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 | 08/13/2026 | 1.88 M | $178.34 M | 49.02% | 19.47% |
| LPL FINANCIAL LLC | 08/07/2026 | 989.35 K | $93.67 M | 14.47% | 10.22% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 703.30 K | $66.59 M | -21.90% | 7.27% |
| UBS GROUP AG | 08/13/2026 | 487.83 K | $46.19 M | -23.99% | 5.04% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 393.61 K | $37.27 M | 12.98% | 4.07% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 358.26 K | $33.92 M | 26.41% | 3.70% |
| &PARTNERS | 08/14/2026 | 290.82 K | $26.66 M | 2,435.46% | 3.01% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 269.44 K | $25.51 M | 5.08% | 2.78% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 241.77 K | $22.89 M | -8.74% | 2.50% |
| SAGE PRIVATE WEALTH GROUP, LLC | 08/06/2026 | 239.00 K | $22.63 M | 10.66% | 2.47% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 235.55 K | $22.30 M | -8.80% | 2.43% |
| ROYAL BANK OF CANADA | 08/14/2026 | 229.94 K | $21.77 M | -3.43% | 2.38% |
| SMI ADVISORY SERVICES, LLC | 07/09/2026 | 208.91 K | $19.74 M | 2.41% | 2.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 174.01 K | $16.48 M | 81.87% | 1.80% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 170.52 K | $16.15 M | 30.16% | 1.76% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 150.23 K | $14.22 M | 19.97% | 1.55% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 147.52 K | $13.97 M | 9.32% | 1.52% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 126.82 K | $12.01 M | 76.73% | 1.31% |
| ASSETMARK, INC | 07/30/2026 | 125.82 K | $11.91 M | 6.50% | 1.30% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 105.46 K | $9.98 M | 29.59% | 1.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 105.34 K | $9.97 M | 150.19% | 1.09% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 100.56 K | $9.52 M | -10.50% | 1.04% |
| MAINSAIL FINANCIAL GROUP, LLC | 07/15/2026 | 94.01 K | $8.90 M | 15.86% | 0.97% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 75.89 K | $7.19 M | 262.52% | 0.78% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 69.77 K | $6.61 M | 86.16% | 0.72% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 66.39 K | $6.25 M | 147.78% | 0.69% |
| CRUSONIA WEALTH ADVISORS LLC | 07/30/2026 | 60.18 K | $5.70 M | 0.52% | 0.62% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 60.15 K | $5.69 M | 168.95% | 0.62% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 51.04 K | $4.83 M | 100.00% | 0.53% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 49.96 K | $4.73 M | 18.26% | 0.52% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 07/27/2026 | 46.75 K | $4.43 M | -0.93% | 0.48% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 45.13 K | $4.27 M | 225.54% | 0.47% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 44.96 K | $4.26 M | 89.97% | 0.46% |
| TPG FINANCIAL ADVISORS, LLC | 08/10/2026 | 41.87 K | $3.96 M | -24.69% | 0.43% |
| LVZ, INC. | 07/09/2026 | 41.67 K | $3.94 M | -3.10% | 0.43% |
| STONEX GROUP INC. | 08/12/2026 | 40.63 K | $3.85 M | 6.12% | 0.42% |
| REDHAWK WEALTH ADVISORS, INC. | 07/09/2026 | 40.60 K | $3.84 M | 38.19% | 0.42% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 39.70 K | $3.76 M | 53.93% | 0.41% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 39.23 K | $3.71 M | -0.27% | 0.41% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 37.14 K | $3.52 M | 73.91% | 0.38% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 34.36 K | $3.25 M | -1.82% | 0.36% |
| L & S ADVISORS INC | 08/12/2026 | 34.17 K | $3.24 M | -0.01% | 0.35% |
| ALLIE FAMILY OFFICE LLC | 10/02/2026 | 32.05 K | $3.03 M | 0.00% | 0.33% |
| IFP ADVISORS, INC | 07/20/2026 | 31.90 K | $3.02 M | -16.05% | 0.33% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 31.49 K | $2.98 M | -1.21% | 0.33% |
| TOWERPOINT WEALTH, LLC | 07/09/2026 | 31.21 K | $2.96 M | -1.11% | 0.32% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 28.81 K | $2.73 M | -2.04% | 0.30% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/14/2026 | 26.65 K | $1.04 K | 100.00% | 0.28% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 26.18 K | $2.48 M | -39.45% | 0.27% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 25.61 K | $2.42 M | 2.07% | 0.26% |
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First Trust Developed Markets ex-US AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 293 institutional investors and hedge funds held shares of First Trust Developed Markets ex-US AlphaDEX Fund. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 380,614
SAGE PRIVATE WEALTH GROUP, LLC: 246,056
INDEPENDENT FINANCIAL GROUP, LLC: 170,465
TRUIST FINANCIAL CORP: 152,312
ASSETMARK, INC: 132,435
COMMONWEALTH EQUITY SERVICES, LLC: 103,608
101.41% of First Trust Developed Markets ex-US AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.83 M shares in the last 24 months. This purchase volume represents approximately $1.06 B in transactions.