Who owns First Trust Large Cap Core AlphaDEX Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FEX from SEC Form 13F filings across 243 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 243 institutions disclosed 7.3M shares of First Trust Large Cap Core AlphaDEX Fund worth $1.02B — about 61.1% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
243
13F holders
$1.02B
value, 2026 filers
61.1%
of shares outstanding (7.3M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FEX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.1M | $148.9M | 0.0% | 8.9% | +0.5% |
| 2 | LPL Financial LLC | 778,330 | $108.9M | 0.0% | 6.5% | -20.0% |
| 3 | Janney Montgomery Scott LLC | 509,390 | $71.3M | 0.1% | 4.3% | -0.4% |
| 4 | WELLS FARGO & COMPANY/MN | 479,180 | $67.0M | 0.0% | 4% | -10.7% |
| 5 | RAYMOND JAMES FINANCIAL INC | 268,371 | $37.5M | 0.0% | 2.3% | +6.4% |
| 6 | BANK OF AMERICA CORP /DE/ | 224,857 | $31.5M | 0.0% | 1.9% | -4.2% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 217,999 | $30.5M | 0.0% | 1.8% | +2.0% |
| 8 | Modern Wealth Management, LLC | 212,851 | $29.8M | 0.4% | 1.8% | +11857.9% |
| 9 | ROYAL BANK OF CANADA | 185,960 | $26.0M | 0.0% | 1.6% | +19.6% |
| 10 | UBS Group AG | 184,252 | $25.8M | 0.0% | 1.5% | 0.0% |
| 11 | OSAIC HOLDINGS, INC. | 175,394 | $24.5M | 0.0% | 1.5% | +42.4% |
| 12 | HBK Sorce Advisory LLC | 174,191 | $24.3M | 0.5% | 1.5% | -1.5% |
| 13 | TRUIST FINANCIAL CORP | 156,941 | $22.0M | 0.0% | 1.3% | +3.8% |
| 14 | &PARTNERS | 137,868 | $18.5M | 0.1% | 1.2% | +143.5% |
| 15 | Crusonia Wealth Advisors LLC | 132,071 | $18.5M | 3.0% | 1.1% | -0.1% |
| 16 | SILVER OAK SECURITIES, INCORPORATED | 131,869 | $18.4M | 1.1% | 1.1% | -2.0% |
| 17 | Private Advisor Group, LLC | 130,523 | $18.3M | 0.1% | 1.1% | +39.8% |
| 18 | Cetera Investment Advisers | 120,610 | $16.9M | 0.0% | 1% | +2.1% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 86,559 | $12.1M | 0.0% | 0.7% | +44.1% |
| 20 | Elevation Capital Advisory, LLC | 84,534 | $11.8M | 4.6% | 0.7% | +72.2% |
| 21 | GREAT VALLEY ADVISOR GROUP, INC. | 66,153 | $9.3M | 0.1% | 0.6% | +7.3% |
| 22 | Kingsview Wealth Management, LLC | 61,448 | $8.6M | 0.1% | 0.5% | +0.8% |
| 23 | BIP Wealth, LLC | 60,352 | $8.4M | 0.2% | 0.5% | -52.5% |
| 24 | Ameritas Advisory Services, LLC | 60,274 | $8.4M | 0.2% | 0.5% | +1168.7% |
| 25 | Cambridge Investment Research Advisors, Inc. | 59,848 | $8.4M | 0.0% | 0.5% | -34.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.