First Trust Multi Cap Growth AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 277.57 K | $55.51 M | 14.49% | 8.77% |
| LPL FINANCIAL LLC | 08/07/2026 | 276.50 K | $55.29 M | 39.69% | 8.74% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 212.49 K | $42.49 M | 21.41% | 6.72% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 125.70 K | $25.14 M | 34.33% | 3.97% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 68.73 K | $13.74 M | 12.97% | 2.17% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 61.71 K | $11.98 M | 109.10% | 1.95% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 50.00 K | $10.00 M | 0.00% | 1.58% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 49.71 K | $9.94 M | 9.18% | 1.57% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 48.48 K | $9.69 M | -1.66% | 1.53% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 42.44 K | $8.49 M | 100.00% | 1.34% |
| PLOTKIN FINANCIAL ADVISORS, LLC | 08/14/2026 | 41.71 K | $8.34 M | -6.62% | 1.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 41.54 K | $8.31 M | 0.09% | 1.31% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 35.90 K | $7.18 M | 70.94% | 1.13% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 31.52 K | $6.30 M | 1.10% | 1.00% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 07/22/2026 | 31.14 K | $6.23 M | 100.00% | 0.98% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 30.49 K | $6.10 M | 23.22% | 0.96% |
| RPG FAMILY WEALTH ADVISORY, LLC | 08/05/2026 | 30.27 K | $6.05 M | -0.26% | 0.96% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 29.31 K | $5.86 M | 24.45% | 0.93% |
| SYNERGY INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 28.49 K | $5.70 M | -0.09% | 0.90% |
| WEALTH MANAGEMENT PARTNERS, LLC | 07/22/2026 | 24.95 K | $4.99 M | 0.18% | 0.79% |
| CREATIVE PLANNING | 08/13/2026 | 24.36 K | $4.87 M | 0.05% | 0.77% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 24.07 K | $4.81 M | -3.84% | 0.76% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 23.77 K | $4.75 M | 1.62% | 0.75% |
| ROYAL BANK OF CANADA | 08/14/2026 | 21.05 K | $4.21 M | -38.53% | 0.67% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 18.33 K | $3.67 M | 30.36% | 0.58% |
| UBS GROUP AG | 08/13/2026 | 17.38 K | $3.48 M | -1.75% | 0.55% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 15.24 K | $3.05 M | 11.21% | 0.48% |
| MGO ONE SEVEN LLC | 07/31/2026 | 14.02 K | $2.80 M | 3.66% | 0.44% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 13.73 K | $2.75 M | -3.20% | 0.43% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 07/09/2026 | 13.58 K | $2.71 M | -0.38% | 0.43% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 13.57 K | $2.71 M | 3.78% | 0.43% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 13.53 K | $2.71 M | 56.35% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.05 K | $2.21 M | -62.72% | 0.35% |
| STONEBRIDGE FINANCIAL GROUP, LLC / MO | 07/24/2026 | 10.88 K | $2.18 M | 15.70% | 0.34% |
| PROACTIVE WEALTH STRATEGIES LLC | 08/10/2026 | 10.68 K | $2.14 M | 0.04% | 0.34% |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 07/31/2026 | 10.38 K | $2.08 M | -1.42% | 0.33% |
| VANTUS WEALTH LLC | 08/07/2026 | 9.83 K | $1.97 M | 100.00% | 0.31% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 9.64 K | $1.93 M | 12.16% | 0.30% |
| 626 FINANCIAL, LLC | 07/27/2026 | 9.46 K | $1.89 M | 0.00% | 0.30% |
| FIFTH THIRD SECURITIES, INC. | 07/15/2026 | 9.27 K | $1.85 M | -9.64% | 0.29% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 8.52 K | $1.70 M | -38.72% | 0.27% |
| CERTIFIED ADVISORY CORP | 07/16/2026 | 6.70 K | $1.34 M | 3.44% | 0.21% |
| NOVA WEALTH MANAGEMENT, INC. | 07/13/2026 | 6.50 K | $1.30 M | -0.58% | 0.21% |
| WILLNER & HELLER, LLC | 07/07/2026 | 6.50 K | $1.30 M | -0.32% | 0.21% |
| MONECO ADVISORS, LLC | 08/11/2026 | 6.14 K | $893.31 K | 100.00% | 0.19% |
| TRUEWEALTH ADVISORS, LLC | 07/08/2026 | 5.81 K | $1.16 M | 22.86% | 0.18% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 5.79 K | $1.16 M | 72.65% | 0.18% |
| IFP ADVISORS, INC | 07/20/2026 | 5.30 K | $1.06 M | -17.12% | 0.17% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 4.91 K | $981.85 K | -1.23% | 0.16% |
| APEIRON RIA LLC | 07/16/2026 | 4.79 K | $957.53 K | -1.30% | 0.15% |
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First Trust Multi Cap Growth AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 145 institutional investors and hedge funds held shares of First Trust Multi Cap Growth AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 277,568
LPL Financial LLC: 276,498
WELLS FARGO & COMPANY/MN: 212,489
RAYMOND JAMES FINANCIAL INC: 125,696
COMMONWEALTH EQUITY SERVICES, LLC: 68,726
JONES FINANCIAL COMPANIES LLLP: 61,706
62.43% of First Trust Multi Cap Growth AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.32 M shares in the last 24 months. This purchase volume represents approximately $381.03 M in transactions.