First Trust Developed Markets ex-US Small Cap AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CRUSONIA WEALTH ADVISORS LLC | 07/30/2026 | 39.44 K | $2.59 M | 0.00% | 29.03% |
| CITADEL ADVISORS LLC | 09/02/2026 | 30.22 K | $1.98 M | 28.90% | 22.24% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 9.87 K | $646.93 K | 100.00% | 7.26% |
| CITY HOLDING CO | 07/10/2026 | 8.90 K | $583.40 K | 100.00% | 6.55% |
| JANE STREET GROUP, LLC | 08/14/2026 | 8.31 K | $544.67 K | -60.76% | 6.12% |
| AURORA PRIVATE WEALTH, INC. | 07/22/2026 | 6.34 K | $416.00 K | 100.00% | 4.67% |
| LPL FINANCIAL LLC | 08/07/2026 | 6.34 K | $415.40 K | 0.00% | 4.66% |
| MORGAN STANLEY | 08/13/2026 | 3.81 K | $249.61 K | -43.97% | 2.80% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 3.32 K | $217.44 K | 2.38% | 2.44% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.81 K | $184.06 K | -1.65% | 2.07% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 2.00 K | $131.10 K | 100.00% | 1.47% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.00 K | $65.55 K | 100.00% | 0.74% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 387 | $25.37 K | -22.75% | 0.28% |
| UBS GROUP AG | 08/13/2026 | 113 | $7.41 K | -19.86% | 0.08% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $74 | 0.00% | 0.00% |
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First Trust Developed Markets ex-US Small Cap AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund. The most heavily invested institutionals were:
Crusonia Wealth Advisors LLC: 39,439
CITADEL ADVISORS LLC: 30,215
CIBC WORLD MARKET INC.: 9,869
CITY HOLDING CO: 8,900
JANE STREET GROUP, LLC: 8,309
Aurora Private Wealth, Inc.: 6,339
90.43% of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 220.72 K shares in the last 24 months. This purchase volume represents approximately $14.70 M in transactions.