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 | 08/13/2026 | 717.08 K | $138.95 M | 3.39% | 8.85% |
| LPL FINANCIAL LLC | 08/07/2026 | 669.37 K | $129.70 M | -0.98% | 8.26% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 440.15 K | $85.29 M | -1.31% | 5.43% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 338.66 K | $65.62 M | -19.94% | 4.18% |
| UBS GROUP AG | 08/13/2026 | 225.68 K | $43.73 M | 2.20% | 2.79% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 169.43 K | $32.83 M | -18.73% | 2.09% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 152.78 K | $29.60 M | 0.80% | 1.89% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 151.78 K | $29.41 M | -3.61% | 1.87% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 135.00 K | $26.16 M | -3.26% | 1.67% |
| CX INSTITUTIONAL | 07/02/2026 | 109.24 K | $21.17 M | -4.00% | 1.35% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 95.40 K | $18.49 M | 0.92% | 1.18% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 94.36 K | $18.28 M | -1.83% | 1.16% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 79.23 K | $15.35 M | 26.93% | 0.98% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 72.54 K | $14.06 M | 24.70% | 0.90% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 71.14 K | $13.79 M | -23.13% | 0.88% |
| ROYAL BANK OF CANADA | 08/14/2026 | 68.11 K | $13.20 M | -0.56% | 0.84% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 66.60 K | $11.70 M | 2,062.88% | 0.82% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 47.78 K | $9.26 M | 29,759.38% | 0.59% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 46.99 K | $9.10 M | -0.67% | 0.58% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 07/14/2026 | 42.06 K | $223 | 15,890.87% | 0.52% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 37.73 K | $7.31 M | -0.04% | 0.47% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 37.52 K | $7.27 M | 0.63% | 0.46% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 36.19 K | $7.01 M | 7.44% | 0.45% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 35.59 K | $6.90 M | -10.53% | 0.44% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 31.14 K | $6.03 M | -2.48% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 30.05 K | $5.82 M | 14.81% | 0.37% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 29.00 K | $5.62 M | 73.44% | 0.36% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 27.00 K | $5.04 M | 11.24% | 0.33% |
| LVZ, INC. | 07/09/2026 | 26.30 K | $5.10 M | -3.77% | 0.32% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 25.39 K | $4.92 M | -6.26% | 0.31% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 21.02 K | $4.07 M | 152.83% | 0.29% |
| BKA WEALTH CONSULTING, INC. | 07/23/2026 | 21.71 K | $4.21 M | 2.74% | 0.27% |
| PROACTIVE WEALTH STRATEGIES LLC | 08/10/2026 | 20.68 K | $4.01 M | -0.46% | 0.26% |
| HFG ADVISORS, INC. | 08/07/2026 | 20.50 K | $3.97 M | 1.37% | 0.25% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 20.14 K | $3.90 M | 3.00% | 0.25% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 19.16 K | $3.71 M | 16.19% | 0.24% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 19.05 K | $3.69 M | -9.61% | 0.24% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 18.74 K | $3.63 M | -0.89% | 0.23% |
| IFP ADVISORS, INC | 07/20/2026 | 18.51 K | $3.59 M | -9.17% | 0.23% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 17.97 K | $3.48 M | -5.92% | 0.22% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 17.61 K | $3.41 M | -12.72% | 0.22% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 17.47 K | $3.39 M | -2.67% | 0.22% |
| IFS GROUP,LLC | 07/23/2026 | 16.55 K | $3.21 M | 14.89% | 0.20% |
| WEDMONT PRIVATE CAPITAL | 07/13/2026 | 15.40 K | $2.84 M | 0.00% | 0.19% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 08/12/2026 | 15.17 K | $2.94 M | -0.73% | 0.19% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 13.29 K | $2.57 M | 2.92% | 0.16% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 13.07 K | $2.53 M | -3.70% | 0.16% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 13.01 K | $2.52 M | -58.21% | 0.16% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 08/10/2026 | 12.60 K | $2.44 M | 4.63% | 0.16% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 12.16 K | $2.36 M | 474.26% | 0.15% |
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First Trust Large Capital Growth AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 304 institutional investors and hedge funds held shares of First Trust Large Capital Growth AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 717,082
LPL Financial LLC: 669,373
Janney Montgomery Scott LLC: 440,151
WELLS FARGO & COMPANY/MN: 338,661
UBS Group AG: 225,676
RAYMOND JAMES FINANCIAL INC: 169,427
61.60% of First Trust Large Capital Growth AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.93 M shares in the last 24 months. This purchase volume represents approximately $1.11 B in transactions.