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

First Trust Large Cap Core AlphaDEX Fund logo
$96.82 -0.17 (-0.18%)
Closing price 04/15/2025 03:55 PM Eastern
Extended Trading
$96.86 +0.04 (+0.04%)
As of 04/15/2025 04:05 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 Polygon.io. 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)
$201.38M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$20.85M
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FEX Institutional Buying and Selling by Quarter

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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
4/14/2025 RDA Financial Network4,599$471K0.1%-2.4%0.038%
4/14/2025 Wedmont Private Capital11,679$1.12M0.1%N/A0.096%
4/10/2025 Secure Asset Management LLC42,611$4.37M0.9%-0.4%0.345%
4/9/2025 NBC Securities Inc.2,876$294K0.0%+143,700.0%0.023%
4/2/2025 Park National Corp OH9,135$936K0.0%-5.5%0.074%
3/12/2025Centaurus Financial Inc.12,379$1.29M0.1%-5.7%0.101%
2/24/2025Great Valley Advisor Group Inc.64,996$6.78M0.2%-2.3%0.533%
2/19/2025Richmond Investment Services LLC4,091$427K0.2%N/A0.034%
2/17/2025Royal Bank of Canada134,229$14.00M0.0%-8.4%1.100%
2/17/2025EPG Wealth Management LLC13,911$1.45M0.4%-3.0%0.114%
2/17/2025Cetera Investment Advisers89,109$9.29M0.0%-1.0%0.730%
2/17/2025Captrust Financial Advisors15,421$1.61M0.0%+252.2%0.126%
2/17/2025Citadel Advisors LLC16,265$1.70M0.0%+35.3%0.133%
2/17/2025Baird Financial Group Inc.23,254$2.43M0.0%-5.2%0.191%
2/17/2025Bank of America Corp DE225,099$23.48M0.0%-2.1%1.845%
2/17/2025Benjamin Edwards Inc.46,178$4.82M0.1%-7.9%0.379%
2/14/2025Mercer Global Advisors Inc. ADV2,902$303K0.0%-43.2%0.024%
2/14/2025Jane Street Group LLC7,516$784K0.0%-44.8%0.062%
2/14/2025Triumph Capital Management82,140$8.57M2.9%+0.2%0.673%
2/14/2025Prosperity Consulting Group LLC10,550$1.10M0.1%+41.5%0.086%
2/14/2025Three Seasons Wealth LLC2,875$300K0.1%N/A0.024%
2/14/2025Kovitz Investment Group Partners LLC7,826$816K0.0%N/A0.064%
2/14/2025Integrated Wealth Concepts LLC11,376$1.19M0.0%+6.4%0.093%
2/14/2025Coppell Advisory Solutions LLC61,876$6.46M0.9%-1.1%0.507%
2/14/2025Susquehanna International Group LLP30,458$3.18M0.0%+184.2%0.250%
2/14/2025IHT Wealth Management LLC5,841$609K0.0%-17.8%0.048%
2/14/2025Stifel Financial Corp13,144$1.37M0.0%-1.9%0.108%
2/14/2025OneDigital Investment Advisors LLC6,143$641K0.0%-2.1%0.050%
2/14/2025Tower Research Capital LLC TRC 2,542$265K0.0%-28.7%0.021%
2/14/2025First Trust Advisors LP50,342$5.25M0.0%-4.6%0.413%
2/14/2025GeoWealth Management LLC3,228$337K0.0%+1,040.6%0.026%
2/13/2025NewEdge Advisors LLC4,918$513K0.0%-35.5%0.040%
2/13/2025Insigneo Advisory Services LLC4,300$448K0.0%+4.9%0.035%
2/13/2025Mariner LLC3,770$393K0.0%-4.1%0.031%
2/13/2025Rockefeller Capital Management L.P.37,251$3.89M0.0%-8.2%0.305%
2/13/2025Raymond James Financial Inc.287,954$30.03M0.0%N/A2.360%
2/13/2025Sand Hill Global Advisors LLC2,506$261K0.0%-4.2%0.021%
2/13/2025Peapack Gladstone Financial Corp6,601$688K0.0%-2.9%0.054%
2/13/2025Hurley Capital LLC325$34K0.0%N/A0.003%
2/13/2025Envestnet Asset Management Inc.58,715$6.12M0.0%-0.3%0.481%
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2/13/2025Wells Fargo & Company MN468,992$48.91M0.0%-0.1%3.844%
2/12/2025Transamerica Financial Advisors Inc.12,666$1.32M0.1%-5.1%0.104%
2/12/2025AssuredPartners Investment Advisors LLC150,474$15.69M3.1%N/A1.233%
2/12/2025JPMorgan Chase & Co.11,268$1.18M0.0%+14.2%0.092%
2/12/2025Morey & Quinn Wealth Partners LLC12,120$1.26M1.1%N/A0.099%
