First Trust Europe AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 809.51 K | $41.43 M | 52.80% | 11.90% |
| LPL FINANCIAL LLC | 11/12/2025 | 466.35 K | $23.87 M | 16.52% | 6.85% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 310.55 K | $15.90 M | -3.65% | 4.56% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 274.92 K | $14.03 M | 3.06% | 4.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 235.61 K | $12.06 M | -25.10% | 3.46% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 200.92 K | $10.28 M | 15.85% | 2.95% |
| UBS GROUP AG | 11/13/2025 | 180.05 K | $9.22 M | 12.19% | 2.65% |
| VONTOBEL HOLDING LTD. | 10/15/2025 | 152.50 K | $7.81 M | -0.14% | 2.24% |
| ASSETMARK, INC | 11/06/2025 | 115.25 K | $5.90 M | 2.87% | 1.69% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 86.97 K | $4.45 M | 1.06% | 1.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 86.07 K | $4.41 M | 4.92% | 1.26% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 85.02 K | $4.26 M | -8.77% | 1.25% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 84.30 K | $4.31 M | 18.52% | 1.24% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 68.61 K | $3.51 M | 77.46% | 1.01% |
| CITADEL ADVISORS LLC | 11/14/2025 | 65.77 K | $3.37 M | 100.00% | 0.97% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2025 | 63.38 K | $3.23 M | 0.21% | 0.93% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 54.75 K | $2.80 M | 21.57% | 0.80% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 52.01 K | $2.66 M | -0.81% | 0.76% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 51.06 K | $2.61 M | 6.21% | 0.75% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 44.66 K | $2.29 M | -2.22% | 0.66% |
| MAINSAIL FINANCIAL GROUP, LLC | 10/24/2025 | 43.10 K | $2.21 M | 1.80% | 0.63% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 39.92 K | $2.04 M | -18.31% | 0.59% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 39.04 K | $2.00 M | 6.58% | 0.57% |
| IFP ADVISORS, INC | 02/06/2026 | 34.70 K | $1.78 M | -0.16% | 0.51% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 31.39 K | $1.61 M | 406.85% | 0.46% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 30.14 K | $1.54 M | -7.12% | 0.44% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 28.19 K | $1.44 M | 3.60% | 0.41% |
| JANE STREET GROUP, LLC | 11/14/2025 | 28.10 K | $1.44 M | 100.00% | 0.41% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 26.90 K | $1.38 M | -8.10% | 0.40% |
| BRINKER CAPITAL INVESTMENTS, LLC | 11/12/2025 | 26.25 K | $1.34 M | -4.89% | 0.39% |
| ATRIA INVESTMENTS, INC | 11/06/2025 | 25.03 K | $1.28 M | -0.30% | 0.37% |
| ROYAL BANK OF CANADA | 11/14/2025 | 24.30 K | $1.24 M | -7.03% | 0.36% |
| BELLEVUE ASSET MANAGEMENT, LLC | 11/04/2025 | 23.15 K | $1.19 M | 100.00% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 21.75 K | $1.11 M | 38.57% | 0.32% |
| GATEWAY WEALTH PARTNERS, LLC | 11/06/2025 | 21.18 K | $1.08 M | 3.05% | 0.31% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 20.93 K | $1.07 M | -0.91% | 0.31% |
| SNOWDEN CAPITAL ADVISORS LLC | 11/14/2025 | 19.38 K | $991.70 K | -18.22% | 0.28% |
| ONEASCENT FINANCIAL SERVICES LLC | 10/31/2025 | 19.30 K | $988.02 K | -0.45% | 0.28% |
| PARK AVENUE SECURITIES LLC | 10/23/2025 | 18.94 K | $969.00 K | 1.70% | 0.28% |
| RPG FAMILY WEALTH ADVISORY, LLC | 11/12/2025 | 17.10 K | $875.47 K | -8.11% | 0.25% |
| RICHMOND INVESTMENT SERVICES, LLC | 11/12/2025 | 16.48 K | $843.38 K | -1.39% | 0.24% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 15.23 K | $779.68 K | 100.00% | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 14.59 K | $746.68 K | 6.48% | 0.21% |
| ABLE FINANCIAL GROUP, LLC | 10/10/2025 | 14.19 K | $726.32 K | -0.34% | 0.21% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 14.10 K | $721.50 K | -12.06% | 0.21% |
| PRIVATE ADVISORY GROUP LLC | 11/10/2025 | 13.93 K | $712.96 K | -54.81% | 0.20% |
| IAMS WEALTH MANAGEMENT, LLC | 10/15/2025 | 13.63 K | $697.58 K | -5.73% | 0.20% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 13.47 K | $681.59 K | 0.07% | 0.20% |
| HFG ADVISORS, INC. | 11/12/2025 | 11.48 K | $587.50 K | 0.00% | 0.17% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 10.88 K | $556.72 K | 8.66% | 0.16% |
First Trust Europe AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 118 institutional investors and hedge funds held shares of First Trust Europe AlphaDEX Fund. The most heavily invested institutionals were:
BENJAMIN EDWARDS INC: 88,822
NewEdge Wealth, LLC: 13,243
FSB PREMIER WEALTH MANAGEMENT, INC.: 6,379
PFG Advisors: 5,731
Envestnet Portfolio Solutions, Inc.: 5,516
RFG Advisory, LLC: 5,244
64.09% of First Trust Europe AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.68 M shares in the last 24 months. This purchase volume represents approximately $328.73 M in transactions.