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

$121.42-0.02 (-0.02%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$90.17$99.55$108.92$118.30$127.67Jul 24May 25Mar 26

FEX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+214K+$25.0B
SILVER OAK SECURITIES, INCORPORATEDNew Position+136K+$16.3B
ROYAL BANK OF CANADAIncreased+54K+$6.0B
KPP Advisory Services LLCNew Position+32K+$3.8B
D.A. DAVIDSON & CO.New Position+26K+$3.0B
RAYMOND JAMES FINANCIAL INCIncreased+27K+$2.4B
OPPENHEIMER & CO INCNew Position+17K+$2.1B
Belpointe Asset Management LLCNew Position+17K+$2.0B
Atlanta Consulting Group Advisors, LLCNew Position+15K+$1.8B
Golden State Wealth Management, LLCNew Position+12K+$1.4B
Morey & Quinn Wealth Partners, LLCNew Position+12K+$1.4B
Kaydan Wealth Management, Inc.New Position+11K+$1.3B
WETZEL INVESTMENT ADVISORS, INC.New Position+9K+$1.1B
RIK SAYLOR FINANCIAL, INC.New Position+9K+$1.1B
US BANCORP \DE\Increased+8K+$1.1B

FEX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-11K-$117.5B
HBK Sorce Advisory LLCDecreased-5K-$21.8B
Cetera Investment AdvisersDecreased-9-$13.4B
Kingsview Wealth Management, LLCDecreased-7K-$8.3B
OSAIC HOLDINGS, INC.Decreased-61K-$7.7B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-1K-$7.3B
CITADEL ADVISORS LLCDecreased-18K-$2.7B
HighTower Advisors, LLCDecreased-2K-$2.3B
Creative PlanningDecreased-974-$1.9B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-15K-$1.7B
Arax Advisory PartnersDecreased-7K-$1.4B
Integrated Wealth Concepts LLCDecreased-3K-$1.2B
COMERICA BANKDecreased-10K-$1.2B
JPMORGAN CHASE & CODecreased-1K-$1.1B
Hershey Financial Advisers, LLCClosed Position-9K-$1.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN330,100$39.0B7.10%Share
2ROYAL BANK OF CANADA221,656$26.0B4.23%Share
3COMMONWEALTH EQUITY SERVICES, LLC213,869$25.0B33.33%Share
4UBS Group AG200,430$23.8B3.86%Share
5WELLS FARGO & COMPANY/MN173,040$20.0B3.64%Share
6RAYMOND JAMES FINANCIAL INC171,296$20.0B6.22%Share
7OSAIC HOLDINGS, INC.158,609$18.0B26.30%Share
8BANK OF AMERICA CORP /DE/152,567$18.0B1.31%Share
9SILVER OAK SECURITIES, INCORPORATED136,499$16.3B1.10%Share
10RAYMOND JAMES FINANCIAL INC131,201$15.0B4.67%Share
11Private Advisor Group, LLC93,356$11.0B51.75%Share
12US BANCORP \DE\78,877$9.4B10.96%Share
13BANK OF AMERICA CORP /DE/75,230$8.0B0.58%Share
14Triumph Capital Management51,976$6.2B1.33%Share
15FIRST TRUST ADVISORS LP47,349$5.0B3.63%Share
16Rockefeller Capital Management L.P.46,614$5.0B9.00%Share
17GOLDMAN SACHS GROUP INC34,513$4.0B0.49%Share
18KPP Advisory Services LLC31,817$3.8B0.55%Share
19D.A. DAVIDSON & CO.25,591$3.0B18.59%Share
20TCFG WEALTH MANAGEMENT, LLC21,306$2.5B0.99%Share
21AssuredPartners Investment Advisors, LLC17,385$2.1B0.31%Share
22OPPENHEIMER & CO INC17,335$2.1B29.19%Share
23Belpointe Asset Management LLC16,898$2.0B0.07%Share
24Baird Financial Group, Inc.23,704$2.0B3.12%Share
25Atlanta Consulting Group Advisors, LLC15,049$1.8B0.40%Share
26Golden State Wealth Management, LLC12,209$1.4B0.15%Share
27Morey & Quinn Wealth Partners, LLC12,007$1.4B1.02%Share
28Wedmont Private Capital11,679$1.4B0.05%Share
29POTENTIA WEALTH11,231$1.3B0.49%Share
30Kaydan Wealth Management, Inc.10,683$1.3B0.37%Share
31Stratos Wealth Partners, LTD.10,540$1.3B14.13%Share
32Prosperity Consulting Group, LLC10,504$1.2B0.06%Share
33WETZEL INVESTMENT ADVISORS, INC.9,480$1.1B0.46%Share
34RIK SAYLOR FINANCIAL, INC.9,365$1.1B0.81%Share
35Farrell Financial LLC8,506$1.0B0.59%Share
36STIFEL FINANCIAL CORP12,530$1.0B0.90%Share
37Focus Partners Wealth11,738$1.0B1.14%Share
38Steward Partners Investment Advisory, LLC10,854$1.0B5.48%Share
39Arkadios Wealth Advisors10,669$1.0B19.39%Share
40FMR LLC8,544$1.0B0.05%Share
41Ancora Advisors LLC9,967$1.0B0.02%Share
42PARK NATIONAL CORP /OH/8,305$985.0M0.03%Share
43Independent Wealth Network Inc.7,530$893.0M0.27%Share
44Richmond Investment Services, LLC7,438$882.0M0.15%Share
45WealthPlan Investment Management, LLC5,316$630.0M0.04%Share
46Regal Investment Advisors LLC5,113$606.0M0.04%Share
47HFG Advisors, Inc.4,562$541.0M0.39%Share
48Walkner Condon Financial Advisors LLC4,228$501.0M0.07%Share
49Apollon Financial, LLC4,009$475.0M0.07%Share
50Fortis Capital Advisors, LLC4,000$474.0M0.07%Share

FEX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025214$326.3B+90
Q3 2025124$439.4B-63
Q2 2025187$516.2B-10
Q1 2025197$656.4B+12
Q4 2024185$15.5T+31
Q3 2024154$113.7T+4
Q2 2024150$16.4T+8
Q1 2024142$13.9T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold FEX (First Trust Large Cap Core AlphaDEX Fund). The largest holder is WELLS FARGO & COMPANY/MN with $39.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FEX?

As of Q4 2025, 50 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 WELLS FARGO & COMPANY/MN with $39.0B in shares.

Is institutional ownership of FEX increasing or decreasing?

This quarter, 12 institutions opened new positions in FEX and 2 closed their positions.