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 | 05/15/2026 | 1.06 M | $129.23 M | -4.34% | 9.61% |
| LPL FINANCIAL LLC | 05/06/2026 | 972.37 K | $118.56 M | -2.33% | 8.82% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 536.73 K | $65.44 M | 6.68% | 4.87% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 511.45 K | $62.36 M | 0.86% | 4.64% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 252.32 K | $30.76 M | -17.59% | 2.29% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 234.82 K | $28.63 M | 3.04% | 2.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 213.63 K | $26.05 M | -0.11% | 1.94% |
| UBS GROUP AG | 05/05/2026 | 184.33 K | $22.48 M | -8.03% | 1.67% |
| HBK SORCE ADVISORY LLC | 05/11/2026 | 176.93 K | $23.23 M | -1.70% | 1.60% |
| ROYAL BANK OF CANADA | 05/15/2026 | 155.49 K | $18.96 M | -31.02% | 1.41% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 151.24 K | $18.44 M | -13.76% | 1.37% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 134.61 K | $16.41 M | -1.38% | 1.22% |
| 05/12/2026 | 132.25 K | $16.13 M | 0.13% | 1.20% | |
| BIP WEALTH, LLC | 04/27/2026 | 127.05 K | $15.49 M | -4.27% | 1.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 123.18 K | $15.02 M | -23.80% | 1.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 118.12 K | $14.40 M | 3.01% | 1.07% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 93.34 K | $11.38 M | -0.02% | 0.85% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 91.91 K | $11.21 M | -12.53% | 0.83% |
| US BANCORP \DE\ | 05/15/2026 | 61.94 K | $7.55 M | -21.48% | 0.56% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 61.64 K | $7.51 M | -0.16% | 0.56% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 60.99 K | $7.44 M | -4.54% | 0.55% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 60.07 K | $7.32 M | -0.40% | 0.54% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 56.62 K | $6.90 M | 0.20% | 0.51% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 54.98 K | $6.75 M | 1,717.59% | 0.50% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 54.83 K | $7.10 M | -0.08% | 0.50% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 53.16 K | $6.48 M | -4.70% | 0.48% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 51.78 K | $6.31 M | -0.37% | 0.47% |
| ELEVATION CAPITAL ADVISORY, LLC | 05/08/2026 | 49.09 K | $5.99 M | 100.00% | 0.45% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 46.69 K | $5.69 M | 35.28% | 0.42% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 45.94 K | $5.60 M | -1.45% | 0.42% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 33.10 K | $4.04 M | -30.10% | 0.30% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 31.44 K | $3.83 M | 696.25% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 30.71 K | $3.74 M | 100.00% | 0.28% |
| KPP ADVISORY SERVICES LLC | 04/24/2026 | 29.95 K | $3.65 M | -5.86% | 0.27% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 28.65 K | $3.49 M | 0.02% | 0.26% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 24.83 K | $3.03 M | -2.96% | 0.23% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 23.24 K | $2.83 M | -1.95% | 0.21% |
| CITADEL ADVISORS LLC | 05/15/2026 | 22.08 K | $2.69 M | 376.74% | 0.20% |
| TCFG WEALTH MANAGEMENT, LLC | 04/24/2026 | 21.51 K | $2.62 M | 0.94% | 0.20% |
| 05/06/2026 | 21.51 K | $2.62 M | 100.00% | 0.20% | |
| KEYSTONE WEALTH SERVICES, LLC | 05/13/2026 | 20.18 K | $2.46 M | 100.00% | 0.18% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 17.87 K | $2.18 M | 0.03% | 0.16% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 04/13/2026 | 16.88 K | $2.08 M | -2.93% | 0.15% |
| OPPENHEIMER & CO INC | 04/24/2026 | 16.72 K | $2.04 M | -3.54% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 16.44 K | $2.00 M | 29.96% | 0.15% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 16.24 K | $1.98 M | 0.16% | 0.15% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 16.22 K | $1.98 M | -4.04% | 0.15% |
| CREATIVE PLANNING | 05/12/2026 | 15.48 K | $1.89 M | 1.59% | 0.14% |
| ATLANTA CONSULTING GROUP ADVISORS, LLC | 05/15/2026 | 15.05 K | $1.83 M | 0.00% | 0.14% |
| FOCUS FINANCIAL NETWORK, INC. | 04/14/2026 | 14.78 K | $1.80 M | -1.56% | 0.13% |
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First Trust Large Cap Core AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 314 institutional investors and hedge funds held shares of First Trust Large Cap Core AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.06 M
LPL Financial LLC: 972,370
WELLS FARGO & COMPANY/MN: 536,727
Janney Montgomery Scott LLC: 511,453
RAYMOND JAMES FINANCIAL INC: 252,319
BANK OF AMERICA CORP /DE/: 234,821
63.90% of First Trust Large Cap Core AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.53 M shares in the last 24 months. This purchase volume represents approximately $1.43 B in transactions.