First Trust Multi Cap Value AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 63.84 K | $5.69 M | 2.11% | 4.95% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 61.73 K | $5.50 M | -0.67% | 4.79% |
| LPL FINANCIAL LLC | 02/11/2026 | 45.67 K | $4.07 M | 0.36% | 3.52% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 42.94 K | $3.83 M | 10.41% | 3.33% |
| 626 FINANCIAL, LLC | 02/05/2026 | 35.85 K | $3.20 M | -2.31% | 2.83% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 34.57 K | $3.08 M | -6.02% | 2.68% |
| ROYAL BANK OF CANADA | 02/17/2026 | 33.22 K | $2.96 M | -1.40% | 2.57% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 22.04 K | $1.97 M | -2.18% | 1.71% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 21.34 K | $1.90 M | -1.44% | 1.65% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 19.51 K | $1.74 M | -4.39% | 1.52% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 19.04 K | $1.70 M | -2.98% | 1.48% |
| PFG ADVISORS | 01/27/2026 | 14.04 K | $1.25 M | -9.60% | 1.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 13.53 K | $1.21 M | -57.44% | 1.05% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 11.25 K | $1.00 M | -34.19% | 0.87% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 10.43 K | $930.10 K | -3.98% | 0.81% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 01/14/2026 | 8.95 K | $797.86 K | -1.01% | 0.71% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 8.75 K | $779.72 K | 0.02% | 0.68% |
| CITADEL ADVISORS LLC | 02/17/2026 | 8.53 K | $760.49 K | 35.87% | 0.66% |
| PROACTIVE WEALTH STRATEGIES LLC | 02/05/2026 | 8.16 K | $727.78 K | 1.27% | 0.65% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 7.74 K | $690.00 K | 8.88% | 0.61% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 02/02/2026 | 7.28 K | $648.59 K | 0.44% | 0.58% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 7.32 K | $653.00 K | 0.00% | 0.56% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 7.14 K | $636.74 K | -4.80% | 0.55% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/21/2026 | 6.62 K | $590.34 K | -2.77% | 0.52% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 6.64 K | $591.87 K | 3.14% | 0.51% |
| UBS GROUP AG | 01/29/2026 | 6.20 K | $552.32 K | -50.97% | 0.48% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 5.80 K | $516.65 K | 0.00% | 0.46% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 4.85 K | $432.76 K | -0.02% | 0.38% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 4.68 K | $416.95 K | -24.13% | 0.37% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 4.34 K | $387.20 K | 6.29% | 0.34% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 4.25 K | $378.58 K | -18.83% | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 4.23 K | $376.80 K | -22.33% | 0.33% |
| HFG ADVISORS, INC. | 02/13/2026 | 4.10 K | $365.09 K | 0.00% | 0.32% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 3.95 K | $352.16 K | -1.67% | 0.31% |
| TCFG WEALTH MANAGEMENT, LLC | 02/13/2026 | 3.60 K | $321.14 K | 0.00% | 0.28% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 3.39 K | $302.00 K | 28.98% | 0.26% |
| APEIRON RIA LLC | 02/03/2026 | 3.25 K | $305.10 K | -1.55% | 0.26% |
| CREATIVE PLANNING | 02/17/2026 | 3.18 K | $283.67 K | -14.14% | 0.25% |
| PACIFIC SUN FINANCIAL CORP | 02/05/2026 | 3.11 K | $277.27 K | 0.00% | 0.25% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 2.32 K | $206.57 K | 0.00% | 0.18% |
| MOORS & CABOT, INC. | 02/10/2026 | 2.25 K | $200.96 K | 100.00% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.87 K | $166.34 K | 100.00% | 0.14% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 985 | $87.82 K | 0.00% | 0.08% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 891 | $83.04 K | 100.00% | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 806 | $71.83 K | 0.62% | 0.06% |
| FMR LLC | 02/17/2026 | 789 | $70.36 K | 0.00% | 0.06% |
| JPMORGAN CHASE & CO | 02/11/2026 | 700 | $62.41 K | 0.00% | 0.06% |
| IFP ADVISORS, INC | 02/06/2026 | 697 | $62.14 K | 0.00% | 0.05% |
| PARKSIDE FINANCIAL BANK & TRUST | 02/13/2026 | 600 | $53.49 K | 0.00% | 0.05% |
| 02/11/2026 | 600 | $53.49 K | 100.00% | 0.05% |
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First Trust Multi Cap Value AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 96 institutional investors and hedge funds held shares of First Trust Multi Cap Value AlphaDEX Fund. The most heavily invested institutionals were:
626 Financial, LLC: 35,722
COMMONWEALTH EQUITY SERVICES, LLC: 17,528
Proactive Wealth Strategies LLC: 16,387
PFG Advisors: 14,035
Private Advisor Group, LLC: 10,453
Quad-Cities Investment Group, LLC: 8,828
46.50% of First Trust Multi Cap Value AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.00 M shares in the last 24 months. This purchase volume represents approximately $95.19 M in transactions.