ($187.47K), HBK Sorce Advisory LLC ($171.80K), Raymond James Financial Services Advisors Inc. ($134.90K), and Centaurus Financial Inc. ($124.38K).

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

Institutional investors have sold a total of 1,936,380 shares in the last 24 months. This volume of shares sold represents approximately $213.89M in transactions.


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This page (NASDAQ:FEX) was last updated on 4/26/2024 by MarketBeat.com Staff

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