Who Owns FEX?
First Trust Large Cap Core AlphaDEX Fund — Institutional Ownership & 13F Holdings
$130.04
+1.95 (+1.53%)
Market Cap
$1.5B
Shares Outstanding
10,730,300
Institutional Holders
197
Total Inst. Value
$617.4M
% of Float Held
—
QoQ Holder Change
+55
Institutional data as of Q1 2025
New Positions
32
Closed Positions
20
Increased
56
Decreased
63
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $121.3M | 1,183,500 |
| 2 | WELLS FARGO & COMPANY/MN | $54.7M | 533,857 |
| 3 | Janney Montgomery Scott LLCNew | $52.9M | 516,176 |
| 4 | RAYMOND JAMES FINANCIAL INC | $30.4M | 296,546 |
| 5 | Cambridge Investment Research Advisors, Inc. | $26.6M | 259,575 |
| 6 | OSAIC HOLDINGS, INC. | $22.5M | 219,683 |
| 7 | BANK OF AMERICA CORP /DE/ | $22.2M | 216,403 |
| 8 | UBS Group AG | $22.0M | 214,807 |
| 9 | HBK Sorce Advisory LLC | $18.8M | 183,894 |
| 10 | AssuredPartners Investment Advisors, LLC | $16.9M | 164,824 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +65K | $54.7M |
| Janney Montgomery Scott LLCNew | +516K | $52.9M |
| RAYMOND JAMES FINANCIAL INC | +9K | $30.4M |
| Cambridge Investment Research Advisors, Inc. | +157K | $26.6M |
| OSAIC HOLDINGS, INC. | +51K | $22.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | -30K | $3.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -24K | $680K |
| MORGAN STANLEY | -15K | $121.3M |
| Kingsview Wealth Management, LLC | -11K | $8K |
| BANK OF AMERICA CORP /DE/ | -9K | $22.2M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold FEX?
As of Q1 2025, 197 institutional investors report holding FEX (First Trust Large Cap Core AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FEX?
The largest institutional holder of FEX is MORGAN STANLEY with $121.3M in shares.
Are institutions buying or selling FEX?
This quarter, 32 institutions opened new positions in FEX and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.