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

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$98.40
-0.31 (-0.31%)
(As of 05/16/2024 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)
80
Total
Institutional Inflows
(last 12 months)
$102.67M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$112.56M
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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
5/17/2024Coppell Advisory Solutions Corp.71,399$7.09M1.3%N/A0.583%
5/15/2024 Kestra Advisory Services LLC185,278$18.39M0.1%+31.5%1.512%
5/13/2024 Atlanta Consulting Group Advisors LLC15,049$1.49M0.5%N/A0.123%
5/10/2024 Osaic Holdings Inc.200,762$19.92M0.0%+33.0%1.639%
5/9/2024 HBK Sorce Advisory LLC182,102$18.07M0.6%+10.4%1.487%
5/8/2024 Avantax 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%
5/7/2024 WealthPLAN Partners LLC7,284$723K0.1%-5.6%0.059%
5/7/2024 Oppenheimer & Co. Inc.12,807$1.27M0.0%+2.4%0.104%
5/4/2024 Buck 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%
4/30/2024 SpiderRock Advisors LLC2,089$201K0.0%N/A0.017%
4/29/2024Commonwealth Equity Services LLC206,713$20.51M0.0%+0.7%1.687%
4/29/2024 Benjamin 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%
4/25/2024 Triumph Capital Management78,940$7.80M3.2%+11.8%0.644%
4/25/2024 Summit 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%
4/23/2024 Raymond James Financial Services Advisors Inc.185,484$18.41M0.0%-3.5%1.514%
4/22/2024 Raymond James & Associates155,237$15.41M0.0%+26.1%1.267%
4/18/2024 Iams Wealth Management LLC13,197$1.25M0.8%+49.6%0.108%
4/18/2024 HFG Advisors Inc.5,713$567K0.5%-5.9%0.047%
4/16/2024 Indiana Trust & Investment Management CO1,100$109K0.0%N/A0.009%
4/12/2024 Keystone Wealth Services LLC24,621$2.44M0.8%-2.5%0.200%
4/12/2024 Kaydan Wealth Management Inc.12,252$1.22M0.4%-1.8%0.100%
4/11/2024 RDA Financial Network10,149$1.01M0.3%-25.6%0.083%
4/11/2024 DHJJ Financial Advisors Ltd.2,573$255K0.1%-14.1%0.021%
4/5/2024 NBC Securities Inc.3,034$311K0.0%-14.1%0.025%
4/1/2024 Park National Corp OH14,936$1.48M0.1%-2.9%0.121%
3/15/2024 BlueChip Wealth Advisors LLC2,752$248K0.2%N/A0.022%
3/8/2024 ICA Group Wealth Management LLC693$62K0.0%N/A0.006%
2/29/2024 Scarborough Advisors LLC413$37K0.0%N/A0.003%
2/26/2024 Centaurus Financial Inc.13,842$1.25M0.1%-90.0%0.112%
2/23/2024 Chicago Partners Investment Group LLC56,574$5.10M0.2%+3.2%0.458%
2/22/2024 Scarborough Advisors LLC651$59K0.0%N/A0.005%
2/13/2024 Belpointe Asset Management LLC7,872$710K0.1%+2.7%0.064%
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2/12/2024 Peterson Financial Group Inc.3,772$340K0.2%+33.1%0.031%
2/12/2024Focus Financial Network Inc. ADV21,758$1.96M0.1%N/A0.176%
2/12/2024 Steward Partners Investment Advisory LLC11,015$993K0.0%-1.4%0.089%
2/9/2024 Advisory Services Network LLC6,042$545K0.0%+37.7%0.049%
2/9/2024 Cambridge Investment Research Advisors Inc.100,994$9.11M0.0%-9.9%0.818%
2/9/2024 Tidemark LLC9,140$824K0.5%N/A0.074%
2/9/2024 Assetmark Inc.1,602$144K0.0%+27.0%0.013%
2/9/2024 D.A. Davidson & CO.30,356$2.74M0.0%-6.8%0.246%
2/9/2024 Wells Fargo & Company MN509,705$45.96M0.0%+22.9%4.127%
2/9/2024 UBS Group AG259,263$23.38M0.0%+7.2%2.099%
2/8/2024 Financial Advocates Investment Management15,844$1.43M0.1%+52.6%0.128%
2/8/2024 Janney Montgomery Scott LLC467,862$42.18M0.1%+2.8%3.788%
2/8/2024 Pinnacle Wealth Planning Services Inc.2,250$203K0.0%N/A0.018%
2/7/2024 Partnership Wealth Management LLC584$53K0.0%N/A0.005%
2/7/2024 Avantax Advisory Services Inc.7,327$661K0.0%+14.8%0.059%
2/7/2024 NBC Securities Inc.3,531$318K0.0%-12.2%0.029%
2/7/2024 Iams Wealth Management LLC8,820$795K0.5%-58.5%0.071%
2/7/2024 Principal Securities Inc.1,550$140K0.0%N/A0.013%
2/7/2024 Clearwater Capital Advisors LLC15,066$1.36M0.2%+2.5%0.122%
2/6/2024 Lincoln National Corp4,407$397K0.0%+5.7%0.036%
2/6/2024 Private Advisor Group LLC100,073$9.02M0.1%+6.3%0.810%
2/6/2024 Spire Wealth Management3,507$315K0.0%-9.4%0.028%
2/6/2024 Benjamin F. Edwards & Company Inc.11,311$1.02M0.0%+5.4%0.092%
2/6/2024 SRS Capital Advisors Inc.4,404$397K0.0%-6.5%0.036%
2/6/2024 Summit Financial LLC5,777$521K0.0%-6.4%0.047%
2/6/2024 Great Valley Advisor Group Inc.68,326$6.16M0.2%-3.4%0.553%
