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 | 02/13/2026 | 1.11 M | $87.95 M | 3.36% | 10.98% |
| LPL FINANCIAL LLC | 02/11/2026 | 844.38 K | $67.08 M | 12.31% | 8.40% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 418.05 K | $33.21 M | 9.97% | 4.15% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 406.08 K | $32.26 M | -3.18% | 4.03% |
| UBS GROUP AG | 01/29/2026 | 284.77 K | $22.62 M | 26.45% | 2.82% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 268.83 K | $21.36 M | 2.72% | 2.67% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 200.25 K | $15.91 M | -1.74% | 2.25% |
| ROYAL BANK OF CANADA | 02/17/2026 | 207.84 K | $16.51 M | -8.97% | 2.06% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 203.04 K | $16.13 M | -3.00% | 2.02% |
| SAGE PRIVATE WEALTH GROUP, LLC | 01/28/2026 | 179.04 K | $14.22 M | 5.75% | 2.01% |
| SMI ADVISORY SERVICES, LLC | 01/13/2026 | 165.02 K | $13.84 M | 100.00% | 1.85% |
| ASSETMARK, INC | 01/23/2026 | 153.13 K | $12.17 M | 0.28% | 1.72% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 142.77 K | $11.34 M | 16.42% | 1.60% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 151.40 K | $12.03 M | 12.24% | 1.50% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 101.77 K | $8.09 M | -4.71% | 1.01% |
| MAINSAIL FINANCIAL GROUP, LLC | 01/23/2026 | 81.01 K | $6.44 M | 0.30% | 0.91% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 86.03 K | $6.83 M | -39.99% | 0.85% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 79.94 K | $6.35 M | 100.00% | 0.79% |
| 02/18/2026 | 63.36 K | $5.03 M | 100.00% | 0.63% | |
| TPG FINANCIAL ADVISORS, LLC | 02/06/2026 | 57.80 K | $4.59 M | -1.21% | 0.58% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 01/23/2026 | 49.45 K | $3.93 M | -2.11% | 0.55% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 51.48 K | $4.09 M | 3.86% | 0.51% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 43.53 K | $3.46 M | -5.77% | 0.49% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 45.82 K | $3.66 M | 3.51% | 0.45% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 40.00 K | $3.18 M | 9.51% | 0.45% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 42.20 K | $3.35 M | -5.54% | 0.42% |
| IFP ADVISORS, INC | 02/06/2026 | 42.14 K | $3.35 M | 5.61% | 0.42% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 36.11 K | $2.87 M | 139.25% | 0.40% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 39.61 K | $3.15 M | 7.69% | 0.39% |
| L & S ADVISORS INC | 02/05/2026 | 34.15 K | $2.71 M | -0.94% | 0.38% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 37.37 K | $2.97 M | -8.92% | 0.37% |
| TOWERPOINT WEALTH, LLC | 01/15/2026 | 31.57 K | $2.51 M | 0.93% | 0.35% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 33.52 K | $2.66 M | 11.62% | 0.33% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 30.04 K | $2.39 M | 44.74% | 0.30% |
| ALLIE FAMILY OFFICE LLC | 02/13/2026 | 30.01 K | $2.38 M | 0.00% | 0.30% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 02/03/2026 | 23.05 K | $1.83 M | 0.44% | 0.26% |
| LVZ, INC. | 02/10/2026 | 25.83 K | $2.05 M | -6.45% | 0.26% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 22.68 K | $1.80 M | -1.61% | 0.25% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 25.02 K | $1.99 M | -6.84% | 0.25% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 24.89 K | $1.98 M | -5.00% | 0.25% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 23.99 K | $1.91 M | 2.86% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 22.16 K | $1.76 M | -8.53% | 0.22% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 18.58 K | $1.48 M | 5.18% | 0.21% |
| STONEX GROUP INC. | 02/12/2026 | 20.19 K | $1.60 M | 7.37% | 0.20% |
| HBW ADVISORY SERVICES LLC | 01/23/2026 | 16.81 K | $1.34 M | 165.58% | 0.19% |
| IAMS WEALTH MANAGEMENT, LLC | 01/26/2026 | 16.68 K | $1.33 M | -13.09% | 0.19% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 02/06/2026 | 18.74 K | $1.49 M | 57.19% | 0.19% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 18.75 K | $1.49 M | -35.01% | 0.19% |
| US BANCORP \DE\ | 01/30/2026 | 16.33 K | $1.30 M | 55.50% | 0.18% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 16.22 K | $1.30 M | 4.03% | 0.18% |
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First Trust Developed Markets ex-US AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 238 institutional investors and hedge funds held shares of First Trust Developed Markets ex-US AlphaDEX Fund. The most heavily invested institutionals were:
UBS Group AG: 641,778
ENVESTNET ASSET MANAGEMENT INC: 348,387
Janney Montgomery Scott LLC: 256,428
SAGE PRIVATE WEALTH GROUP, LLC: 215,975
SMI Advisory Services, LLC: 203,985
Cambridge Investment Research Advisors, Inc.: 95,679
73.34% of First Trust Developed Markets ex-US AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.02 M shares in the last 24 months. This purchase volume represents approximately $807.88 M in transactions.