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

First Trust Large Cap Core AlphaDEX Fund logo
$108.56 +0.77 (+0.71%)
As of 01/17/2025 03:59 PM Eastern
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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)
$140.19M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$45.13M
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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
1/17/2025 Secure Asset Management LLC42,769$4.46M0.7%+2.9%0.351%
1/17/2025 Independent Wealth Network Inc.5,540$578K0.2%+36.2%0.045%
1/17/2025 Janney 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%
1/17/2025 ForthRight Wealth Management LLC3,103$324K0.1%-5.0%0.025%
1/17/2025 Farrell Financial LLC8,883$926K0.7%-7.2%0.073%
1/16/2025 Kaydan Wealth Management Inc.11,163$1.16M0.4%-4.6%0.092%
1/15/2025 Ameritas Advisory Services LLC9,840$1.03M0.0%+65.8%0.071%
1/15/2025 Arkadios Wealth Advisors13,722$1.43M0.1%+109.9%0.098%
1/15/2025 Merit Financial Group LLC3,295$344K0.0%+6.2%0.024%
12/26/2024JPMorgan Chase & Co.9,871$1.03M0.0%+16.4%0.081%
11/25/2024Sanctuary Advisors LLC29,095$3.26M0.0%+3.9%0.238%
11/20/2024Virtu Financial LLC12,471$1.30M0.1%N/A0.102%
11/15/2024MML Investors Services LLC10,166$1.06M0.0%-2.9%0.083%
11/15/2024Jane Street Group LLC13,608$1.42M0.0%N/A0.111%
11/15/2024Stifel Financial Corp13,403$1.40M0.0%-24.6%0.109%
11/15/2024IHT Wealth Management LLC7,104$739K0.0%+19.2%0.058%
11/15/2024Benjamin Edwards Inc.50,136$5.23M0.1%N/A0.409%
11/14/2024Captrust Financial Advisors4,379$456K0.0%-8.5%0.036%
11/14/2024Rockefeller Capital Management L.P.40,599$4.23M0.0%-0.6%0.331%
11/14/2024RPg Family Wealth Advisory LLC3,405$355K0.1%-2.6%0.028%
11/13/2024Transamerica Financial Advisors Inc.13,350$1.39M0.1%-9.9%0.109%
11/13/2024FMR LLC4,996$520K0.0%+48.4%0.041%
11/13/2024D.A. Davidson & CO.27,325$2.85M0.0%-0.3%0.223%
11/12/2024Centaurus Financial Inc.13,125$1.37M0.1%-4.6%0.107%
11/12/2024Kingsview Wealth Management LLC97,839$10.19M0.2%N/A0.799%
11/12/2024Great Valley Advisor Group Inc.66,538$6.93M0.2%-0.5%0.543%
11/12/2024Icon Wealth Advisors LLC2,468$257K0.0%-31.4%0.020%
11/8/2024Prospera Financial Services Inc5,727$597K0.0%+1.9%0.047%
11/6/2024Signature Estate & Investment Advisors LLC4,295$447K0.0%+11.9%0.035%
11/6/2024OneDigital Investment Advisors LLC6,276$654K0.0%-4.1%0.051%
11/6/2024Oppenheimer & Co. Inc.13,383$1.39M0.0%+5.9%0.109%
11/5/2024Proactive Wealth Strategies LLC4,316$450K0.2%N/A0.035%
11/5/2024WealthPLAN Partners LLC6,928$722K0.1%-1.8%0.057%
11/5/2024Harbour Investments Inc.9,485$988K0.0%-6.2%0.077%
11/4/2024Sigma Planning Corp3,298$344K0.0%-59.6%0.027%
11/1/2024Atria Investments Inc3,757$391K0.0%-63.1%0.031%
11/1/2024Assetmark Inc.1,676$175K0.0%+24.4%0.014%
10/31/2024Cozad Asset Management Inc.8,000$833K0.1%-2.4%0.065%
10/31/2024Concurrent Investment Advisors LLC1,986$207K0.0%N/A0.016%
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10/30/2024World Equity Group Inc.2,568$268K0.1%N/A0.021%
10/30/2024Wetzel Investment Advisors Inc.13,974$1.46M0.7%-3.7%0.114%
10/29/2024 Janney Montgomery Scott LLC503,029$52.40M0.1%+3.4%4.106%
10/29/2024Chicago Partners Investment Group LLC56,879$5.97M0.2%+0.9%0.464%
10/28/2024Gladstone Institutional Advisory LLC10,589$1.10M0.1%+12.2%0.086%
10/28/2024Focus Financial Network Inc.16,084$1.68M0.1%-3.7%0.131%
10/28/2024 ForthRight Wealth Management LLC3,268$340K0.1%-54.4%0.027%
10/28/2024US Bancorp DE63,199$6.58M0.0%+0.8%0.516%
10/25/2024Financial Advocates Investment Management16,260$1.69M0.1%+5.0%0.133%
10/25/2024Strategic Blueprint LLC91,177$9.50M0.6%+15.9%0.744%
10/24/2024Ellis Investment Partners LLC2,043$213K0.0%N/A0.017%
10/24/2024 Arkadios Wealth Advisors6,536$681K0.0%N/A0.053%
10/23/2024Silver Oak Securities Incorporated145,862$15.16M1.6%+0.9%1.191%
10/22/2024 International Assets Investment Management LLC178,620$18.61M0.0%+10,315.2%1.458%
10/22/2024Private Advisor Group LLC93,746$9.77M0.1%-4.6%0.765%
10/22/2024 Sebold Capital Management Inc.4,840$504K0.3%-15.7%0.040%
10/18/2024Raymond James & Associates158,628$16.52M0.0%+3.0%1.300%
10/16/2024 Secure Asset Management LLC41,568$4.33M0.7%+2.5%0.341%
10/16/2024Good Life Advisors LLC4,192$437K0.0%+96.6%0.034%
10/16/2024 Kaydan Wealth Management Inc.11,703$1.22M0.4%-4.4%0.096%
10/15/2024Keystone Wealth Services LLC22,757$2.37M0.7%-3.5%0.187%
10/11/2024Creative Planning5,145$536K0.0%-30.2%0.035%
10/8/2024CWM LLC4,360$454K0.0%-14.1%0.030%
9/5/2024Sanctuary Advisors LLC27,997$2.68M0.0%N/A0.227%
8/27/2024KPP Advisory Services LLC28,654$2.78M0.7%-0.5%0.232%
8/22/2024Cetera Investment Advisers101,328$9.83M0.0%+9.0%0.820%
8/16/2024Creative Planning7,374$715K0.0%-11.3%0.060%
8/16/2024Susquehanna International Group LLP47,413$4.60M0.0%+2.8%0.384%
8/15/2024Dorsey Wright & Associates22,810$2.21M0.6%N/A0.185%
8/14/2024Insigneo Advisory Services LLC4,100$386K0.0%-4.7%0.033%
8/14/2024Bank of Montreal Can3,847$376K0.0%N/A0.031%
8/13/2024Thrivent Financial for Lutherans15,563$1.51M0.0%-1.8%0.126%
8/13/2024AE Wealth Management LLC14,692$1.43M0.0%-3.5%0.119%
8/13/2024Benjamin F. Edwards & Company Inc.49,718$4.82M0.1%+344.9%0.403%
8/12/2024Mercer Global Advisors Inc. ADV5,125$497K0.0%-11.0%0.041%
8/9/2024WealthPLAN Partners LLC7,052$684K0.1%-3.2%0.057%
8/8/2024Envestnet Asset Management Inc.80,355$7.79M0.0%+38.6%0.651%
8/8/2024HBK Sorce Advisory LLC185,036$17.95M0.6%+1.6%1.498%
8/8/2024LPL Financial LLC793,590$76.97M0.0%-2.4%6.426%
8/7/2024Wetzel Investment Advisors Inc.14,513$1.44M0.8%+1.2%0.118%
8/7/2024Ashton Thomas Private Wealth LLC1,273$123K0.0%N/A0.010%
8/6/2024Hanlon Investment Management Inc.5,268$511K0.2%N/A0.043%
8/5/2024Private Advisor Group LLC98,223$9.53M0.1%-1.2%0.795%
8/5/2024Sterling Investment Advisors Ltd.7,034$682K0.2%-4.1%0.057%
8/5/2024Bordeaux Wealth Advisors LLC3,560$345K0.1%N/A0.029%
8/2/2024Belpointe Asset Management LLC17,774$1.72M0.1%+11.8%0.144%
8/1/2024Valmark Advisers Inc.3,138$304K0.0%-5.5%0.025%
8/1/2024Summit Financial LLC8,635$837K0.0%-12.1%0.070%
7/31/2024Commonwealth Equity Services LLC204,299$19.82M0.0%-1.2%1.654%
7/31/2024IFG Advisory LLC2,203$214K0.0%N/A0.018%
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This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

