First Trust Large Cap Core AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 1.13 M | $131.99 M | -2.96% | 9.55% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.01 M | $117.65 M | 2.19% | 8.51% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 509.45 K | $59.52 M | -2.67% | 4.30% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 503.27 K | $58.79 M | -0.74% | 4.25% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 278.83 K | $32.57 M | -0.14% | 2.36% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 228.88 K | $26.74 M | 0.84% | 1.93% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 222.35 K | $25.71 M | -2.30% | 1.88% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 216.38 K | $25.28 M | 0.02% | 1.83% |
| UBS GROUP AG | 11/13/2025 | 203.48 K | $23.77 M | 3.20% | 1.72% |
| HBK SORCE ADVISORY LLC | 10/16/2025 | 184.76 K | $21.50 M | -0.29% | 1.56% |
| ROYAL BANK OF CANADA | 11/14/2025 | 171.44 K | $20.03 M | 8.08% | 1.45% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 170.53 K | $19.92 M | 3.14% | 1.44% |
| SILVER OAK SECURITIES, INCORPORATED | 10/21/2025 | 155.31 K | $18.14 M | 11.75% | 1.31% |
| STRATEGIC BLUEPRINT, LLC | 10/23/2025 | 130.32 K | $15.22 M | 26.08% | 1.10% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 114.68 K | $13.40 M | 4.83% | 0.97% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 92.04 K | $10.75 M | -2.07% | 0.78% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 86.91 K | $10.15 M | -1.83% | 0.73% |
| US BANCORP \DE\ | 11/12/2025 | 71.06 K | $8.30 M | 5.23% | 0.60% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2025 | 70.81 K | $8.27 M | -3.79% | 0.60% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/14/2025 | 62.75 K | $7.33 M | -0.02% | 0.53% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 61.62 K | $7.20 M | -7.52% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 56.34 K | $6.58 M | 0.53% | 0.48% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 55.41 K | $6.53 M | -0.67% | 0.47% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 54.58 K | $6.38 M | 3.88% | 0.46% |
| TRIUMPH CAPITAL MANAGEMENT | 12/23/2025 | 53.19 K | $6.21 M | -35.89% | 0.45% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 47.99 K | $5.61 M | -1.29% | 0.41% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 40.06 K | $4.68 M | -0.37% | 0.34% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 38.17 K | $4.46 M | 60.50% | 0.32% |
| KPP ADVISORY SERVICES LLC | 11/03/2025 | 31.48 K | $3.68 M | 1.57% | 0.27% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 28.58 K | $3.34 M | 0.41% | 0.24% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 25.94 K | $3.03 M | -0.80% | 0.22% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 25.55 K | $2.99 M | -11.63% | 0.22% |
| CITADEL ADVISORS LLC | 11/14/2025 | 23.05 K | $2.69 M | -21.94% | 0.19% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 22.26 K | $2.60 M | -0.22% | 0.19% |
| KEYSTONE WEALTH SERVICES, LLC | 10/22/2025 | 21.75 K | $2.54 M | -1.58% | 0.18% |
| TCFG WEALTH MANAGEMENT, LLC | 11/21/2025 | 21.67 K | $2.53 M | -0.30% | 0.18% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 19.51 K | $2.28 M | 7.85% | 0.16% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 17.60 K | $2.06 M | -1.23% | 0.15% |
| BELPOINTE ASSET MANAGEMENT LLC | 11/03/2025 | 17.54 K | $2.05 M | 0.00% | 0.15% |
| OPPENHEIMER & CO INC | 11/06/2025 | 17.44 K | $2.04 M | 1.22% | 0.15% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 10/06/2025 | 17.17 K | $2.01 M | -9.28% | 0.15% |
| CREATIVE PLANNING | 11/14/2025 | 16.22 K | $1.89 M | 7.12% | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 16.17 K | $1.89 M | 0.01% | 0.14% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2025 | 15.84 K | $1.85 M | -0.22% | 0.13% |
| ATLANTA CONSULTING GROUP ADVISORS, LLC | 11/05/2025 | 15.05 K | $1.76 M | 0.00% | 0.13% |
| FOCUS FINANCIAL NETWORK, INC. | 10/10/2025 | 15.00 K | $1.75 M | -5.74% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 14.71 K | $1.72 M | 34.67% | 0.12% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 13.50 K | $1.58 M | 1.15% | 0.11% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 13.32 K | $1.56 M | 2.03% | 0.11% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 11/03/2025 | 13.29 K | $1.55 M | -6.26% | 0.11% |
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First Trust Large Cap Core AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 245 institutional investors and hedge funds held shares of First Trust Large Cap Core AlphaDEX Fund. The most heavily invested institutionals were:
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 4.21 M
TRUIST FINANCIAL CORP: 175,357
SILVER OAK SECURITIES, INCORPORATED: 136,499
BIP Wealth, LLC: 132,719
US BANCORP \DE\: 78,877
Chicago Partners Investment Group LLC: 54,873
59.85% of First Trust Large Cap Core AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.26 M shares in the last 24 months. This purchase volume represents approximately $1.93 B in transactions.