First Trust Emerging Markets AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 3.00 M | $96.10 M | 11.47% | 15.97% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.26 M | $72.33 M | 27.55% | 12.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.47 M | $47.06 M | 9.25% | 7.82% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.32 M | $42.27 M | 1.38% | 7.02% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 875.59 K | $28.01 M | 3.09% | 4.65% |
| ROYAL BANK OF CANADA | 08/14/2026 | 805.90 K | $25.78 M | -3.27% | 4.28% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 671.88 K | $21.49 M | -11.40% | 3.57% |
| UBS GROUP AG | 08/13/2026 | 647.07 K | $20.70 M | -4.50% | 3.44% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 07/15/2026 | 636.37 K | $20.36 M | 3.11% | 3.38% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 582.97 K | $18.65 M | 31.05% | 3.10% |
| TCP ASSET MANAGEMENT, LLC | 07/15/2026 | 455.27 K | $14.56 M | 3.36% | 2.42% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 369.79 K | $11.83 M | -2.66% | 1.97% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 362.70 K | $11.60 M | -18.27% | 1.93% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 360.03 K | $11.52 M | -1.55% | 1.91% |
| ASSETMARK, INC | 07/30/2026 | 356.47 K | $11.40 M | 11.05% | 1.89% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 313.81 K | $10.04 M | 0.00% | 1.67% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 223.08 K | $7.14 M | -2.17% | 1.19% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 148.32 K | $4.75 M | 5.07% | 0.79% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 07/27/2026 | 137.01 K | $4.38 M | 0.12% | 0.73% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 134.46 K | $4.30 M | -10.93% | 0.71% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 134.36 K | $4.30 M | 127.81% | 0.71% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 124.18 K | $3.97 M | 4.82% | 0.66% |
| IFP ADVISORS, INC | 07/20/2026 | 117.31 K | $3.75 M | 8.44% | 0.62% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 110.80 K | $3.54 M | 19.49% | 0.59% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 108.28 K | $3.46 M | -61.40% | 0.58% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 105.08 K | $3.36 M | -3.68% | 0.56% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 98.20 K | $3.14 M | 6.06% | 0.52% |
| ROMAN BUTLER FULLERTON & CO | 08/06/2026 | 96.36 K | $3.03 M | 100.00% | 0.51% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 94.70 K | $3.03 M | -39.00% | 0.50% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 89.05 K | $2.85 M | 100.00% | 0.47% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 82.37 K | $2.64 M | -0.08% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 79.71 K | $2.55 M | 47.80% | 0.42% |
| RATHBONES GROUP PLC | 07/23/2026 | 74.50 K | $2.38 M | 24.92% | 0.40% |
| MIDWEST FINANCIAL GROUP LLC | 07/21/2026 | 67.11 K | $2.15 M | 0.20% | 0.36% |
| VISE TECHNOLOGIES, INC. | 08/11/2026 | 63.99 K | $2.05 M | 100.00% | 0.34% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 62.82 K | $2.01 M | -7.53% | 0.33% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 61.21 K | $1.96 M | 6.11% | 0.33% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 58.95 K | $1.89 M | 141.85% | 0.31% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 58.85 K | $1.88 M | -5.27% | 0.31% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 58.32 K | $1.87 M | 53.96% | 0.31% |
| CITADEL ADVISORS LLC | 09/02/2026 | 53.76 K | $1.72 M | -27.93% | 0.29% |
| ONEASCENT FINANCIAL SERVICES LLC | 08/11/2026 | 49.44 K | $1.58 M | 3.24% | 0.26% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 49.31 K | $1.58 M | -3.13% | 0.26% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 48.48 K | $1.55 M | -30.36% | 0.26% |
| IMG WEALTH MANAGEMENT, INC. | 08/07/2026 | 47.90 K | $1.53 M | 12.31% | 0.25% |
| GREENWICH WEALTH MANAGEMENT LLC | 08/12/2026 | 47.62 K | $1.52 M | 2.31% | 0.25% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 46.64 K | $1.46 M | 7.78% | 0.25% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 45.55 K | $1.46 M | 5.41% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 44.45 K | $1.42 M | 6.23% | 0.24% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 43.67 K | $1.40 M | 29.28% | 0.23% |
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First Trust Emerging Markets AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 213 institutional investors and hedge funds held shares of First Trust Emerging Markets AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3 M
LPL Financial LLC: 2.26 M
WELLS FARGO & COMPANY/MN: 1.47 M
BANK OF AMERICA CORP /DE/: 1.32 M
ENVESTNET ASSET MANAGEMENT INC: 875,590
ROYAL BANK OF CANADA: 805,899
98.31% of First Trust Emerging Markets AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 26.79 M shares in the last 24 months. This purchase volume represents approximately $805.43 M in transactions.