2/12/2025Potentia Wealth16,076$1.68M0.7%N/A0.132%
2/12/2025PKS Advisory Services LLC6,844$714K0.2%N/A0.056%
2/11/2025Modern Wealth Management LLC3,444$375K0.0%-7.0%0.028%
2/11/2025LPL Financial LLC957,043$99.82M0.0%+21.0%7.845%
2/11/2025HUB Investment Partners LLC3,300$344K0.0%N/A0.027%
2/10/2025Thrivent Financial for Lutherans11,013$1.15M0.0%-29.2%0.090%
2/10/2025Cozad Asset Management Inc.7,824$816K0.1%-2.2%0.064%
2/10/2025Clearwater Capital Advisors LLC3,301$344K0.0%-78.0%0.027%
2/10/2025Harbour Investments Inc.10,239$1.07M0.0%+7.9%0.084%
2/10/2025Commonwealth Equity Services LLC208,072$21.70M0.0%+0.5%1.706%
2/10/2025HBK Sorce Advisory LLC176,547$18.41M0.6%-1.3%1.447%
2/7/2025HighTower Advisors LLC18,722$1.95M0.0%-7.8%0.153%
2/7/2025Independent Advisor Alliance3,239$338K0.0%N/A0.027%
2/7/2025Elevation Capital Advisory LLC2,964$309K0.1%N/A0.024%
2/6/2025Raymond James Financial Inc.287,954$30.03M0.0%N/A2.360%
2/6/2025LVZ Inc.21,306$2.22M0.3%-0.7%0.175%
2/6/2025Mission Wealth Management LP3,820$398K0.0%-2.6%0.031%
2/6/2025Keystone Wealth Services LLC22,157$2.31M0.6%-2.6%0.182%
2/6/2025Jones Financial Companies Lllp3,792$395K0.0%+261.8%0.031%
2/5/2025SRS Capital Advisors Inc.6,616$690K0.0%+49.4%0.054%
2/5/2025US Bancorp DE63,354$6.61M0.0%+0.2%0.519%
2/4/2025Sterling Investment Advisors Ltd.6,834$713K0.2%-2.8%0.056%
2/4/2025World Equity Group Inc.2,308$241K0.1%-10.1%0.019%
2/3/2025Sigma Planning Corp3,152$329K0.0%-4.4%0.026%
2/3/2025Element Wealth LLC3,699$386K0.2%-2.7%0.030%
2/3/2025Private Advisor Group LLC92,030$9.60M0.1%-1.8%0.754%
2/3/2025Good Life Advisors LLC2,087$218K0.0%-50.2%0.017%
1/31/2025Atria Wealth Solutions Inc.8,963$935K0.0%-2.5%0.073%
1/31/2025D.A. Davidson & CO.27,479$2.87M0.0%+0.6%0.225%
1/31/2025Truist Financial Corp162,971$17.00M0.0%-0.7%1.336%
1/31/2025Sanctuary Advisors LLC28,313$3.11M0.0%-2.7%0.232%
1/30/2025WealthPlan Investment Management LLC4,983$520K0.1%N/A0.041%
1/30/2025Walkner Condon Financial Advisors LLC5,284$551K0.1%-5.8%0.043%
1/29/2025Gladstone Institutional Advisory LLC10,254$1.07M0.0%-3.2%0.084%
1/29/2025Indiana Trust & Investment Management Co550$57K0.0%-50.0%0.005%
1/29/2025Eukles Asset Management2,683$280K0.1%-4.6%0.022%
1/28/2025Kestra Private Wealth Services LLC9,677$1.01M0.0%+5.9%0.079%
1/28/2025Kingsview Wealth Management LLC87,217$9.10M0.2%-10.9%0.715%
1/28/2025Apollon Financial LLC4,180$436K0.1%+12.1%0.034%
1/28/2025Golden State Wealth Management LLC15,062$1.57M0.2%N/A0.123%
1/27/2025Rik Saylor Financial Inc.9,716$1.01M0.9%N/A0.080%
1/27/2025Silver Oak Securities Incorporated143,388$14.98M1.4%-1.7%1.175%
1/27/2025Financial Advocates Investment Management9,669$1.01M0.1%-40.5%0.079%
1/27/2025Stratos Wealth Partners LTD.10,220$1.07M0.0%-9.4%0.084%
1/24/2025KPP Advisory Services LLC29,502$3.08M0.7%+3.0%0.242%
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1/24/2025Spire Wealth Management2,669$278K0.0%-4.8%0.022%
1/23/2025USAdvisors Wealth Management LLC6,058$632K0.2%-16.3%0.050%
1/23/2025Strategic Blueprint LLC96,675$10.08M0.6%+6.0%0.792%
1/22/2025Perigon Wealth Management LLC3,125$337K0.0%-8.6%0.026%
1/22/2025Wetzel Investment Advisors Inc.13,124$1.37M0.7%-6.1%0.108%
1/22/2025Kingswood Wealth Advisors LLC3,217$336K0.0%N/A0.026%
1/17/2025 Secure Asset Management LLC42,769$4.46M0.7%+2.9%0.351%
1/17/2025Independent Wealth Network Inc.5,540$578K0.2%+36.2%0.045%
1/17/2025Janney Montgomery Scott LLC509,143$53.10M0.1%+1.2%4.173%
1/17/2025 Daymark Wealth Partners LLC4,945$516K0.0%-1.9%0.041%
(Data available from 1/1/2016 forward)

