First Trust Large Cap Core AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.11 M | $131.43 M | -1.93% | 9.98% |
| LPL FINANCIAL LLC | 02/11/2026 | 995.61 K | $118.10 M | -1.14% | 8.95% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 507.12 K | $60.15 M | -0.46% | 4.56% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 503.14 K | $59.68 M | -0.03% | 4.53% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 306.17 K | $36.32 M | 9.81% | 2.77% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 227.89 K | $27.03 M | -0.44% | 2.05% |
| ROYAL BANK OF CANADA | 02/17/2026 | 225.42 K | $26.74 M | 31.48% | 2.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 213.87 K | $25.37 M | -1.16% | 1.93% |
| UBS GROUP AG | 01/29/2026 | 200.43 K | $23.77 M | -1.50% | 1.81% |
| HBK SORCE ADVISORY LLC | 02/09/2026 | 180.00 K | $22.76 M | -2.58% | 1.62% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 175.36 K | $20.80 M | 2.83% | 1.58% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 161.66 K | $19.18 M | -27.30% | 1.46% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 136.50 K | $16.33 M | -12.11% | 1.23% |
| BIP WEALTH, LLC | 01/21/2026 | 132.72 K | $15.74 M | 100.00% | 1.20% |
| 02/18/2026 | 132.09 K | $15.67 M | 100.00% | 1.19% | |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 114.67 K | $13.60 M | -0.01% | 1.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 105.08 K | $12.46 M | 20.91% | 0.95% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 93.36 K | $11.07 M | 1.43% | 0.84% |
| US BANCORP \DE\ | 01/30/2026 | 78.88 K | $9.36 M | 10.99% | 0.71% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 63.89 K | $7.58 M | -9.78% | 0.58% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 61.74 K | $7.32 M | -1.62% | 0.56% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 60.31 K | $7.15 M | 7.04% | 0.54% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 56.51 K | $6.70 M | 3.53% | 0.51% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 55.78 K | $6.62 M | -9.47% | 0.50% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 54.87 K | $6.75 M | -0.97% | 0.50% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 51.98 K | $6.17 M | -2.29% | 0.47% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 47.35 K | $5.62 M | -1.33% | 0.43% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 46.61 K | $5.53 M | 16.38% | 0.42% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 35.27 K | $4.18 M | 365.37% | 0.32% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 34.51 K | $4.09 M | -9.58% | 0.31% |
| KPP ADVISORY SERVICES LLC | 02/02/2026 | 31.82 K | $3.77 M | 1.08% | 0.29% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 28.65 K | $3.40 M | 0.23% | 0.26% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 25.59 K | $3.04 M | -1.35% | 0.23% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 23.70 K | $2.81 M | 6.48% | 0.21% |
| TCFG WEALTH MANAGEMENT, LLC | 02/13/2026 | 21.31 K | $2.53 M | -1.69% | 0.19% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 20.48 K | $2.43 M | -19.86% | 0.19% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 17.86 K | $2.12 M | -8.43% | 0.16% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 02/03/2026 | 17.39 K | $2.06 M | 1.28% | 0.16% |
| OPPENHEIMER & CO INC | 02/02/2026 | 17.34 K | $2.06 M | -0.57% | 0.16% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 16.90 K | $2.00 M | -3.66% | 0.15% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 16.21 K | $1.92 M | 0.23% | 0.15% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 15.83 K | $1.89 M | -0.07% | 0.14% |
| CREATIVE PLANNING | 02/17/2026 | 15.24 K | $1.81 M | -6.01% | 0.14% |
| FOCUS FINANCIAL NETWORK, INC. | 01/12/2026 | 15.02 K | $1.78 M | 0.10% | 0.14% |
| ATLANTA CONSULTING GROUP ADVISORS, LLC | 02/11/2026 | 15.05 K | $1.79 M | 0.00% | 0.14% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 14.73 K | $1.75 M | -16.33% | 0.13% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 13.27 K | $1.57 M | -1.70% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 12.65 K | $1.50 M | 2.55% | 0.11% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 12.57 K | $1.49 M | -5.62% | 0.11% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 12.21 K | $1.45 M | -8.15% | 0.11% |
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First Trust Large Cap Core AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 320 institutional investors and hedge funds held shares of First Trust Large Cap Core AlphaDEX Fund. The most heavily invested institutionals were:
Janney Montgomery Scott LLC: 511,453
COMMONWEALTH EQUITY SERVICES, LLC: 213,629
UBS Group AG: 184,334
TRUIST FINANCIAL CORP: 151,235
SILVER OAK SECURITIES, INCORPORATED: 134,610
BIP Wealth, LLC: 127,052
64.47% of First Trust Large Cap Core AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.80 M shares in the last 24 months. This purchase volume represents approximately $1.46 B in transactions.