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 | 08/13/2026 | 1.06 M | $148.92 M | 0.45% | 8.94% |
| LPL FINANCIAL LLC | 08/07/2026 | 778.33 K | $108.87 M | -19.96% | 6.53% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 509.39 K | $71.25 M | -0.40% | 4.27% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 479.18 K | $67.02 M | -10.72% | 4.02% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 268.37 K | $37.54 M | 6.36% | 2.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 224.86 K | $31.45 M | -4.24% | 1.89% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 218.00 K | $30.49 M | 2.05% | 1.83% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 212.85 K | $29.77 M | 11,857.92% | 1.79% |
| ROYAL BANK OF CANADA | 08/14/2026 | 185.96 K | $26.01 M | 19.59% | 1.56% |
| UBS GROUP AG | 08/13/2026 | 184.25 K | $25.77 M | -0.04% | 1.55% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 175.39 K | $24.54 M | 42.38% | 1.47% |
| HBK SORCE ADVISORY LLC | 08/06/2026 | 174.19 K | $24.28 M | -1.55% | 1.46% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 156.94 K | $21.95 M | 3.77% | 1.32% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 137.87 K | $18.46 M | 143.48% | 1.16% |
| CRUSONIA WEALTH ADVISORS LLC | 07/30/2026 | 132.07 K | $18.47 M | -0.14% | 1.11% |
| SILVER OAK SECURITIES, INCORPORATED | 08/07/2026 | 131.87 K | $18.44 M | -2.04% | 1.11% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 130.52 K | $18.26 M | 39.83% | 1.10% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 120.61 K | $16.87 M | 2.11% | 1.01% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 86.56 K | $12.11 M | 44.10% | 0.73% |
| ELEVATION CAPITAL ADVISORY, LLC | 07/27/2026 | 84.53 K | $11.82 M | 72.21% | 0.71% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 66.15 K | $9.25 M | 7.33% | 0.56% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 61.45 K | $8.59 M | 0.75% | 0.52% |
| BIP WEALTH, LLC | 08/03/2026 | 60.35 K | $8.44 M | -52.50% | 0.51% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 60.27 K | $8.43 M | 1,168.66% | 0.51% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 59.85 K | $8.37 M | -34.88% | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 59.54 K | $8.33 M | 93.87% | 0.50% |
| US BANCORP \DE\ | 08/12/2026 | 57.60 K | $8.06 M | -7.01% | 0.48% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 54.29 K | $7.38 M | -0.98% | 0.46% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 48.56 K | $6.65 M | -11.68% | 0.41% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 47.64 K | $6.66 M | 3.70% | 0.40% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 46.67 K | $6.53 M | -9.87% | 0.39% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 46.44 K | $6.50 M | -12.65% | 0.39% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 42.21 K | $5.90 M | -9.59% | 0.35% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 34.99 K | $4.89 M | 367.34% | 0.29% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 32.84 K | $4.59 M | -0.77% | 0.28% |
| KPP ADVISORY SERVICES LLC | 07/24/2026 | 30.19 K | $4.22 M | 0.78% | 0.25% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 28.59 K | $4.00 M | -0.24% | 0.24% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 26.08 K | $3.65 M | 5.01% | 0.22% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 25.93 K | $3.63 M | 11.58% | 0.22% |
| GTS SECURITIES LLC | 08/14/2026 | 25.39 K | $3.55 M | 100.00% | 0.21% |
| TCFG INVESTMENT ADVISORS, LLC | 07/17/2026 | 21.49 K | $3.01 M | -0.08% | 0.18% |
| KEYSTONE WEALTH SERVICES, LLC | 08/05/2026 | 20.18 K | $2.82 M | 0.00% | 0.17% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 17.00 K | $2.38 M | -4.84% | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 16.16 K | $2.26 M | -0.49% | 0.14% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 16.14 K | $2.26 M | -0.49% | 0.14% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 08/10/2026 | 15.88 K | $2.22 M | -5.91% | 0.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 15.65 K | $2.19 M | -50.23% | 0.13% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 15.48 K | $2.17 M | 100.00% | 0.13% |
| OPPENHEIMER & CO INC | 08/03/2026 | 15.40 K | $2.15 M | -7.89% | 0.13% |
| ATLANTA CONSULTING GROUP ADVISORS, LLC | 08/14/2026 | 15.05 K | $2.10 M | 0.00% | 0.13% |
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First Trust Large Cap Core AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 338 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: 778,330
Janney Montgomery Scott LLC: 509,390
WELLS FARGO & COMPANY/MN: 479,180
RAYMOND JAMES FINANCIAL INC: 268,371
BANK OF AMERICA CORP /DE/: 224,857
61.08% of First Trust Large Cap Core AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.95 M shares in the last 24 months. This purchase volume represents approximately $1.48 B in transactions.