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

First Trust Large Cap Core AlphaDEX Fund logo
$136.65 -0.45 (-0.33%)
Closing price 07/2/2026 03:49 PM Eastern
Extended Trading
$137.15 +0.50 (+0.37%)
As of 07/2/2026 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)
81
Total
Institutional Inflows
(last 12 months)
$570.46M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$80.07M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
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%
2/6/2026IFP Advisors Inc2,274$270K0.0%-14.0%0.020%
2/6/2026PNC Financial Services Group Inc.3,460$410K0.0%+13.1%0.030%
2/6/2026HighTower Advisors LLC17,863$2.12M0.0%-8.4%0.156%
2/5/2026Mission Wealth Management LP2,853$338K0.0%-14.3%0.025%
2/5/2026Hills Bank & Trust Co850$101K0.0%N/A0.007%
2/5/2026Northwestern Mutual Wealth Management Co.4,211,423$499.56M0.2%+6,734.7%36.781%
2/5/2026Allworth Financial LP3,060$363K0.0%-20.9%0.027%
2/4/2026Ameritas Advisory Services LLC5,063$601K0.0%+268.2%0.044%
2/4/2026Concentrum Wealth Management1,700$202K0.1%N/A0.015%
2/3/2026International Assets Investment Management LLC1,334$158K0.0%N/A0.012%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

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2/3/2026AssuredPartners Investment Advisors LLC17,385$2.06M0.3%+1.3%0.152%
2/2/2026Truist Financial Corp175,357$20.80M0.0%+2.8%1.532%
2/2/2026KPP Advisory Services LLC31,817$3.77M0.5%+1.1%0.278%
2/2/2026Avidian Wealth Enterprises LLC1,700$202K0.0%N/A0.015%
2/2/2026Benjamin Edwards Inc.20,477$2.43M0.0%-19.9%0.179%
2/2/2026Oppenheimer & Co. Inc.17,335$2.06M0.0%-0.6%0.151%
1/30/2026Sigma Planning Corp2,593$308K0.0%-25.2%0.023%
1/30/2026US Bancorp DE78,877$9.36M0.0%+11.0%0.689%
1/29/2026Comerica Bank3,008$357K0.0%-77.0%0.026%
1/29/2026D.A. Davidson & CO.25,591$3.04M0.0%-1.3%0.224%


FEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 207 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 139 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 ($179.95K), AssuredPartners Investment Advisors LLC ($165.04K), Cambridge Investment Research Advisors Inc. ($157.77K), and BIP Wealth LLC ($132.72K).

Institutional investors have bought a total of 4,819,077 shares in the last 24 months. This purchase volume represents approximately $570.46M in transactions.

Of the 107 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: AssuredPartners Investment Advisors LLC ($147.66K), 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), and Silver Oak Securities Incorporated ($25.71K).

Institutional investors have sold a total of 693,449 shares in the last 24 months. This volume of shares sold represents approximately $80.07M in transactions.


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This page (NASDAQ:FEX) was last updated on 7/5/2026 by MarketBeat.com Staff.
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