Public ownership evidence

First Trust Large Cap Core AlphaDEX Fund (FEX) Ownership Disclosures

Read FEX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

First Trust Large Cap Core AlphaDEX Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
61,448
Value (USD)
$8,594,919
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FEX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FEX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2061,448$8,594,919None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2015,645$2,188,275None
Transamerica Financial Advisors, LLC2026-06-302026-08-186,103$853,726None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,900$265,772None
Equitable Holdings, Inc.2026-06-302026-08-186,828$955,055None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1810,585$1,481,000None
Modern Wealth Management, LLC2026-06-302026-08-15212,851$29,772,157None
Perennial Investment Advisors, LLC2026-06-302026-08-153,058$427,739None
Ameritas Advisory Services, LLC2026-06-302026-08-1560,274$8,430,678None
XTX Topco Ltd2026-06-302026-08-152,201$307,861None
Arkos Global Advisors2026-06-302026-08-154,368$611,000None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-151,887$263,941None
IFG Advisory, LLC2026-06-302026-08-151,275$178,339None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,621$366,636None
OSAIC HOLDINGS, INC.2026-06-302026-08-15172,773$24,172,194None
JANE STREET GROUP, LLC2026-06-302026-08-1514,593$2,041,173None
Regal Investment Advisors LLC2026-06-302026-08-154,565$638,587None
HRT FINANCIAL LP2026-06-302026-08-155,405$756,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-152,832$396,000None
GTS SECURITIES LLC2026-06-302026-08-1525,392$3,551,655None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1517,669$2,471,423None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1541,871$5,856,639None
Ancora Advisors LLC2026-06-302026-08-158,970$1,254,664None
Atlanta Consulting Group Advisors, LLC2026-06-302026-08-1515,049$2,104,955None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15200$27,975None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15247$34,549None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15450$62,943None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15270$37,766None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15524$73,294None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15511$71,475None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15126$17,484None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$13,987None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15350$48,956None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15500$69,937None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15666$93,016None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15700$97,911None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$13,987None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15330$46,158None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15536$74,832None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15220$30,772None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1550$6,994None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15150$20,981None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15900$125,886None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15810$113,297None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15126$17,484None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15300$41,962None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15626$87,421None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15486$67,839None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15156$21,680None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15176$24,478None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗Modern Wealth Management, LLC ↗Perennial Investment Advisors, LLC ↗Ameritas Advisory Services, LLC ↗XTX Topco Ltd ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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