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 |
|---|---|---|---|---|---|
| 05/12/2026 | 39.44 K | $2.55 M | -8.72% | 29.03% | |
| CITADEL ADVISORS LLC | 05/15/2026 | 23.44 K | $1.52 M | 41.36% | 17.25% |
| JANE STREET GROUP, LLC | 05/12/2026 | 21.17 K | $1.37 M | -3.76% | 15.59% |
| MORGAN STANLEY | 05/15/2026 | 6.80 K | $439.34 K | 4.60% | 5.00% |
| LPL FINANCIAL LLC | 05/06/2026 | 6.34 K | $409.73 K | 0.00% | 4.66% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 3.24 K | $209.49 K | 100.00% | 2.39% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.86 K | $184.56 K | 4.35% | 2.10% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 501 | $32.39 K | 0.00% | 0.37% |
| UBS GROUP AG | 05/05/2026 | 141 | $9.12 K | 100.00% | 0.10% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $63 | 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, 16 institutional investors and hedge funds held shares of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund. The most heavily invested institutionals were:
CITADEL ADVISORS LLC: 23,440
JANE STREET GROUP, LLC: 21,173
MORGAN STANLEY: 6,795
LPL Financial LLC: 6,337
Belpointe Asset Management LLC: 3,240
ADVISOR GROUP HOLDINGS, INC.: 2,857
76.50% of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 162.37 K shares in the last 24 months. This purchase volume represents approximately $10.81 M in transactions.