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7/30/2024 International Assets Investment Management LLC1,715$166K0.0%N/A0.014%
7/29/2024 Ameritas Advisory Services LLC12,873$1.25M0.0%-1.1%0.104%
7/27/2024 HB Wealth Management LLC6,365$617K0.0%-8.5%0.052%
7/27/2024Strategic Blueprint LLC78,661$7.63M0.5%+5.1%0.637%
7/26/2024Walkner Condon Financial Advisors LLC5,615$545K0.1%-5.8%0.045%
7/26/2024Harbour Investments Inc.10,117$981K0.0%-10.1%0.082%
7/26/2024Cambridge Investment Research Advisors Inc.98,598$9.56M0.0%+0.3%0.798%
7/26/2024Signature Estate & Investment Advisors LLC3,837$372K0.0%N/A0.031%
7/24/2024 Secure Asset Management LLC40,547$3.93M0.7%-2.1%0.328%
7/24/2024LVZ Inc.21,214$2.06M0.3%-2.5%0.172%
(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, 178 institutional investors and hedge funds held shares of First Trust Large Cap Core AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($76.97M), Janney Montgomery Scott LLC ($53.10M), Wells Fargo & Company MN ($45.96M), UBS Group AG ($23.38M), Osaic Holdings Inc. ($19.92M), Commonwealth Equity Services LLC ($19.82M), and International Assets Investment Management LLC ($18.61M).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: International Assets Investment Management LLC ($490.45K), Cambridge Investment Research Advisors Inc. ($242.79K), Raymond James & Associates ($218.44K), HBK Sorce Advisory LLC ($200.53K), Wells Fargo & Company MN ($136.28K), Raymond James Financial Services Advisors Inc. ($132.54K), and LPL Financial LLC ($132.07K).

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

Institutional investors have bought a total of 2,940,659 shares in the last 24 months. This purchase volume represents approximately $355.40M in transactions.

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

Of the 110 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 ($171.80K), Centaurus Financial Inc. ($125.02K), and Raymond James Financial Services Advisors Inc. ($123.36K).

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

Institutional investors have sold a total of 1,739,504 shares in the last 24 months. This volume of shares sold represents approximately $176.35M in transactions.


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This page (NASDAQ:FEX) was last updated on 1/21/2025 by MarketBeat.com Staff
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