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

First Trust Large Cap Core AlphaDEX Fund logo
$130.70 +1.12 (+0.86%)
Closing price 03:59 PM Eastern
Extended Trading
$130.72 +0.02 (+0.02%)
As of 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)
90
Total
Institutional Inflows
(last 12 months)
$584.67M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$75.34M
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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
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%
4/24/2026 Tcfg 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%
2/18/2026Mercer Global Advisors Inc. ADV3,948$468K0.0%N/A0.034%
2/18/2026Crusonia Wealth Advisors LLC132,087$15.67M3.4%N/A1.154%
2/18/2026 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%
2/17/2026Kovack 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%
2/17/2026 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%
2/16/2026Sargent 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%
2/16/2026Arax 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%
2/13/2026Stifel 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%
2/13/2026 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%
2/13/2026Summit 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%
2/12/2026 Commonwealth Equity Services LLC213,869$25.37M0.0%-1.2%1.868%
2/12/2026Ankerstar Wealth LLC225$27K0.0%N/A0.002%
2/12/2026Great 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%
2/11/2026 Janney Montgomery Scott LLC507,115$60.15M0.1%-0.5%4.429%
2/11/2026LPL Financial LLC995,611$118.10M0.0%-1.1%8.695%
2/11/2026 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%
2/10/2026Northwestern 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%
2/9/2026 Sterling 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%
2/9/2026 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%
2/6/2026PNC 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%
2/5/2026 Hills 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%
2/4/2026 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%
2/2/2026Avidian Wealth Enterprises LLC1,700$202K0.0%N/A0.015%
2/2/2026Benjamin Edwards Inc.20,477$2.43M0.0%-19.9%0.179%
2/2/2026 Oppenheimer & Co. Inc.17,335$2.06M0.0%-0.6%0.151%
1/30/2026 Sigma 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%
1/29/2026 Kestra Private Wealth Services LLC9,727$1.15M0.0%-0.9%0.085%
1/29/2026UBS Group AG200,430$23.77M0.0%-1.5%1.758%
1/29/2026 Concurrent Investment Advisors LLC2,647$314K0.0%+12.7%0.023%
1/29/2026 NBC Securities Inc.2,841$337K0.0%-4.5%0.025%
1/28/2026 Chicago Partners Investment Group LLC54,873$6.75M0.2%-1.0%0.481%
1/28/2026 HB Wealth Management LLC3,303$392K0.0%-5.0%0.029%
1/27/2026 Morey & Quinn Wealth Partners LLC12,007$1.42M1.0%-0.9%0.105%
1/27/2026 Belpointe Asset Management LLC16,898$2.00M0.1%-3.7%0.148%
1/26/2026 Independent Wealth Network Inc.7,530$893K0.3%+9.3%0.066%
1/23/2026 Farther Finance Advisors LLC673$80K0.0%+447.2%0.006%
1/23/2026Assetmark Inc.1,230$146K0.0%-15.6%0.011%
1/22/2026 Wetzel Investment Advisors Inc.9,480$1.12M0.5%-2.1%0.083%
1/21/2026 BIP Wealth LLC132,719$15.74M0.6%N/A1.159%
1/21/2026 Sound Income Strategies LLC1,284$158K0.0%N/A0.011%
1/21/2026 Walkner Condon Financial Advisors LLC4,228$502K0.1%-19.7%0.037%
1/20/2026 Stratos Wealth Partners LTD.10,540$1.25M0.0%+6.1%0.092%
1/15/2026 Silver Oak Securities Incorporated136,499$16.33M1.1%-12.1%1.192%
1/14/2026 Nova Wealth Management Inc.3,790$450K0.3%-3.4%0.033%


FEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEX shares?

During the previous two years, 209 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), Royal Bank of Canada ($26.74M), and Bank of America Corp DE ($26.74M).Learn more on First Trust Large Cap Core AlphaDEX Fund's institutional investors.

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

Of the 141 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).

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

Institutional investors have bought a total of 4,963,937 shares in the last 24 months. This purchase volume represents approximately $584.67M in transactions.

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

Of the 112 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), Osaic Holdings Inc. ($60.69K), Flow Traders U.S. LLC ($48.51K), Coppell Advisory Solutions LLC ($46.01K), Triumph Capital Management ($30.99K), Benjamin Edwards Inc. ($30.21K), and Silver Oak Securities Incorporated ($25.71K).

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

Institutional investors have sold a total of 663,900 shares in the last 24 months. This volume of shares sold represents approximately $75.34M in transactions.


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