First Trust Consumer Discretionary AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 528.55 K | $36.06 M | 6.24% | 10.66% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 495.75 K | $33.82 M | -24.51% | 9.99% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 256.24 K | $17.48 M | 13.32% | 5.17% |
| LPL FINANCIAL LLC | 11/12/2025 | 160.15 K | $10.93 M | -29.71% | 3.23% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 135.80 K | $9.26 M | -1.62% | 2.74% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 95.19 K | $6.49 M | 14.31% | 1.92% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 92.44 K | $6.31 M | -4.39% | 1.86% |
| IRONBRIDGE PRIVATE WEALTH, LLC | 10/30/2025 | 70.30 K | $4.80 M | 100.00% | 1.42% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 62.73 K | $4.28 M | -21.64% | 1.26% |
| JPMORGAN CHASE & CO | 11/26/2025 | 58.34 K | $3.98 M | -1.10% | 1.18% |
| ROYAL BANK OF CANADA | 11/14/2025 | 57.57 K | $3.93 M | 40.39% | 1.16% |
| UBS GROUP AG | 11/13/2025 | 55.00 K | $3.75 M | -7.82% | 1.11% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 50.00 K | $3.41 M | 0.00% | 1.01% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 43.80 K | $2.99 M | -4.09% | 0.88% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 42.42 K | $2.91 M | -0.77% | 0.86% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 37.80 K | $2.58 M | -4.28% | 0.76% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 26.46 K | $1.81 M | 100.00% | 0.53% |
| TRADEWELL SECURITIES, LLC. | 10/09/2025 | 24.88 K | $1.70 M | 10.07% | 0.50% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 23.19 K | $1.58 M | -16.86% | 0.47% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 23.03 K | $1.57 M | -5.44% | 0.46% |
| NAVELLIER & ASSOCIATES INC | 11/06/2025 | 22.91 K | $1.56 M | 100.00% | 0.46% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 10/22/2025 | 22.07 K | $1.51 M | 0.48% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 21.51 K | $1.47 M | 5.63% | 0.43% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 20.45 K | $1.40 M | -2.89% | 0.41% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 17.74 K | $1.21 M | 28.46% | 0.36% |
| PGIM CUSTOM HARVEST LLC | 11/14/2025 | 16.14 K | $1.10 M | 6.80% | 0.33% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 11/10/2025 | 14.51 K | $989.62 K | 0.00% | 0.29% |
| STEPHENS INC /AR/ | 10/27/2025 | 14.00 K | $954.94 K | 2.42% | 0.28% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 13.24 K | $903.38 K | 100.00% | 0.27% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 13.17 K | $898.59 K | -29.77% | 0.27% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 13.13 K | $895.72 K | -1.49% | 0.26% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 11.97 K | $817.00 K | -92.29% | 0.24% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 11.85 K | $808.55 K | 0.77% | 0.24% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2025 | 11.43 K | $787.28 K | -5.00% | 0.23% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 11.03 K | $752.74 K | 0.00% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 10.97 K | $748.31 K | -75.68% | 0.22% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 10.67 K | $727.71 K | -15.10% | 0.22% |
| RPG FAMILY WEALTH ADVISORY, LLC | 11/12/2025 | 10.19 K | $695.09 K | -4.01% | 0.21% |
| RETIREMENT PLANNING GROUP | 10/27/2025 | 10.14 K | $691.92 K | -0.92% | 0.20% |
| NILSINE PARTNERS, LLC | 10/06/2025 | 9.67 K | $659.70 K | -64.65% | 0.19% |
| MTM INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 8.52 K | $581.44 K | -1.84% | 0.17% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 10/29/2025 | 8.07 K | $550.74 K | 0.00% | 0.16% |
| IHT WEALTH MANAGEMENT, LLC | 11/14/2025 | 6.94 K | $473.52 K | -7.91% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 6.62 K | $451.47 K | 0.05% | 0.13% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 6.24 K | $425.80 K | -11.21% | 0.13% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11/12/2025 | 5.98 K | $407.96 K | 0.61% | 0.12% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 5.47 K | $373.38 K | -6.56% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 5.28 K | $361.66 K | 54.79% | 0.11% |
| MOREY & QUINN WEALTH PARTNERS, LLC | 10/28/2025 | 5.03 K | $343.01 K | 0.00% | 0.10% |
| CREATIVE PLANNING | 11/14/2025 | 5.00 K | $340.76 K | 5.89% | 0.10% |
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First Trust Consumer Discretionary AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 156 institutional investors and hedge funds held shares of First Trust Consumer Discretionary AlphaDEX Fund. The most heavily invested institutionals were:
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 501,876
TRUIST FINANCIAL CORP: 48,193
BENJAMIN EDWARDS INC: 26,908
COTTONWOOD CAPITAL ADVISORS, LLC: 22,055
Ballew Advisors, Inc: 3,632
Sound Income Strategies, LLC: 1,699
56.07% of First Trust Consumer Discretionary AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.89 M shares in the last 24 months. This purchase volume represents approximately $921.39 M in transactions.