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

First Trust Large Cap Core AlphaDEX Fund logo
$103.51
-0.25 (-0.24%)
(As of 11/1/2024 ET)
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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)
$128.80M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$60.86M
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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
11/1/2024Atria Investments Inc3,757$391K0.0%-63.1%0.031%
11/1/2024Assetmark Inc.1,676$175K0.0%+24.4%0.014%
10/31/2024 Cozad Asset Management Inc.8,000$833K0.1%-2.4%0.065%
10/31/2024 Concurrent Investment Advisors LLC1,986$207K0.0%N/A0.016%
10/30/2024 World Equity Group Inc.2,568$268K0.1%N/A0.021%
10/30/2024 Wetzel 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%
10/29/2024 Chicago Partners Investment Group LLC56,879$5.97M0.2%+0.9%0.464%
10/28/2024 Gladstone Institutional Advisory LLC10,589$1.10M0.1%+12.2%0.086%
10/28/2024 Focus 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%
10/28/2024 US Bancorp DE63,199$6.58M0.0%+0.8%0.516%
10/25/2024 Financial Advocates Investment Management16,260$1.69M0.1%+5.0%0.133%
10/25/2024 Strategic Blueprint LLC91,177$9.50M0.6%+15.9%0.744%
10/24/2024 Ellis Investment Partners LLC2,043$213K0.0%N/A0.017%
10/24/2024 Arkadios Wealth Advisors6,536$681K0.0%N/A0.053%
10/23/2024 Silver 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%
10/22/2024 Private 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%
10/16/2024 Good 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%
10/15/2024 Keystone Wealth Services LLC22,757$2.37M0.7%-3.5%0.187%
10/11/2024 Creative Planning5,145$536K0.0%-30.2%0.035%
10/8/2024 CWM 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%
8/16/2024 Creative 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%
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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%
8/7/2024 Wetzel 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%
8/6/2024 Hanlon Investment Management Inc.5,268$511K0.2%N/A0.043%
8/5/2024 Private Advisor Group LLC98,223$9.53M0.1%-1.2%0.795%
8/5/2024 Sterling 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%
8/1/2024 Valmark 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%
7/31/2024 IFG Advisory LLC2,203$214K0.0%N/A0.018%
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%
7/27/2024 Strategic Blueprint LLC78,661$7.63M0.5%+5.1%0.637%
7/26/2024 Walkner Condon Financial Advisors LLC5,615$545K0.1%-5.8%0.045%
7/26/2024Harbour Investments Inc.10,117$981K0.0%-10.1%0.082%
7/26/2024 Cambridge 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%
7/24/2024 LVZ Inc.21,214$2.06M0.3%-2.5%0.172%
7/22/2024Atria Wealth Solutions Inc.9,731$944K0.0%-5.1%0.079%
7/22/2024 Focus Financial Network Inc.16,710$1.67M0.1%-18.9%0.135%
7/20/2024Raymond James Financial Services Advisors Inc.181,137$17.57M0.0%-2.3%1.467%
7/19/2024Western Wealth Management LLC2,895$281K0.0%N/A0.023%
7/19/2024Raymond James & Associates154,056$14.94M0.0%-0.8%1.247%
7/16/2024Great Valley Advisor Group Inc.66,856$6.48M0.2%-0.2%0.539%
7/15/2024 Park National Corp OH9,750$946K0.0%-34.7%0.079%
7/13/2024 Keystone Wealth Services LLC23,572$2.29M0.7%-4.3%0.190%
7/12/2024 DHJJ Financial Advisors Ltd.2,468$239K0.1%-4.1%0.020%
7/10/2024 RDA Financial Network6,892$668K0.2%-32.1%0.056%
5/24/2024Cetera Advisors LLC21,305$2.11M0.0%+114.9%0.174%
5/24/2024Cetera Investment Advisers92,954$9.23M0.0%+37.5%0.759%
5/17/2024Comerica Bank13,085$1.30M0.0%-2.9%0.107%
5/17/2024Coppell Advisory Solutions Corp.71,399$7.09M1.3%N/A0.583%
5/15/2024Kestra Advisory Services LLC185,278$18.39M0.1%+31.5%1.512%
5/13/2024Atlanta Consulting Group Advisors LLC15,049$1.49M0.5%N/A0.123%
5/10/2024Osaic Holdings Inc.200,762$19.92M0.0%+33.0%1.639%
5/9/2024HBK Sorce Advisory LLC182,102$18.07M0.6%+10.4%1.487%
5/8/2024Avantax Advisory Services Inc.5,988$594K0.0%-18.3%0.049%
5/8/2024 US Bancorp DE59,442$5.90M0.0%-1.0%0.483%
5/7/2024WealthPLAN Partners LLC7,284$723K0.1%-5.6%0.059%
5/7/2024Oppenheimer & Co. Inc.12,807$1.27M0.0%+2.4%0.104%
5/4/2024Buck Wealth Strategies LLC4,833$480K0.2%N/A0.039%
5/1/2024 Janney Montgomery Scott LLC471,075$46.75M0.1%+0.7%3.846%
4/30/2024 Private Advisor Group LLC99,369$9.86M0.1%-0.7%0.811%
4/30/2024SpiderRock Advisors LLC2,089$201K0.0%N/A0.017%
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4/29/2024Commonwealth Equity Services LLC206,713$20.51M0.0%+0.7%1.687%
4/29/2024Benjamin F. Edwards & Company Inc.11,174$1.11M0.0%-1.2%0.091%
4/26/2024 Chicago 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%
4/25/2024Summit 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%
4/23/2024Raymond James Financial Services Advisors Inc.185,484$18.41M0.0%-3.5%1.514%
(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, 172 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 ($52.40M), 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), HBK Sorce Advisory LLC ($220.24K), Raymond James & Associates ($218.44K), 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 2,886,147 shares in the last 24 months. This purchase volume represents approximately $356.53M in transactions.

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

Of the 106 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. ($124.38K), 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 1,782,258 shares in the last 24 months. This volume of shares sold represents approximately $183.20M in transactions.


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This page (NASDAQ:FEX) was last updated on 11/2/2024 by MarketBeat.com Staff
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