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 | 02/13/2026 | 308.45 K | $49.92 M | 4.09% | 12.68% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 138.55 K | $22.43 M | 17.77% | 5.76% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 136.98 K | $22.17 M | 5.14% | 5.63% |
| LPL FINANCIAL LLC | 02/11/2026 | 125.11 K | $20.25 M | -1.03% | 5.20% |
| KEYSTONE WEALTH SERVICES, LLC | 01/26/2026 | 53.80 K | $6.55 M | 100.00% | 2.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 58.04 K | $9.39 M | -1.88% | 2.39% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 47.16 K | $7.63 M | -7.75% | 2.12% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 50.00 K | $8.09 M | 0.00% | 2.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 48.71 K | $7.88 M | 0.73% | 2.00% |
| PLOTKIN FINANCIAL ADVISORS, LLC | 02/19/2026 | 44.91 K | $7.27 M | -1.59% | 1.85% |
| RPG FAMILY WEALTH ADVISORY, LLC | 02/13/2026 | 31.78 K | $5.14 M | -2.63% | 1.32% |
| ROYAL BANK OF CANADA | 02/17/2026 | 31.76 K | $5.14 M | 17.09% | 1.31% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 30.23 K | $4.89 M | -0.44% | 1.24% |
| SYNERGY INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 26.45 K | $4.28 M | 0.69% | 1.19% |
| WEALTH MANAGEMENT PARTNERS, LLC | 01/12/2026 | 25.03 K | $4.05 M | 1.33% | 1.12% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 26.20 K | $4.24 M | 100.00% | 1.09% |
| CREATIVE PLANNING | 02/17/2026 | 25.38 K | $4.11 M | -0.20% | 1.06% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 21.94 K | $3.55 M | 1.67% | 0.99% |
| UBS GROUP AG | 01/29/2026 | 17.74 K | $2.87 M | 40.46% | 0.73% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 17.25 K | $2.79 M | 38.72% | 0.72% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 14.62 K | $2.37 M | 1,403.60% | 0.61% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 14.18 K | $2.30 M | 0.33% | 0.59% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 14.15 K | $2.29 M | -14.29% | 0.58% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 13.87 K | $2.24 M | -1.78% | 0.57% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 13.41 K | $2.17 M | -3.32% | 0.56% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 12.67 K | $2.05 M | 15.07% | 0.53% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 12.52 K | $2.03 M | 16.48% | 0.51% |
| FIFTH THIRD SECURITIES, INC. | 01/23/2026 | 10.88 K | $1.76 M | 8.84% | 0.49% |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 02/05/2026 | 10.42 K | $1.69 M | 1.57% | 0.47% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 11.22 K | $1.82 M | 12.20% | 0.46% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 9.84 K | $1.59 M | 417.84% | 0.41% |
| 626 FINANCIAL, LLC | 02/05/2026 | 9.07 K | $1.47 M | -2.16% | 0.37% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 8.82 K | $1.43 M | -0.70% | 0.36% |
| 02/10/2026 | 8.28 K | $1.34 M | 100.00% | 0.34% | |
| 02/04/2026 | 7.60 K | $1.23 M | 100.00% | 0.34% | |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 02/13/2026 | 8.11 K | $1.31 M | 437.80% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 7.13 K | $1.15 M | -79.88% | 0.29% |
| CERTIFIED ADVISORY CORP | 01/12/2026 | 6.13 K | $992.55 K | -2.37% | 0.28% |
| WILLNER & HELLER, LLC | 01/12/2026 | 6.03 K | $975.53 K | 18.48% | 0.27% |
| NOVA WEALTH MANAGEMENT, INC. | 01/14/2026 | 5.94 K | $961.89 K | 5.00% | 0.27% |
| IFP ADVISORS, INC | 02/06/2026 | 6.27 K | $1.01 M | -9.05% | 0.26% |
| PRIVATE ADVISORY GROUP LLC | 01/15/2026 | 5.71 K | $923.37 K | 8.38% | 0.26% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 5.92 K | $959.00 K | 100.00% | 0.24% |
| PROACTIVE WEALTH STRATEGIES LLC | 02/05/2026 | 5.34 K | $863.73 K | 0.30% | 0.24% |
| APEIRON RIA LLC | 02/03/2026 | 5.13 K | $859.55 K | -1.65% | 0.23% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 5.05 K | $817.84 K | -2.23% | 0.21% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 4.19 K | $678.60 K | -0.17% | 0.19% |
| NWAM LLC | 02/04/2026 | 4.05 K | $687.67 K | 5.08% | 0.18% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 2.98 K | $481.51 K | 0.00% | 0.12% |
| OPPENHEIMER & CO INC | 02/02/2026 | 2.65 K | $428.42 K | 100.00% | 0.12% |
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First Trust Multi Cap Growth AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of First Trust Multi Cap Growth AlphaDEX Fund. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 60,837
TRUIST FINANCIAL CORP: 49,292
Kestra Advisory Services, LLC: 31,173
WEDBUSH SECURITIES INC: 25,030
Wealth Management Partners, LLC: 24,907
ENVESTNET ASSET MANAGEMENT INC: 24,741
64.01% of First Trust Multi Cap Growth AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.00 M shares in the last 24 months. This purchase volume represents approximately $329.21 M in transactions.