Who owns FEX?
Institutional ownership of First Trust Large Cap Core AlphaDEX Fund from Form 13F, Q2 2026
242 institutional managers reported holding First Trust Large Cap Core AlphaDEX Fund (FEX) in Form 13F filings for Q2 2026, with 7,343,052 shares worth $1.0B. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 322,929 shares (+4.6%). 18 opened new positions and 9 sold out.
- Funds holding
- 242
- Value held
- $1.0B
- New / sold out
- 18 / 9
- Net shares, same filers
- +4.6%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of FEX
Share of 13F holdings is each fund's shares as a share of the 7,343,052 FEX shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Modern Wealth Management, LLC Added+$29.5M
- &partners Added+$10.9M
- Ameritas Advisory Services, LLC Added+$7.8M
- Osaic Holdings, Inc. Added+$7.3M
- Private Advisor Group, LLC Added+$5.2M
- Elevation Capital Advisory, LLC Added+$5.0M
- Royal Bank of Canada Added+$4.3M
- Susquehanna International Group, LLP Added+$4.0M
- Cambridge Investment Research Advisors, Inc. Added+$3.9M
- MML Investors Services, LLC Added+$3.8M
Biggest sellers in Q2 2026
- LPL Financial LLC Trimmed-$27.1M
- BIP Wealth, LLC Trimmed-$9.3M
- Wells Fargo & Company Trimmed-$8.0M
- Mercer Global Advisors Inc Trimmed-$2.2M
- Citadel Advisors LLC Trimmed-$2.0M
- Independent Advisor Alliance Sold out-$1.8M
- Bank of America Corp Trimmed-$1.4M
- Potentia Wealth Sold out-$1.2M
- Northwestern Mutual Wealth Management Co Trimmed-$940K
- Wealth Enhancement Advisory Services, LLC Trimmed-$880K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $108M and sold $62.9M; 55 added and 79 trimmed.
Questions about FEX ownership
- Who owns FEX stock?
- 242 institutional investment managers reported FEX positions in their Form 13F filings for Q2 2026, holding 7,343,052 shares worth $1.0B in total. Morgan Stanley reported the largest position.
- Are funds buying or selling FEX?
- In Q2 2026, 18 managers opened new FEX positions, 55 added, 79 trimmed and 9 sold out. Managers that filed in both quarters added a net 322,929 shares.
- How current is this FEX institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FEX by CUSIP. Options are left out. FEX news and filings · FEX insider trades · Top funds