First Trust Switzerland AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 11/12/2025 | 428.73 K | $32.94 M | 23.98% | 40.84% |
| VONTOBEL HOLDING LTD. | 10/15/2025 | 111.07 K | $8.53 M | -0.17% | 10.58% |
| MORGAN STANLEY | 11/14/2025 | 99.32 K | $7.63 M | 17.32% | 9.46% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 36.24 K | $2.78 M | 259.83% | 3.45% |
| JANE STREET GROUP, LLC | 11/14/2025 | 34.25 K | $2.63 M | 87.51% | 3.30% |
| SSA SWISS ADVISORS AG | 12/03/2025 | 25.13 K | $1.91 M | -4.74% | 2.39% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 10/22/2025 | 21.79 K | $1.67 M | 3.49% | 2.08% |
| OLD MISSION CAPITAL LLC | 11/14/2025 | 18.88 K | $1.45 M | 0.00% | 1.80% |
| FLOW TRADERS U.S. LLC | 11/14/2025 | 16.66 K | $1.28 M | 7.28% | 1.59% |
| SYON CAPITAL LLC | 11/07/2025 | 7.56 K | $580.42 K | -18.41% | 0.72% |
| PGIM CUSTOM HARVEST LLC | 11/14/2025 | 7.09 K | $544.81 K | -24.97% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 6.67 K | $512.11 K | 24.93% | 0.64% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 6.53 K | $501.95 K | -0.34% | 0.62% |
| LPL FINANCIAL LLC | 11/12/2025 | 5.64 K | $433.03 K | 11.14% | 0.54% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 11/14/2025 | 3.39 K | $260.12 K | 9.54% | 0.32% |
| BFI INFINITY LTD. | 10/28/2025 | 3.30 K | $253.01 K | 100.00% | 0.31% |
| STONEX GROUP INC. | 11/14/2025 | 2.95 K | $226.78 K | 1.30% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 2.86 K | $226.08 K | -52.99% | 0.27% |
| MTM INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 1.87 K | $143.35 K | 0.00% | 0.18% |
| UBS GROUP AG | 11/13/2025 | 1.39 K | $106.86 K | -4.53% | 0.13% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 11/03/2025 | 1.12 K | $85.95 K | -3.04% | 0.11% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 769 | $59.08 K | 100.00% | 0.07% |
| ROYAL BANK OF CANADA | 11/14/2025 | 709 | $54.00 K | 0.00% | 0.07% |
| JPMORGAN CHASE & CO | 11/26/2025 | 115 | $8.91 K | 0.00% | 0.01% |
| COMERICA BANK | 11/14/2025 | 74 | $5.69 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 1 | $117 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BFI INFINITY LTD. | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
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First Trust Switzerland AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of First Trust Switzerland AlphaDEX Fund. The most heavily invested institutionals were:
COTTONWOOD CAPITAL ADVISORS, LLC: 21,861
Climber Capital SA: 8,140
Genesee Capital Advisors, LLC: 6,892
BFI Infinity Ltd.: 3,300
US BANCORP \DE\: 134
COMERICA BANK: 0
80.10% of First Trust Switzerland AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 997.25 K shares in the last 24 months. This purchase volume represents approximately $84.31 M in transactions.