First Trust Large Cap Core AlphaDEX Fund
FEX • NASDAQ
First Trust Large Cap Core AlphaDEX Fund is an exchange-traded fund on NASDAQ. As of Q3 2025, 206 institutional investors hold shares in this ETF, with total holdings valued at $823.4M. MORGAN STANLEY is the largest holder with a position valued at $132.0M.
Overview
Overview of institutional ownership in FEX as of Q3 2025
All Institutions
- Institutions
- 206
- Value Held
- $823.4M
- Shares Held
- 7.1M
- Avg Position
- $4.0M
- Median Position
- $458.3K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $24.8M
- Shares Held
- 212.9K
- Avg Position
- $6.2M
- Median Position
- $1.5M
Biggest Investors
Institutions with the largest positions in FEX as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $132.0M 0.01% of portfolio |
L LPL Financial LLC Institution | $117.6M 0.03% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $59.5M 0.15% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $58.8M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $32.6M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $26.7M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $25.7M 0.04% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $25.3M 0.04% of portfolio |
 UBS Group AG Institution | $23.8M 0.00% of portfolio |
 HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy | $21.5M 0.53% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FEX in Q3 2025
- Traded
- −$4.2M
- Buyers
- 76
- Sellers
- 76
- Total Bought
- +$18.4M
- Total Sold
- −$22.6M
- Avg Position
- $3.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Strategic Blueprint, LLC RIA/Wealth | +$3.1M +27.0K shares |
L LPL Financial LLC Institution | +$2.5M +21.6K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | +$1.9M +16.3K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.7M +14.4K shares |
R ROYAL BANK OF CANADA Institution | +$1.5M +12.8K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | +$840.9K +7.2K shares |
UBS Group AG Institution | +$737.7K +6.3K shares |
 Cetera Investment Advisers RIA/Wealth | +$616.8K +5.3K shares |
 BB&T CORP Institution | +$607.4K +5.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$442.3K +3.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$4.0M −34.5K shares |
 Triumph Capital Management RIA/Wealth | −$3.5M −29.8K shares |
V Virtu Financial LLC Institution | −$1.9M −16.1K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.8M −15.9K shares |
Janney Montgomery Scott LLC RIA/Wealth | −$1.6M −14.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$756.8K −6.5K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$652.5K −5.6K shares |
 Hershey Financial Advisers, LLC RIA/Wealth | −$625.7K −5.4K shares |
A Advisor Group Holdings, Inc. Institution | −$605.7K −5.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$585.6K −5.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FEX in Q3 2025
- New Positions
- 9
- New Value
- $1.3M
- Exited Positions
- 9
- Exited Value
- $3.8M
New Positions
| Institution | Position Value |
|---|---|
 Equitable Holdings, Inc. Institution | $349.1K 3.0K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $342.6K 2.9K shares |
 Meeder Advisory Services, Inc. Long Only Manager | $210.6K 1.8K shares |
 D.B. Root & Company, LLC RIA/Wealth | $206.8K 1.8K shares |
A Atlantic Trust Group, LLC Institution | $62.2K 532.0 shares |
 Wealth Watch Advisors, INC RIA/Wealth | $61.2K 524.0 shares |
R Rossby Financial, LCC RIA/Wealth | $53.6K 458.0 shares |
 Washington Trust Advisors, Inc. RIA/Wealth | $40.1K 343.0 shares |
A Abich Financial Wealth Management LLC RIA/Wealth | $1.4K 12.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
O OLD MISSION CAPITAL LLC Institution | $1.8M 15.9K shares |
C Cyndeo Wealth Partners, LLC RIA/Wealth | $566.7K 5.2K shares |
 Sargent Investment Group, LLC RIA/Wealth | $465.7K 4.2K shares |
$420.8K 3.8K shares | |
 Camelot Portfolios, LLC RIA/Wealth | $389.8K 3.5K shares |
 MAI Wealth Advisors RIA/Wealth | $191.1K 1.7K shares |
B Beacon Capital Management, LLC RIA/Wealth | $27.1K 246.0 shares |
S Skopos Labs, Inc. RIA/Wealth | $13.2K 120.0 shares |
 Sunbelt Securities, Inc. RIA/Wealth | $7.3K 70.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FEX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FEX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Triumph Capital Management RIA/Wealth | 1.55% $6.2M |
SILVER OAK SECURITIES, Inc RIA/Wealth | 1.37% $18.1M |
 Morey & Quinn Wealth Partners, LLC RIA/Wealth | 1.03% $1.4M |
T TCFG WEALTH MANAGEMENT, LLC Institution | 1.00% $2.5M |
R RiverTree Advisors, LLC RIA/Wealth | 0.90% $1.4M |
Hershey Financial Advisers, LLC RIA/Wealth | 0.88% $1.0M |
 RIK SAYLOR FINANCIAL, INC. RIA/Wealth | 0.80% $1.1M |
Strategic Blueprint, LLC RIA/Wealth | 0.69% $15.2M |
 Farrell Financial LLC RIA/Wealth | 0.64% $1.0M |
 Keystone Wealth Services, LLC RIA/Wealth | 0.56% $2.5M |
Hedge Fund Spotlight
Discover hedge funds investing in FEX
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Large Cap Core AlphaDEX Fund
- Market Value
- $342.6K
- Shares Held
- 2.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
