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

First Trust Large Cap Core AlphaDEX Fund logo
$106.90 -1.90 (-1.75%)
Closing price 02/21/2025 03:57 PM Eastern
Extended Trading
$106.88 -0.02 (-0.01%)
As of 02/21/2025 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)
91
Total
Institutional Inflows
(last 12 months)
$200.45M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$32.30M
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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
2/19/2025 Richmond Investment Services LLC4,091$427K0.2%N/A0.034%
2/17/2025 Royal Bank of Canada134,229$14.00M0.0%-8.4%1.100%
2/17/2025 EPG Wealth Management LLC13,911$1.45M0.4%-3.0%0.114%
2/17/2025 Cetera Investment Advisers89,109$9.29M0.0%-1.0%0.730%
2/17/2025 Captrust Financial Advisors15,421$1.61M0.0%+252.2%0.126%
2/17/2025 Citadel Advisors LLC16,265$1.70M0.0%+35.3%0.133%
2/17/2025 Baird Financial Group Inc.23,254$2.43M0.0%-5.2%0.191%
2/17/2025 Bank of America Corp DE225,099$23.48M0.0%-2.1%1.845%
2/17/2025 Benjamin Edwards Inc.46,178$4.82M0.1%-7.9%0.379%
2/14/2025 Mercer Global Advisors Inc. ADV2,902$303K0.0%-43.2%0.024%
2/14/2025 Jane Street Group LLC7,516$784K0.0%-44.8%0.062%
2/14/2025 Triumph Capital Management82,140$8.57M2.9%+0.2%0.673%
2/14/2025 Prosperity Consulting Group LLC10,550$1.10M0.1%+41.5%0.086%
2/14/2025 Three Seasons Wealth LLC2,875$300K0.1%N/A0.024%
2/14/2025 Kovitz Investment Group Partners LLC7,826$816K0.0%N/A0.064%
2/14/2025 Integrated Wealth Concepts LLC11,376$1.19M0.0%+6.4%0.093%
2/14/2025 Coppell Advisory Solutions LLC61,876$6.46M0.9%-1.1%0.507%
2/14/2025 Susquehanna International Group LLP30,458$3.18M0.0%+184.2%0.250%
2/14/2025 IHT Wealth Management LLC5,841$609K0.0%-17.8%0.048%
2/14/2025 Stifel Financial Corp13,144$1.37M0.0%-1.9%0.108%
2/14/2025 OneDigital Investment Advisors LLC6,143$641K0.0%-2.1%0.050%
2/14/2025 Tower Research Capital LLC TRC 2,542$265K0.0%-28.7%0.021%
2/14/2025 First Trust Advisors LP50,342$5.25M0.0%-4.6%0.413%
2/14/2025 GeoWealth Management LLC3,228$337K0.0%+1,040.6%0.026%
2/13/2025 NewEdge Advisors LLC4,918$513K0.0%-35.5%0.040%
2/13/2025 Insigneo Advisory Services LLC4,300$448K0.0%+4.9%0.035%
2/13/2025 Mariner LLC3,770$393K0.0%-4.1%0.031%
2/13/2025 Rockefeller Capital Management L.P.37,251$3.89M0.0%-8.2%0.305%
2/13/2025 Raymond James Financial Inc.287,954$30.03M0.0%N/A2.360%
2/13/2025 Sand Hill Global Advisors LLC2,506$261K0.0%-4.2%0.021%
2/13/2025 Peapack Gladstone Financial Corp6,601$688K0.0%-2.9%0.054%
2/13/2025 Hurley Capital LLC325$34K0.0%N/A0.003%
2/13/2025 Envestnet Asset Management Inc.58,715$6.12M0.0%-0.3%0.481%
2/13/2025 Wells Fargo & Company MN468,992$48.91M0.0%-0.1%3.844%
2/12/2025 Transamerica Financial Advisors Inc.12,666$1.32M0.1%-5.1%0.104%
2/12/2025 AssuredPartners Investment Advisors LLC150,474$15.69M3.1%N/A1.233%
2/12/2025 JPMorgan Chase & Co.11,268$1.18M0.0%+14.2%0.092%
2/12/2025 Morey & Quinn Wealth Partners LLC12,120$1.26M1.1%N/A0.099%
2/12/2025 Potentia Wealth16,076$1.68M0.7%N/A0.132%
2/12/2025 PKS Advisory Services LLC6,844$714K0.2%N/A0.056%
[RFK Jr CONFIRMED] Here’s why Dems are TERRIFIED (Ad)

Robert F. Kennedy Jr was just confirmed as Trump’s secretary of Health and Human Services… but it was NOT easy. Democrats smeared RFK Jr as a fraud, liar and even a murderer…. to stop him from revealing Big Pharma’s biggest secrets…