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FEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEX shares?

During the previous two years, 202 institutional investors and hedge funds held shares of First Trust Large Cap Core AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($99.82M), Janney Montgomery Scott LLC ($53.10M), Wells Fargo & Company MN ($48.91M), Raymond James Financial Inc. ($30.03M), Bank of America Corp DE ($23.48M), UBS Group AG ($23.38M), and Commonwealth Equity Services LLC ($21.70M).Learn more on FEX's institutional investors.

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

Of the 142 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: Raymond James Financial Inc. ($575.91K), International Assets Investment Management LLC ($487.83K), Cambridge Investment Research Advisors Inc. ($235.75K), LPL Financial LLC ($166.30K), AssuredPartners Investment Advisors LLC ($150.47K), Private Advisor Group LLC ($100.01K), and Kingsview Wealth Management LLC ($97.84K).

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

Institutional investors have bought a total of 3,205,472 shares in the last 24 months. This purchase volume represents approximately $338.51M in transactions.

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

Of the 129 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: LPL Financial LLC ($209.34K), Cambridge Investment Research Advisors Inc. ($203.23K), Raymond James & Associates ($199.23K), Drake & Associates LLC ($187.47K), HBK Sorce Advisory LLC ($174.03K), Centaurus Financial Inc. ($125.76K), and Raymond James Financial Services Advisors Inc. ($121.00K).

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

Institutional investors have sold a total of 1,752,497 shares in the last 24 months. This volume of shares sold represents approximately $172.74M in transactions.


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This page (NASDAQ:FEX) was last updated on 4/16/2025 by MarketBeat.com Staff
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