First Trust Large Capital Value AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.01 M | $173.11 M | -2.08% | 15.42% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.00 M | $86.31 M | 8.44% | 7.57% |
| UBS GROUP AG | 01/29/2026 | 971.88 K | $83.73 M | 0.25% | 7.46% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 401.41 K | $34.58 M | -1.25% | 3.08% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 347.05 K | $29.90 M | 0.24% | 2.66% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 343.49 K | $29.59 M | 0.36% | 2.64% |
| ROYAL BANK OF CANADA | 02/17/2026 | 297.56 K | $25.63 M | 9.25% | 2.28% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 237.27 K | $20.44 M | -18.72% | 1.82% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 195.05 K | $16.80 M | -2.63% | 1.50% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 191.68 K | $16.51 M | -1.82% | 1.47% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 158.98 K | $13.70 M | 2.98% | 1.23% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 151.26 K | $13.03 M | -6.76% | 1.16% |
| ASSETMARK, INC | 01/23/2026 | 141.00 K | $12.15 M | 2.03% | 1.09% |
| HOLISTIC FINANCIAL PARTNERS | 01/07/2026 | 138.08 K | $11.90 M | 3.03% | 1.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 135.36 K | $11.66 M | -3.57% | 1.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 133.82 K | $11.53 M | -13.19% | 1.03% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 99.39 K | $8.56 M | 257.51% | 0.76% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 100.60 K | $8.67 M | 9.42% | 0.76% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 94.30 K | $8.13 M | 12.35% | 0.73% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 96.19 K | $8.29 M | -2.17% | 0.73% |
| KAYDAN WEALTH MANAGEMENT, INC. | 01/12/2026 | 89.25 K | $7.69 M | 0.12% | 0.69% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 88.11 K | $7.59 M | -59.12% | 0.68% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 84.52 K | $7.28 M | -0.40% | 0.65% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 76.89 K | $6.62 M | -5.06% | 0.60% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 70.75 K | $6.09 M | 3.30% | 0.54% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 64.96 K | $5.60 M | -2.02% | 0.49% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 60.09 K | $5.18 M | -0.24% | 0.47% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 58.10 K | $5.00 M | 3.38% | 0.45% |
| MIDWEST HERITAGE BANK, FSB | 02/04/2026 | 55.09 K | $4.75 M | -5.80% | 0.43% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 55.40 K | $4.77 M | 0.04% | 0.43% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 42.31 K | $3.64 M | -2.86% | 0.33% |
| IFP ADVISORS, INC | 02/06/2026 | 42.40 K | $3.65 M | 4.16% | 0.33% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 42.17 K | $3.63 M | 2.77% | 0.32% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 41.04 K | $3.54 M | -2.24% | 0.32% |
| TRUEBLOOD WEALTH MANAGEMENT, LLC | 01/21/2026 | 40.90 K | $3.52 M | 3.22% | 0.32% |
| CREATIVE PLANNING | 02/17/2026 | 39.79 K | $3.43 M | 0.53% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 40.15 K | $3.46 M | -2.99% | 0.30% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 37.78 K | $3.25 M | -1.25% | 0.29% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 33.93 K | $2.92 M | 11.34% | 0.26% |
| IAMS WEALTH MANAGEMENT, LLC | 01/26/2026 | 31.69 K | $2.73 M | -8.20% | 0.25% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 30.97 K | $2.67 M | 0.13% | 0.24% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 28.02 K | $2.41 M | -3.47% | 0.22% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 25.00 K | $2.15 M | 6.50% | 0.19% |
| TRITON WEALTH MANAGEMENT, PLLC | 02/05/2026 | 23.16 K | $2.11 M | -1.03% | 0.18% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 23.00 K | $2.00 M | -0.67% | 0.18% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 02/03/2026 | 22.04 K | $1.90 M | -0.78% | 0.17% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 22.17 K | $1.91 M | -3.55% | 0.17% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 21.64 K | $1.86 M | -1.87% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 19.49 K | $1.68 M | 6.35% | 0.15% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 19.11 K | $1.66 M | 1.33% | 0.15% |
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First Trust Large Capital Value AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 304 institutional investors and hedge funds held shares of First Trust Large Capital Value AlphaDEX Fund. The most heavily invested institutionals were:
UBS Group AG: 968,433
ENVESTNET ASSET MANAGEMENT INC: 401,419
Cambridge Investment Research Advisors, Inc.: 146,260
Private Advisor Group, LLC: 144,185
Holistic Financial Partners: 140,644
COMMONWEALTH EQUITY SERVICES, LLC: 129,241
72.41% of First Trust Large Capital Value AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.04 M shares in the last 24 months. This purchase volume represents approximately $1.30 B in transactions.