First Trust Developed Markets ex-US AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.26 M | $109.89 M | 14.19% | 13.06% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 900.51 K | $78.28 M | 115.41% | 9.31% |
| LPL FINANCIAL LLC | 05/06/2026 | 864.27 K | $75.13 M | 2.36% | 8.93% |
| UBS GROUP AG | 05/05/2026 | 641.78 K | $55.79 M | 125.37% | 6.63% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 348.39 K | $30.29 M | -14.21% | 3.60% |
| CITADEL ADVISORS LLC | 05/15/2026 | 296.33 K | $25.76 M | 100.00% | 3.06% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 283.40 K | $24.64 M | 5.42% | 2.93% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 264.94 K | $23.03 M | 30.48% | 2.74% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 258.27 K | $22.45 M | 2,056.92% | 2.67% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 256.43 K | $22.29 M | 547.32% | 2.65% |
| ROYAL BANK OF CANADA | 05/15/2026 | 238.10 K | $20.70 M | 14.56% | 2.46% |
| SAGE PRIVATE WEALTH GROUP, LLC | 05/01/2026 | 215.98 K | $18.77 M | 20.63% | 2.23% |
| SMI ADVISORY SERVICES, LLC | 04/07/2026 | 203.99 K | $17.95 M | 23.62% | 2.11% |
| JANE STREET GROUP, LLC | 05/12/2026 | 195.48 K | $16.99 M | 100.00% | 2.02% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 134.94 K | $11.73 M | 32.59% | 1.39% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 131.01 K | $11.39 M | -13.47% | 1.35% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 125.23 K | $10.89 M | 12.30% | 1.29% |
| ASSETMARK, INC | 05/06/2026 | 118.14 K | $10.27 M | -22.85% | 1.22% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 112.35 K | $9.77 M | -21.31% | 1.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 95.68 K | $8.32 M | -52.22% | 0.99% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 81.38 K | $7.07 M | -5.41% | 0.84% |
| MAINSAIL FINANCIAL GROUP, LLC | 04/15/2026 | 81.14 K | $7.05 M | 0.17% | 0.84% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 71.76 K | $6.24 M | 79.40% | 0.74% |
| 05/12/2026 | 59.87 K | $5.20 M | -5.50% | 0.62% | |
| TPG FINANCIAL ADVISORS, LLC | 05/08/2026 | 55.60 K | $4.83 M | -3.82% | 0.57% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 04/20/2026 | 47.19 K | $4.10 M | -4.56% | 0.49% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 43.23 K | $3.76 M | 28.97% | 0.45% |
| LVZ, INC. | 04/28/2026 | 43.00 K | $3.74 M | 66.47% | 0.44% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 42.25 K | $3.67 M | 17.00% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 42.10 K | $3.66 M | -47.33% | 0.44% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 39.34 K | $3.42 M | 329.43% | 0.41% |
| STONEX GROUP INC. | 05/14/2026 | 38.29 K | $3.33 M | 89.66% | 0.40% |
| IFP ADVISORS, INC | 04/13/2026 | 38.00 K | $3.30 M | -9.83% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 37.48 K | $3.26 M | 69.15% | 0.39% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 35.00 K | $3.04 M | -32.02% | 0.36% |
| L & S ADVISORS INC | 05/11/2026 | 34.17 K | $2.97 M | 0.08% | 0.35% |
| ALLIE FAMILY OFFICE LLC | 05/14/2026 | 32.05 K | $2.79 M | 6.80% | 0.33% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 31.88 K | $2.77 M | -26.76% | 0.33% |
| TOWERPOINT WEALTH, LLC | 04/08/2026 | 31.57 K | $2.74 M | -0.02% | 0.33% |
| GTS SECURITIES LLC | 05/15/2026 | 30.20 K | $2.63 M | 100.00% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 29.41 K | $2.56 M | -30.30% | 0.30% |
| REDHAWK WEALTH ADVISORS, INC. | 04/15/2026 | 29.38 K | $2.55 M | 100.00% | 0.30% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 26.79 K | $2.27 M | 198.70% | 0.28% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 25.79 K | $2.24 M | 38.85% | 0.27% |
| CWM, LLC | 05/14/2026 | 25.61 K | $2.23 M | 138.05% | 0.26% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 25.09 K | $2.18 M | -32.87% | 0.26% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 24.24 K | $2.11 M | -2.63% | 0.25% |
| RFG ADVISORY, LLC | 04/20/2026 | 23.77 K | $2.07 M | 224.25% | 0.25% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 23.67 K | $2.06 M | 83.54% | 0.24% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 22.60 K | $1.96 M | -0.38% | 0.23% |
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First Trust Developed Markets ex-US AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 243 institutional investors and hedge funds held shares of First Trust Developed Markets ex-US AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.26 M
WELLS FARGO & COMPANY/MN: 900,514
LPL Financial LLC: 864,273
UBS Group AG: 641,778
ENVESTNET ASSET MANAGEMENT INC: 348,387
CITADEL ADVISORS LLC: 296,329
91.11% of First Trust Developed Markets ex-US AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.46 M shares in the last 24 months. This purchase volume represents approximately $936.73 M in transactions.