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 | 08/13/2026 | 1.77 M | $171.21 M | -2.07% | 13.46% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.12 M | $108.69 M | 4.87% | 8.55% |
| UBS GROUP AG | 08/13/2026 | 779.04 K | $75.41 M | -19.56% | 5.93% |
| ROYAL BANK OF CANADA | 08/14/2026 | 455.88 K | $44.13 M | 52.49% | 3.47% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 387.45 K | $37.50 M | -3.48% | 2.95% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 383.33 K | $37.11 M | -2.04% | 2.92% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 343.88 K | $33.29 M | -0.38% | 2.62% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 311.92 K | $30.19 M | 5.70% | 2.37% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 197.70 K | $19.14 M | 0.19% | 1.50% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 196.71 K | $19.04 M | -0.89% | 1.48% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 183.96 K | $17.81 M | 4.07% | 1.40% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 160.68 K | $15.55 M | 2.88% | 1.22% |
| ASSETMARK, INC | 07/30/2026 | 147.38 K | $14.27 M | 6.24% | 1.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 142.10 K | $13.76 M | -2.85% | 1.08% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 132.87 K | $12.86 M | -7.84% | 1.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 125.21 K | $12.12 M | 7.19% | 0.95% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 113.87 K | $11.03 M | 8.68% | 0.87% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 102.99 K | $9.97 M | 0.60% | 0.78% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 91.59 K | $8.87 M | -29.13% | 0.70% |
| KAYDAN WEALTH MANAGEMENT, INC. | 07/24/2026 | 86.61 K | $8.38 M | -2.49% | 0.66% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 83.73 K | $8.10 M | 18.89% | 0.64% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 80.89 K | $7.83 M | 0.60% | 0.62% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 80.16 K | $7.76 M | 5.45% | 0.61% |
| HOLISTIC FINANCIAL PARTNERS | 07/23/2026 | 78.34 K | $7.58 M | -44.30% | 0.60% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 77.77 K | $7.53 M | 12.52% | 0.59% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 74.78 K | $7.24 M | -1.43% | 0.57% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 70.12 K | $6.79 M | 0.00% | 0.53% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 69.13 K | $6.69 M | -4.16% | 0.53% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 58.97 K | $5.71 M | 2.72% | 0.45% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 07/23/2026 | 57.56 K | $5.57 M | -0.43% | 0.44% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 07/27/2026 | 44.83 K | $4.34 M | 100.00% | 0.34% |
| MIDWEST HERITAGE BANK, FSB | 07/28/2026 | 43.67 K | $4.23 M | -5.60% | 0.33% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 42.54 K | $4.12 M | -3.06% | 0.32% |
| CREATIVE PLANNING | 08/13/2026 | 41.95 K | $4.06 M | 0.57% | 0.32% |
| TRUEBLOOD WEALTH MANAGEMENT, LLC | 07/27/2026 | 41.48 K | $4.01 M | 1.26% | 0.32% |
| IFP ADVISORS, INC | 07/20/2026 | 40.38 K | $3.91 M | -3.27% | 0.31% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 37.83 K | $3.66 M | -45.48% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 37.58 K | $3.64 M | -11.21% | 0.29% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 36.38 K | $3.52 M | -3.20% | 0.28% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 35.99 K | $3.48 M | -3.79% | 0.27% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 29.34 K | $2.87 M | 29.32% | 0.22% |
| IAMS WEALTH MANAGEMENT, LLC | 07/16/2026 | 28.64 K | $2.77 M | 4.45% | 0.22% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 28.48 K | $2.76 M | 130.31% | 0.22% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 28.24 K | $2.73 M | -7.13% | 0.21% |
| REGAL INVESTMENT ADVISORS LLC | 08/14/2026 | 27.88 K | $2.70 M | -0.09% | 0.21% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 23.96 K | $2.32 M | -6.35% | 0.18% |
| TRITON WEALTH MANAGEMENT, PLLC | 08/05/2026 | 23.06 K | $2.25 M | -0.42% | 0.18% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 08/12/2026 | 20.89 K | $2.02 M | -2.34% | 0.16% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 20.50 K | $1.98 M | -6.28% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 20.49 K | $1.98 M | 0.06% | 0.16% |
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First Trust Large Capital Value AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 322 institutional investors and hedge funds held shares of First Trust Large Capital Value AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.77 M
LPL Financial LLC: 1.12 M
UBS Group AG: 779,039
ROYAL BANK OF CANADA: 455,882
ENVESTNET ASSET MANAGEMENT INC: 387,452
BANK OF AMERICA CORP /DE/: 383,334
72.74% of First Trust Large Capital Value AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.99 M shares in the last 24 months. This purchase volume represents approximately $1.29 B in transactions.