Who Owns First Trust Large Cap Core AlphaDEX Fund (FEX)?Hedge Fund & Institutional Holders

$122.83-0.39 (-0.31%)Financial ServicesNASDAQ

Institutional Holders

197

as of QNaN NaN

Total Institutional Value

$656.4T

% of Float Held

—

QoQ Change in Holders

+197 / -0

Price History

FEX — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
MORGAN STANLEYNew	1.2M	$121.3T	8.67%
LPL Financial LLCNew	973K	$99.7T	38.77%
WELLS FARGO & COMPANY/MNNew	534K	$54.7T	12.42%
RAYMOND JAMES FINANCIAL INCNew	297K	$30.4T	11.44%
OSAIC HOLDINGS, INC.New	220K	$22.5T	50.17%
BANK OF AMERICA CORP /DE/New	216K	$22.2T	1.79%
UBS Group AGNew	215K	$22.0T	4.05%
COMMONWEALTH EQUITY SERVICES, LLCNew	214K	$22.0T	31.10%
HBK Sorce Advisory LLCNew	184K	$18.8T	0.55%
AssuredPartners Investment Advisors, LLCNew	165K	$16.9T	3.26%
TRUIST FINANCIAL CORPNew	162K	$16.6T	26.63%
SILVER OAK SECURITIES, INCORPORATEDNew	144K	$14.6T	1.34%
ROYAL BANK OF CANADANew	131K	$13.4T	2.80%
Strategic Blueprint, LLCNew	107K	$11.0T	0.60%
Private Advisor Group, LLCNew	92K	$9.4T	56.98%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	MORGAN STANLEY	1,183,500	$121.3T	8.67%	New
2	LPL Financial LLC	973,149	$99.7T	38.77%	New
3	WELLS FARGO & COMPANY/MN	533,857	$54.7T	12.42%	New
4	RAYMOND JAMES FINANCIAL INC	296,546	$30.4T	11.44%	New
5	OSAIC HOLDINGS, INC.	219,683	$22.5T	50.17%	New
6	BANK OF AMERICA CORP /DE/	216,403	$22.2T	1.79%	New
7	UBS Group AG	214,807	$22.0T	4.05%	New
8	COMMONWEALTH EQUITY SERVICES, LLC	214,492	$22.0T	31.10%	New
9	HBK Sorce Advisory LLC	183,894	$18.8T	0.55%	New
10	AssuredPartners Investment Advisors, LLC	164,824	$16.9T	3.26%	New
11	TRUIST FINANCIAL CORP	162,476	$16.6T	26.63%	New
12	SILVER OAK SECURITIES, INCORPORATED	143,993	$14.6T	1.34%	New
13	ROYAL BANK OF CANADA	130,570	$13.4T	2.80%	New
14	Strategic Blueprint, LLC	107,076	$11.0T	0.60%	New
15	Private Advisor Group, LLC	91,943	$9.4T	56.98%	New
16	Cetera Investment Advisers	88,033	$9.0T	17.47%	New
17	Triumph Capital Management	82,513	$8.5T	2.82%	New
18	Kingsview Wealth Management, LLC	76,135	$7.8T	100.00%	New
19	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	68,853	$7.1T	5.77%	New
20	US BANCORP \DE\	63,807	$6.5T	8.73%	New
21	GREAT VALLEY ADVISOR GROUP, INC.	63,435	$6.5T	0.14%	New
22	ENVESTNET ASSET MANAGEMENT INC	56,813	$5.8T	1.88%	New
23	Chicago Partners Investment Group LLC	56,125	$5.7T	0.19%	New
24	BENJAMIN EDWARDS INC	50,687	$5.2T	72.52%	New
25	FIRST TRUST ADVISORS LP	49,641	$5.1T	4.50%	New
26	Rockefeller Capital Management L.P.	40,029	$4.1T	10.12%	New
27	Golden State Wealth Management, LLC	29,186	$3.0T	0.22%	New
28	KPP Advisory Services LLC	28,917	$3.0T	0.56%	New
29	D.A. DAVIDSON & CO.	26,649	$2.7T	21.93%	New
30	Creative Planning	25,479	$2.6T	2.45%	New
31	GOLDMAN SACHS GROUP INC	25,070	$2.6T	0.42%	New
32	Baird Financial Group, Inc.	22,806	$2.3T	4.50%	New
33	Keystone Wealth Services, LLC	22,157	$2.3T	0.61%	New
34	&PARTNERS	21,995	$2.2T	23.77%	New
35	TCFG WEALTH MANAGEMENT, LLC	21,797	$2.2T	1.12%	New
36	PKS Advisory Services, LLC	36,325	$2.0T	0.54%	New
37	HighTower Advisors, LLC	18,312	$1.9T	2.55%	New
38	STIFEL FINANCIAL CORP	17,824	$1.8T	1.94%	New
39	Arkadios Wealth Advisors	17,785	$1.8T	0.07%	New
40	Belpointe Asset Management LLC	17,540	$1.8T	0.09%	New
41	OPPENHEIMER & CO INC	16,090	$1.6T	24.89%	New
42	CAPTRUST FINANCIAL ADVISORS	15,422	$1.6T	3.96%	New
43	POTENTIA WEALTH	15,293	$1.6T	0.73%	New
44	Atlanta Consulting Group Advisors, LLC	15,049	$1.5T	0.45%	New
45	AE Wealth Management LLC	13,667	$1.4T	11.78%	New
46	COMERICA BANK	12,913	$1.3T	5.56%	New
47	EPG Wealth Management LLC	12,786	$1.3T	0.36%	New
48	WETZEL INVESTMENT ADVISORS, INC.	12,758	$1.3T	0.66%	New
49	Morey & Quinn Wealth Partners, LLC	12,121	$1.2T	1.03%	New
50	Kaydan Wealth Management, Inc.	11,143	$1.1T	0.37%	New

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As of QNaN NaN, 197 institutional investors hold FEX (First Trust Large Cap Core AlphaDEX Fund). The largest holder is MORGAN STANLEY with $121.3T in shares. This quarter, 197 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FEX?

As of QNaN NaN, 197 institutional investors report holding FEX (First Trust Large Cap Core AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FEX?

The largest institutional holder of FEX is MORGAN STANLEY with $121.3T in shares.

Is institutional ownership of FEX increasing or decreasing?

This quarter, 197 institutions opened new positions in FEX and 0 closed their positions.