First Trust Large Cap Core AlphaDEX Fund(FEX)
$139.84—
First Trust Large Cap Core AlphaDEX Fund(FEX)
NASDAQ
$139.84—
Institutional Ownership
Top 96 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | -- | Jun 30, 26 | -673 | -- |
| Aprio Wealth Management, LLC | -- | Jun 30, 26 | -1.75K | -- |
| POTENTIA WEALTH | -- | Jun 30, 26 | -10.21K | -- |
| Larson Financial Group LLC | -- | Jun 30, 26 | -246 | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -161 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -14.40K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1.28K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -295 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.02K | -- |
| TCFG WEALTH MANAGEMENT, LLC | 21.51K | Mar 31, 26 | +201 | 0.18% |
| CWM, LLC | 3.15K | Mar 31, 26 | -1.02K | 0.03% |
| COMERICA BANK | 3.01K | Dec 31, 25 | -10.05K | 0.03% |
| CIBC Private Wealth Group, LLC | 534 | Dec 31, 25 | +2 | 0.00% |
| Stephens Consulting, LLC | 462 | Dec 31, 25 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 111 | Dec 31, 25 | +111 | 0.00% |
| Abich Financial Wealth Management LLC | 12 | Sep 30, 25 | +12 | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -3.83K | -- |
| Sebold Capital Management, Inc. | 5.50K | Jun 30, 25 | +640 | 0.05% |
| Bordeaux Wealth Advisors LLC | 3.56K | Jun 30, 25 | -- | 0.03% |
| Atria Wealth Solutions, Inc. | 2.64K | Jun 30, 25 | -5.18K | 0.02% |
| Good Life Advisors, LLC | 2.02K | Jun 30, 25 | -65 | 0.02% |
| Sandy Spring Bank | 150 | Mar 31, 25 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 3.02K | Dec 31, 24 | -- | 0.03% |
| AlphaMark Advisors, LLC | 90 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 165.67K | Sep 30, 24 | -15.47K | 1.39% |
| RAYMOND JAMES & ASSOCIATES | 158.63K | Sep 30, 24 | +4.57K | 1.33% |
| Kowal Investment Group, LLC | 10.23K | Sep 30, 24 | +4 | 0.09% |
| SpiderRock Advisors, LLC | 2.09K | Sep 30, 24 | -- | 0.02% |
| Peterson Financial Group, Inc. | 98 | Sep 30, 24 | +98 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 49.72K | Jun 30, 24 | +38.54K | 0.42% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -571 | -- |
| Coppell Advisory Solutions Corp. | 71.40K | Mar 31, 24 | +71.40K | 0.60% |
| Cetera Advisors LLC | 21.30K | Mar 31, 24 | +11.39K | 0.18% |
| Cetera Advisor Networks LLC | 18.03K | Mar 31, 24 | +130 | 0.15% |
| WEALTHSOURCE PARTNERS, LLC | 147.94K | Dec 31, 23 | -1.12K | 1.24% |
| FOCUS FINANCIAL NETWORK INC /ADV | 21.76K | Dec 31, 23 | +21.76K | 0.18% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 7.86K | Sep 30, 23 | -- | 0.07% |
| COMERICA SECURITIES,INC. | 5.25K | Sep 30, 23 | +166 | 0.04% |
| Icon Wealth Partners, LLC | 3.60K | Sep 30, 23 | -- | 0.03% |
| WEALTH ADVISORS, INC. | 3.42K | Sep 30, 23 | -- | 0.03% |
| True Capital Management | 4.26K | Mar 31, 23 | -250 | 0.04% |
| Barber Financial Group, Inc. | 4.23K | Mar 31, 23 | -30 | 0.04% |
| ACG Wealth | 12.06K | Sep 30, 22 | -186 | 0.10% |
| American Portfolios Advisors | 9.41K | Sep 30, 22 | +10 | 0.08% |
| Strategic Asset Management, LLC | 1.01K | Sep 30, 22 | -- | 0.01% |
| Covington Capital Management | 89 | Sep 30, 22 | -- | 0.00% |
| Frontier Wealth Management LLC | 19.41K | Jun 30, 22 | -255 | 0.16% |
| Holloway Wealth Management, LLC | 2.80K | Mar 31, 22 | -- | 0.02% |
