Who Owns First Tr LgCap Core AlphaDEX ETF (FEX)? -- Institutional Holders (2026-06-30)

103 institutions reported holding $215.0M of First Tr LgCap Core AlphaDEX ETF (FEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($30.5M), TRUIST FINANCIAL CORP ($22.0M), Crusonia Wealth Advisors LLC ($18.5M), Private Advisor Group, LLC ($18.3M), Cambridge Investment Research Advisors, Inc. ($16.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$30.5M217,999Added
2TRUIST FINANCIAL CORP$22.0M156,941Added
3Crusonia Wealth Advisors LLC$18.5M132,071Trimmed
4Private Advisor Group, LLC$18.3M130,523Added
5Cambridge Investment Research Advisors, Inc.$16.7M119,696Added
6ENVESTNET ASSET MANAGEMENT INC$12.1M86,559Added
7Elevation Capital Advisory, LLC$11.8M84,534Added
8BIP Wealth, LLC$8.4M60,352Trimmed
9Chicago Partners Investment Group LLC$7.4M54,293Trimmed
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.7M48,559Trimmed
11Triumph Capital Management$6.5M46,672Trimmed
12KPP Advisory Services LLC$4.2M30,188Added
13D.A. DAVIDSON & CO.$3.6M26,078Added
14TCFG Investment Advisors, LLC$3.0M21,490Trimmed
15Belpointe Asset Management LLC$2.3M16,135Trimmed
16BENJAMIN EDWARDS INC$2.2M15,476New
17OPPENHEIMER & CO INC$2.2M15,402Trimmed
18Focus Financial Network, Inc.$2.1M14,735Trimmed
19Morey & Quinn Wealth Partners, LLC$1.7M11,907Trimmed
20Golden State Wealth Management, LLC$1.7M11,859Trimmed
21Wedmont Private Capital$1.6M11,679Hold
22Kestra Advisory Services, LLC$1.6M11,426Trimmed
23Kaydan Wealth Management, Inc.$1.5M10,572Trimmed
24AE Wealth Management LLC$1.4M10,187Trimmed
25WETZEL INVESTMENT ADVISORS, INC.$1.3M9,345Trimmed

Source: SEC Form 13F filings · as of 2026-06-30