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 | 02/13/2026 | 2.39 M | $65.37 M | 1.68% | 13.52% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.38 M | $37.62 M | 9.74% | 7.69% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.18 M | $32.25 M | -0.67% | 6.67% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.05 M | $28.65 M | 1.97% | 5.92% |
| ROYAL BANK OF CANADA | 02/17/2026 | 985.23 K | $26.95 M | -1.28% | 5.57% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/16/2026 | 605.43 K | $16.56 M | 0.62% | 3.74% |
| UBS GROUP AG | 01/29/2026 | 602.47 K | $16.48 M | -6.07% | 3.41% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 570.22 K | $15.60 M | -1.40% | 3.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 439.32 K | $12.02 M | -1.45% | 2.71% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 413.73 K | $11.32 M | -20.00% | 2.55% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 444.20 K | $12.15 M | 25.71% | 2.54% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 313.81 K | $8.58 M | 0.00% | 1.79% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 292.02 K | $7.99 M | 2.08% | 1.65% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 277.19 K | $7.58 M | 54.45% | 1.58% |
| ASSETMARK, INC | 01/23/2026 | 227.39 K | $6.22 M | 3.65% | 1.40% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 219.00 K | $5.99 M | -18.77% | 1.22% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 99.65 K | $2.73 M | -8.18% | 0.62% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 99.37 K | $2.72 M | -20.79% | 0.56% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 85.54 K | $2.34 M | 21.35% | 0.53% |
| MIDWEST FINANCIAL GROUP LLC | 01/20/2026 | 68.43 K | $1.87 M | -25.16% | 0.42% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 74.87 K | $2.05 M | 4.48% | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 69.43 K | $1.90 M | -2.69% | 0.39% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 68.50 K | $1.87 M | -1.15% | 0.38% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 63.47 K | $1.74 M | 6.66% | 0.35% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 56.44 K | $1.54 M | -5.74% | 0.32% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 52.90 K | $1.45 M | 8.59% | 0.30% |
| RATHBONES GROUP PLC | 02/06/2026 | 46.08 K | $1.26 M | 8.59% | 0.26% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 43.86 K | $1.20 M | 0.16% | 0.25% |
| VESTGEN ADVISORS, LLC | 02/17/2026 | 43.74 K | $1.20 M | 100.00% | 0.25% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 39.48 K | $1.08 M | -1.63% | 0.24% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 39.07 K | $1.16 M | 0.91% | 0.24% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 41.95 K | $1.15 M | 0.02% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 41.14 K | $1.13 M | -19.71% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 40.80 K | $1.12 M | 4.07% | 0.23% |
| IFP ADVISORS, INC | 02/06/2026 | 39.72 K | $1.09 M | -20.26% | 0.22% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 38.55 K | $1.05 M | -2.03% | 0.22% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 38.67 K | $1.06 M | -3.86% | 0.22% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 37.83 K | $1.03 M | 5.64% | 0.21% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 37.54 K | $1.03 M | 1.09% | 0.21% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 32.94 K | $900.83 K | 3.37% | 0.20% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 35.04 K | $958.45 K | 0.65% | 0.20% |
| APRIO WEALTH MANAGEMENT, LLC | 01/29/2026 | 31.08 K | $850.01 K | -0.07% | 0.19% |
| CWM, LLC | 01/26/2026 | 31.79 K | $870.00 K | -8.92% | 0.18% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 28.28 K | $773.46 K | -1.19% | 0.16% |
| 02/18/2026 | 28.04 K | $766.92 K | 100.00% | 0.16% | |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 25.55 K | $698.71 K | -1.61% | 0.16% |
| IAMS WEALTH MANAGEMENT, LLC | 01/26/2026 | 24.71 K | $675.75 K | -8.64% | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 26.56 K | $726.36 K | 55.35% | 0.15% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 26.12 K | $714.44 K | 68.24% | 0.15% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 25.84 K | $706.73 K | 3.27% | 0.15% |
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First Trust Emerging Markets AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 182 institutional investors and hedge funds held shares of First Trust Emerging Markets AlphaDEX Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 849,362
UBS Group AG: 677,564
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 617,179
Cambridge Investment Research Advisors, Inc.: 443,763
TCP Asset Management, LLC: 440,485
Sanctuary Advisors, LLC: 379,901
82.93% of First Trust Emerging Markets AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.86 M shares in the last 24 months. This purchase volume represents approximately $717.60 M in transactions.