Which is exactly why I’ve made the short video that reveals everything.
2/11/2025 Modern Wealth Management LLC3,444$375K0.0%-7.0%0.028%
2/11/2025 LPL Financial LLC957,043$99.82M0.0%+21.0%7.845%
2/11/2025 HUB Investment Partners LLC3,300$344K0.0%N/A0.027%
2/10/2025 Thrivent Financial for Lutherans11,013$1.15M0.0%-29.2%0.090%
2/10/2025 Cozad Asset Management Inc.7,824$816K0.1%-2.2%0.064%
2/10/2025 Clearwater Capital Advisors LLC3,301$344K0.0%-78.0%0.027%
2/10/2025 Harbour Investments Inc.10,239$1.07M0.0%+7.9%0.084%
2/10/2025 Commonwealth Equity Services LLC208,072$21.70M0.0%+0.5%1.706%
2/10/2025 HBK Sorce Advisory LLC176,547$18.41M0.6%-1.3%1.447%
2/7/2025 HighTower Advisors LLC18,722$1.95M0.0%-7.8%0.153%
2/7/2025 Independent Advisor Alliance3,239$338K0.0%N/A0.027%
2/7/2025 Elevation Capital Advisory LLC2,964$309K0.1%N/A0.024%
2/6/2025 Raymond James Financial Inc.287,954$30.03M0.0%N/A2.360%
2/6/2025 LVZ Inc.21,306$2.22M0.3%-0.7%0.175%
2/6/2025 Mission Wealth Management LP3,820$398K0.0%-2.6%0.031%
2/6/2025 Keystone Wealth Services LLC22,157$2.31M0.6%-2.6%0.182%
2/6/2025 Jones Financial Companies Lllp3,792$395K0.0%+261.8%0.031%
2/5/2025 SRS Capital Advisors Inc.6,616$690K0.0%+49.4%0.054%
2/5/2025 US Bancorp DE63,354$6.61M0.0%+0.2%0.519%
2/4/2025 Sterling Investment Advisors Ltd.6,834$713K0.2%-2.8%0.056%
2/4/2025 World Equity Group Inc.2,308$241K0.1%-10.1%0.019%
2/3/2025 Sigma Planning Corp3,152$329K0.0%-4.4%0.026%
2/3/2025 Element Wealth LLC3,699$386K0.2%-2.7%0.030%
2/3/2025 Private Advisor Group LLC92,030$9.60M0.1%-1.8%0.754%
2/3/2025 Good Life Advisors LLC2,087$218K0.0%-50.2%0.017%
1/31/2025 Atria Wealth Solutions Inc.8,963$935K0.0%-2.5%0.073%
1/31/2025 D.A. Davidson & CO.27,479$2.87M0.0%+0.6%0.225%
1/31/2025 Truist Financial Corp162,971$17.00M0.0%-0.7%1.336%
1/31/2025 Sanctuary Advisors LLC28,313$3.11M0.0%-2.7%0.232%
1/30/2025 WealthPlan Investment Management LLC4,983$520K0.1%N/A0.041%
1/30/2025 Walkner Condon Financial Advisors LLC5,284$551K0.1%-5.8%0.043%
1/29/2025 Gladstone Institutional Advisory LLC10,254$1.07M0.0%-3.2%0.084%
1/29/2025 Indiana Trust & Investment Management Co550$57K0.0%-50.0%0.005%
1/29/2025 Eukles Asset Management2,683$280K0.1%-4.6%0.022%
1/28/2025 Kestra Private Wealth Services LLC9,677$1.01M0.0%+5.9%0.079%
1/28/2025 Kingsview Wealth Management LLC87,217$9.10M0.2%-10.9%0.715%
1/28/2025 Apollon Financial LLC4,180$436K0.1%+12.1%0.034%
1/28/2025 Golden State Wealth Management LLC15,062$1.57M0.2%N/A0.123%
1/27/2025 Rik Saylor Financial Inc.9,716$1.01M0.9%N/A0.080%
1/27/2025 Silver Oak Securities Incorporated143,388$14.98M1.4%-1.7%1.175%
1/27/2025 Financial Advocates Investment Management9,669$1.01M0.1%-40.5%0.079%
1/27/2025 Stratos Wealth Partners LTD.10,220$1.07M0.0%-9.4%0.084%
1/24/2025 KPP Advisory Services LLC29,502$3.08M0.7%+3.0%0.242%
1/24/2025 Spire Wealth Management2,669$278K0.0%-4.8%0.022%
1/23/2025 USAdvisors Wealth Management LLC6,058$632K0.2%-16.3%0.050%
1/23/2025 Strategic Blueprint LLC96,675$10.08M0.6%+6.0%0.792%
1/22/2025 Perigon Wealth Management LLC3,125$337K0.0%-8.6%0.026%
1/22/2025 Wetzel Investment Advisors Inc.13,124$1.37M0.7%-6.1%0.108%
1/22/2025 Kingswood Wealth Advisors LLC3,217$336K0.0%N/A0.026%
1/17/2025 Secure Asset Management LLC42,769$4.46M0.7%+2.9%0.351%
[RFK Jr CONFIRMED] Here’s why Dems are TERRIFIED (Ad)

Robert F. Kennedy Jr was just confirmed as Trump’s secretary of Health and Human Services… but it was NOT easy. Democrats smeared RFK Jr as a fraud, liar and even a murderer…. to stop him from revealing Big Pharma’s biggest secrets…

Which is exactly why I’ve made the short video that reveals everything.
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%
12/26/2024 JPMorgan Chase & Co.9,871$1.03M0.0%+16.4%0.081%
(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, 201 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 141 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), Raymond James & Associates ($170.28K), LPL Financial LLC ($166.30K), AssuredPartners Investment Advisors LLC ($150.47K), and Raymond James Financial Services Advisors Inc. ($132.54K).

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

Institutional investors have bought a total of 3,428,593 shares in the last 24 months. This purchase volume represents approximately $375.28M 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. ($125.02K), 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 1,777,848 shares in the last 24 months. This volume of shares sold represents approximately $177.01M in transactions.


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This page (NASDAQ:FEX) was last updated on 2/22/2025 by MarketBeat.com Staff
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