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 | 05/15/2026 | 1.81 M | $166.80 M | -10.12% | 13.40% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.07 M | $98.88 M | 6.88% | 7.94% |
| UBS GROUP AG | 05/05/2026 | 968.43 K | $89.43 M | -0.35% | 7.18% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 401.42 K | $37.07 M | 0.00% | 2.98% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 391.31 K | $36.14 M | 12.75% | 2.90% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 345.18 K | $31.88 M | 0.49% | 2.56% |
| ROYAL BANK OF CANADA | 05/15/2026 | 298.95 K | $27.61 M | 0.47% | 2.22% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 295.10 K | $27.25 M | 24.38% | 2.19% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 198.48 K | $18.33 M | 1,834.67% | 1.47% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 197.34 K | $18.22 M | 1.17% | 1.46% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 176.76 K | $16.32 M | -7.78% | 1.31% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 156.18 K | $14.42 M | 57.15% | 1.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 146.26 K | $13.51 M | -8.00% | 1.09% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 144.19 K | $13.32 M | -4.68% | 1.07% |
| HOLISTIC FINANCIAL PARTNERS | 05/05/2026 | 140.64 K | $12.99 M | 1.86% | 1.04% |
| ASSETMARK, INC | 05/06/2026 | 138.72 K | $12.81 M | -1.62% | 1.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 129.24 K | $11.94 M | -3.42% | 0.96% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 116.81 K | $10.79 M | -13.70% | 0.87% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 104.78 K | $9.68 M | 11.11% | 0.78% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 102.37 K | $9.45 M | 21.12% | 0.76% |
| KAYDAN WEALTH MANAGEMENT, INC. | 04/29/2026 | 88.82 K | $8.20 M | -0.48% | 0.66% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 80.41 K | $7.43 M | -8.73% | 0.60% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 76.01 K | $7.02 M | -24.44% | 0.56% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 75.86 K | $7.01 M | 144.92% | 0.56% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 72.13 K | $6.66 M | 11.04% | 0.54% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 70.42 K | $6.50 M | -8.41% | 0.52% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 70.12 K | $6.48 M | -27.11% | 0.52% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 69.38 K | $6.41 M | 104.48% | 0.51% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 69.12 K | $6.38 M | 18.97% | 0.51% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 04/17/2026 | 57.81 K | $5.34 M | -3.79% | 0.43% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 57.41 K | $5.30 M | 3.63% | 0.43% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 50.00 K | $4.62 M | 100.00% | 0.37% |
| MIDWEST HERITAGE BANK, FSB | 04/15/2026 | 46.26 K | $4.27 M | -16.01% | 0.34% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 43.88 K | $4.05 M | 4.07% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 42.32 K | $3.91 M | 5.40% | 0.31% |
| IFP ADVISORS, INC | 04/13/2026 | 41.74 K | $3.86 M | -1.55% | 0.31% |
| CREATIVE PLANNING | 05/12/2026 | 41.71 K | $3.85 M | 4.84% | 0.31% |
| TRUEBLOOD WEALTH MANAGEMENT, LLC | 04/21/2026 | 40.96 K | $3.78 M | 0.14% | 0.30% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 39.71 K | $3.67 M | 100.00% | 0.29% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 37.58 K | $3.47 M | -8.43% | 0.28% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 37.41 K | $3.45 M | -0.99% | 0.28% |
| CITADEL ADVISORS LLC | 05/15/2026 | 35.38 K | $3.27 M | 836.86% | 0.26% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 30.40 K | $2.81 M | -57.02% | 0.23% |
| REGAL INVESTMENT ADVISORS LLC | 05/14/2026 | 27.91 K | $2.58 M | -0.39% | 0.21% |
| IAMS WEALTH MANAGEMENT, LLC | 04/15/2026 | 27.42 K | $2.53 M | -13.47% | 0.20% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 25.58 K | $2.36 M | 2.32% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 23.96 K | $2.21 M | 102.58% | 0.18% |
| TRITON WEALTH MANAGEMENT, PLLC | 05/01/2026 | 23.16 K | $2.13 M | 0.00% | 0.17% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 22.69 K | $2.08 M | 18.05% | 0.17% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 21.87 K | $2.02 M | 1.08% | 0.16% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
First Trust Large Capital Value AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 292 institutional investors and hedge funds held shares of First Trust Large Capital Value AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.81 M
LPL Financial LLC: 1.07 M
UBS Group AG: 968,433
ENVESTNET ASSET MANAGEMENT INC: 401,419
BANK OF AMERICA CORP /DE/: 391,307
Cetera Investment Advisers: 345,175
72.34% of First Trust Large Capital Value AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.09 M shares in the last 24 months. This purchase volume represents approximately $1.30 B in transactions.