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 | 05/15/2026 | 693.60 K | $106.91 M | -2.86% | 8.90% |
| LPL FINANCIAL LLC | 05/06/2026 | 675.98 K | $104.20 M | -2.14% | 8.67% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 446.00 K | $68.75 M | 0.24% | 5.72% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 423.03 K | $65.21 M | 1.19% | 5.43% |
| UBS GROUP AG | 05/05/2026 | 220.81 K | $34.04 M | -2.76% | 2.83% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 208.48 K | $32.14 M | -23.08% | 2.67% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 157.46 K | $24.27 M | -15.45% | 2.02% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 151.57 K | $23.36 M | 0.73% | 1.94% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 139.55 K | $21.51 M | -3.30% | 1.79% |
| CX INSTITUTIONAL | 04/06/2026 | 113.79 K | $17.54 M | 5.57% | 1.46% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 96.12 K | $14.82 M | -6.27% | 1.23% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 94.53 K | $14.57 M | -2.13% | 1.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 92.55 K | $14.27 M | -18.65% | 1.19% |
| ROYAL BANK OF CANADA | 05/15/2026 | 68.49 K | $10.56 M | 1.78% | 0.88% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 62.42 K | $9.62 M | -13.51% | 0.80% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 58.17 K | $8.97 M | 18.93% | 0.75% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 47.30 K | $7.29 M | 101.62% | 0.61% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 44.87 K | $6.92 M | 5.93% | 0.58% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 39.77 K | $6.13 M | 100.00% | 0.51% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 37.75 K | $5.82 M | -0.94% | 0.48% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 37.28 K | $5.75 M | 0.65% | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 33.69 K | $5.19 M | 10.54% | 0.43% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 31.93 K | $4.92 M | -81.34% | 0.41% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 31.14 K | $4.80 M | 97.05% | 0.40% |
| LVZ, INC. | 04/28/2026 | 27.33 K | $4.21 M | 17.22% | 0.35% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 27.09 K | $4.18 M | -2.29% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 26.17 K | $4.03 M | -34.60% | 0.34% |
| WIN ADVISORS, INC | 05/01/2026 | 25.36 K | $3.91 M | -72.09% | 0.33% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 04/20/2026 | 24.28 K | $3.74 M | 1.61% | 0.31% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 24.27 K | $3.66 M | 9.72% | 0.31% |
| BKA WEALTH CONSULTING, INC. | 04/13/2026 | 21.13 K | $3.26 M | 75.08% | 0.27% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 21.07 K | $3.25 M | -2.65% | 0.27% |
| PROACTIVE WEALTH STRATEGIES LLC | 04/29/2026 | 20.78 K | $3.20 M | 97.79% | 0.27% |
| IFP ADVISORS, INC | 04/13/2026 | 20.38 K | $3.14 M | 5.95% | 0.26% |
| HFG ADVISORS, INC. | 05/08/2026 | 20.22 K | $3.12 M | 1.38% | 0.26% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 20.18 K | $3.11 M | -2.04% | 0.26% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 19.56 K | $3.01 M | -0.33% | 0.25% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 19.10 K | $3.05 M | 0.42% | 0.25% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 18.91 K | $2.92 M | 0.94% | 0.24% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 16.72 K | $2.58 M | -4.98% | 0.24% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 17.95 K | $2.77 M | -4.38% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 16.95 K | $2.61 M | -55.95% | 0.22% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 16.49 K | $2.54 M | 20.34% | 0.21% |
| WEDMONT PRIVATE CAPITAL | 04/09/2026 | 15.40 K | $2.51 M | 0.00% | 0.20% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 05/13/2026 | 15.28 K | $2.36 M | -0.63% | 0.20% |
| 05/18/2026 | 14.41 K | $2.22 M | 100.00% | 0.18% | |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 13.57 K | $2.09 M | -5.44% | 0.17% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 13.22 K | $2.04 M | -3.94% | 0.17% |
| BELVEDERE TRADING LLC | 05/12/2026 | 13.00 K | $2.00 M | -2.26% | 0.17% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 12.91 K | $1.99 M | 14.32% | 0.17% |
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First Trust Large Capital Growth AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 289 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: 440,151
COMMONWEALTH EQUITY SERVICES, LLC: 151,776
CX Institutional: 109,235
BENJAMIN EDWARDS INC: 79,225
Cambridge Investment Research Advisors, Inc.: 71,139
SPIRIT OF AMERICA MANAGEMENT CORP/NY: 42,056
64.98% of First Trust Large Capital Growth AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.89 M shares in the last 24 months. This purchase volume represents approximately $1.11 B in transactions.