| NEXT Financial Group, Inc | 970 | Dec 31, 21 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 56 | Dec 31, 21 | -- | 0.00% |
| Homrich & Berg | 10.25K | Sep 30, 21 | -- | 0.09% |
| Ameritas Investment Company, LLC | 4.84K | Sep 30, 21 | +2.38K | 0.04% |
| Epstein & White Financial LLC | -- | Jun 30, 21 | -3.09K | -- |
| First Allied Advisory Services, Inc. | 19.07K | Sep 30, 20 | -12.47K | 0.16% |
| Lenox Wealth Management, Inc. | 1.47K | Jun 30, 20 | -- | 0.01% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 424 | Mar 31, 20 | +2 | 0.00% |
| Advisor Group, Inc. | 425.62K | Dec 31, 19 | -11.29K | 3.57% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 69.06K | Dec 31, 19 | -11.91K | 0.58% |
| SUNTRUST BANKS INC | 246.08K | Sep 30, 19 | -19.41K | 2.07% |
| BB&T SECURITIES, LLC | 76.72K | Sep 30, 19 | -1.07K | 0.64% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 750 | Sep 30, 19 | -- | 0.01% |
| HL FINANCIAL SERVICES LLC | 185.97K | Mar 31, 19 | +1.70K | 1.56% |
| COMERICA SECURITIES INC | 7.01K | Dec 31, 18 | +1.43K | 0.06% |
| HAYS ADVISORY LLC | 57.91K | Sep 30, 18 | -21.34K | 0.49% |
| KHP Capital, LLC | 3.56K | Sep 30, 18 | -- | 0.03% |
| Vantage Investment Advisors, LLC | 376 | Sep 30, 18 | -- | 0.00% |
| IFC Holdings Incorporated/FL | 101.32K | Dec 31, 17 | -2.93K | 0.85% |
| SII INVESTMENTS INC/WI | 15.52K | Dec 31, 17 | -38.28K | 0.13% |
| BB&T INVESTMENT SERVICES, INC. | 107 | Dec 31, 17 | +107 | 0.00% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -7.89K | -- |
| GIRARD SECURITIES, INC. | 30.50K | Sep 30, 17 | -1.41K | 0.26% |
| Commonwealth Equity Services, Inc | 163.81K | Jun 30, 17 | +32.32K | 1.37% |
| WFG Advisors, LP | 16.96K | Jun 30, 17 | -763 | 0.14% |
| RONALD BLUE & CO LLC | 5.26K | Jun 30, 17 | -- | 0.04% |
| Independent Portfolio Consultants, Inc. | 330 | Jun 30, 17 | +330 | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -7.66K | -- |
| Integrated Wealth Management | 35.01K | Mar 31, 17 | +4.03K | 0.29% |
| MSI Financial Services Inc | 384.12K | Dec 31, 16 | +135.00K | 3.22% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -4.96K | -- |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 39.56K | Sep 30, 16 | +1.91K | 0.33% |
| WESTPORT RESOURCES MANAGEMENT INC | 1.35K | Sep 30, 16 | -- | 0.01% |
| SOCIETE GENERALE | 5.22K | Jun 30, 16 | +5.22K | 0.04% |
| MID CONTINENT CAPITAL LLC/IL | 33.37K | Sep 30, 15 | -10.49K | 0.28% |
| SOUTH GEORGIA CAPITAL, LLC | 650 | Sep 30, 15 | -- | 0.01% |
| MANAGED ACCOUNT ADVISORS LLC | 38.89K | Jun 30, 15 | -11.18K | 0.33% |
| FolioMetrix LLC | 2.78K | Jun 30, 15 | +2.78K | 0.02% |
| BAIRD ROBERT W & CO INC /WI/ | 136.13K | Mar 31, 15 | -5.42K | 1.14% |
| Placemark Investments, Inc. | 151.77K | Dec 31, 14 | +34.86K | 1.27% |
| NEW ENGLAND SECURITIES CORP /MA/ | 10.09K | Dec 31, 14 | +3 | 0.08% |
| FOUNDERS BANK & TRUST | 295 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 1.49M | Sep 30, 14 | +266.12K | 12.53% |
| KMS FINANCIAL SERVICES, INC | 5.15K | Jun 30, 14 | +5.15K | 0.04% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -6.22K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 69.00K | Sep 30, 13 | +19.01K | 0.58% |
| KNIGHT CAPITAL GROUP LLC | 23.63K | Jun 30, 13 | +6.49K | 0.20% |
| First Allied Securities, Inc. | 14.19K | Jun 30, 12 | +1.24K | 0.12% |