2/5/2024 Triumph Capital Management70,587$6.36M2.7%+3.1%0.572%
2/5/2024 Kestra Private Wealth Services LLC9,464$853K0.0%+1.4%0.077%
2/5/2024 Silver Oak Securities Incorporated173,767$15.67M2.1%-10.7%1.407%
2/2/2024 Valmark Advisers Inc.3,138$283K0.0%-31.3%0.025%
2/2/2024 IAG Wealth Partners LLC2,017$182K0.0%-10.2%0.016%
2/2/2024 Truist Financial Corp173,563$15.65M0.0%-1.9%1.405%
2/1/2024 Sigma Planning Corp3,840$346K0.0%-64.5%0.031%
1/31/2024 Wetzel Investment Advisors Inc.14,921$1.35M0.8%N/A0.121%
1/31/2024 Eukles Asset Management4,915$443K0.2%-11.8%0.040%
1/30/2024 Imprint Wealth LLC2,491$225K0.2%-31.5%0.020%
1/30/2024 Drake & Associates LLC3,101$280K0.1%-98.4%0.025%
1/30/2024 DHJJ Financial Advisors Ltd.2,996$270K0.1%-10.5%0.024%
1/29/2024 NewEdge Wealth LLC2,301$207K0.0%N/A0.019%
1/29/2024 Perigon Wealth Management LLC3,420$308K0.0%N/A0.028%
1/25/2024 HBK Sorce Advisory LLC165,005$14.88M0.6%+4.5%1.342%
1/25/2024 International Assets Investment Management LLC154,606$13.94M0.0%N/A1.257%
1/25/2024 Strategic Blueprint LLC63,536$5.73M0.5%+22.0%0.517%
1/24/2024 Allworth Financial LP3,840$346K0.0%-3.0%0.031%
1/24/2024 ABLE Financial Group LLC2,284$206K0.1%-7.8%0.019%
1/24/2024 International Assets Investment Management LLC154,606$13.94M0.0%N/A1.257%
1/24/2024 Walkner Condon Financial Advisors LLC5,963$538K0.1%-24.0%0.048%
1/23/2024 Insight Advisors LLC PA2,255$203K0.0%N/A0.018%
1/23/2024 Householder Group Estate & Retirement Specialist LLC2,876$259K0.1%+93.3%0.023%
1/23/2024 Foundry Financial Group Inc.6,800$613K0.5%N/A0.055%
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1/22/2024 Secure Asset Management LLC43,496$3.92M1.1%-3.0%0.354%
1/18/2024 Global Retirement Partners LLC591$53K0.0%-61.5%0.005%
1/18/2024 Blue Trust Inc.3,419$308K0.0%-5.3%0.028%
1/17/2024 IFG Advisory LLC2,226$201K0.0%N/A0.018%
1/17/2024 Keystone Wealth Services LLC25,243$2.28M0.8%-11.2%0.205%
1/16/2024 Raymond James Financial Services Advisors Inc.192,257$17.34M0.0%+7.3%1.563%
1/16/2024 Kaydan Wealth Management Inc.12,480$1.13M0.5%-3.8%0.101%
1/16/2024 Raymond James & Associates123,061$11.10M0.0%-18.5%1.000%
1/16/2024Wealthsource Partners LLC147,935$13.34M0.9%-0.8%1.203%
1/16/2024 HB Wealth Management LLC6,958$627K0.0%-32.1%0.057%
(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, 164 institutional investors and hedge funds held shares of First Trust Large Cap Core AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($63.88M), Janney Montgomery Scott LLC ($46.75M), Wells Fargo & Company MN ($45.96M), Bank of America Corp DE ($24.88M), UBS Group AG ($23.38M), Commonwealth Equity Services LLC ($20.51M), and Osaic Holdings Inc. ($19.92M).Learn more on FEX's institutional investors.

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

Of the 129 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: Great Valley Advisor Group Inc. ($390.59K), International Assets Investment Management LLC ($311.83K), Cambridge Investment Research Advisors Inc. ($246.00K), HBK Sorce Advisory LLC ($217.31K), Raymond James & Associates ($213.86K), LPL Financial LLC ($148.67K), and Wells Fargo & Company MN ($144.49K).

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

Institutional investors have bought a total of 3,068,408 shares in the last 24 months. This purchase volume represents approximately $405.49M in transactions.

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

Of the 101 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: Cambridge Investment Research Advisors Inc. ($203.23K), Raymond James & Associates ($202.37K), LPL Financial LLC ($189.83K), Drake & Associates LLC ($187.47K), HBK Sorce Advisory LLC ($171.80K), Centaurus Financial Inc. ($124.38K), and Raymond James Financial Services Advisors Inc. ($122.41K).

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

Institutional investors have sold a total of 1,810,545 shares in the last 24 months. This volume of shares sold represents approximately $191.43M in transactions.


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This page (NASDAQ:FEX) was last updated on 5/17/2024 by MarketBeat.com Staff

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