First Trust Large Capital Growth AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 714.03 K | $114.16 M | -5.03% | 9.11% |
| LPL FINANCIAL LLC | 02/11/2026 | 690.78 K | $110.44 M | -1.76% | 8.88% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 444.93 K | $71.13 M | 0.76% | 5.72% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 418.06 K | $66.84 M | -0.31% | 5.34% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 271.02 K | $43.33 M | 11.29% | 3.46% |
| UBS GROUP AG | 01/29/2026 | 227.09 K | $36.31 M | -2.11% | 2.90% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 186.23 K | $29.77 M | -3.33% | 2.38% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 171.10 K | $27.35 M | -1.59% | 2.18% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 150.46 K | $24.06 M | 1.59% | 1.92% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 144.32 K | $23.07 M | -4.24% | 1.84% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 113.77 K | $18.19 M | 5.16% | 1.41% |
| CX INSTITUTIONAL | 02/02/2026 | 107.78 K | $17.23 M | 2.61% | 1.40% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 102.55 K | $16.39 M | -8.16% | 1.31% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 96.58 K | $15.44 M | -2.89% | 1.23% |
| WIN ADVISORS, INC | 02/04/2026 | 90.86 K | $14.53 M | 100.00% | 1.18% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 72.16 K | $11.54 M | 14.38% | 0.93% |
| ROYAL BANK OF CANADA | 02/17/2026 | 67.30 K | $10.76 M | 8.40% | 0.86% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 48.91 K | $7.82 M | 48.34% | 0.63% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 42.36 K | $6.77 M | 2.13% | 0.55% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 40.02 K | $6.40 M | 9.74% | 0.51% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 38.11 K | $6.09 M | -5.35% | 0.49% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 38.47 K | $6.15 M | 75.74% | 0.49% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 37.04 K | $5.92 M | -1.46% | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 30.47 K | $4.87 M | 1.13% | 0.39% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 27.73 K | $4.43 M | -8.47% | 0.35% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 01/23/2026 | 23.89 K | $3.82 M | -3.19% | 0.31% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 23.46 K | $3.75 M | -10.67% | 0.30% |
| LVZ, INC. | 02/10/2026 | 23.31 K | $3.73 M | -5.06% | 0.30% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 22.12 K | $3.54 M | 10.29% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 21.65 K | $3.46 M | 4.18% | 0.28% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 20.60 K | $3.29 M | 11.77% | 0.26% |
| HFG ADVISORS, INC. | 02/13/2026 | 19.94 K | $3.19 M | 1.92% | 0.26% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 19.62 K | $3.14 M | 7.20% | 0.25% |
| IFP ADVISORS, INC | 02/06/2026 | 19.23 K | $3.07 M | -8.33% | 0.25% |
| WESTERN WEALTH MANAGEMENT, LLC | 02/05/2026 | 18.77 K | $3.00 M | -6.28% | 0.24% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 19.02 K | $3.04 M | -0.99% | 0.24% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 18.74 K | $3.00 M | 100.00% | 0.24% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 17.60 K | $2.81 M | -37.26% | 0.22% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 15.80 K | $2.53 M | 161.02% | 0.20% |
| WEDMONT PRIVATE CAPITAL | 01/08/2026 | 15.40 K | $2.54 M | 0.00% | 0.20% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 02/03/2026 | 15.38 K | $2.46 M | -1.56% | 0.20% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 14.35 K | $2.29 M | 0.00% | 0.18% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 13.76 K | $2.20 M | -0.71% | 0.18% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 13.71 K | $2.19 M | 17.10% | 0.18% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02/17/2026 | 13.33 K | $2.13 M | -6.01% | 0.17% |
| BELVEDERE TRADING LLC | 02/10/2026 | 13.30 K | $2.13 M | 8.13% | 0.17% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 02/06/2026 | 12.33 K | $1.97 M | 40.92% | 0.16% |
| BKA WEALTH CONSULTING, INC. | 01/20/2026 | 12.07 K | $1.93 M | -1.53% | 0.16% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 11.37 K | $1.82 M | -8.60% | 0.15% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 11.29 K | $1.81 M | -1.19% | 0.15% |
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First Trust Large Capital Growth AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 288 institutional investors and hedge funds held shares of First Trust Large Capital Growth AlphaDEX Fund. The most heavily invested institutionals were:
Janney Montgomery Scott LLC: 445,998
UBS Group AG: 220,814
COMMONWEALTH EQUITY SERVICES, LLC: 157,463
CX Institutional: 113,785
Cambridge Investment Research Advisors, Inc.: 92,550
U.S. Capital Wealth Advisors, LLC: 44,872
69.14% of First Trust Large Capital Growth AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.17 M shares in the last 24 months. This purchase volume represents approximately $1.15 B in transactions.