First Trust Europe AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.15 M | $65.37 M | 6.12% | 13.32% |
| MORGAN STANLEY | 08/13/2026 | 884.64 K | $50.47 M | -1.04% | 10.29% |
| LPL FINANCIAL LLC | 08/07/2026 | 552.85 K | $31.54 M | 2.31% | 6.43% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 298.46 K | $17.03 M | 3.11% | 3.47% |
| UBS GROUP AG | 08/13/2026 | 280.86 K | $16.02 M | 18.08% | 3.27% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 240.27 K | $13.71 M | -0.44% | 2.79% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 214.36 K | $12.23 M | 4.81% | 2.49% |
| BANK OF NOVA SCOTIA | 08/12/2026 | 200.20 K | $11.42 M | 100.00% | 2.33% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 168.32 K | $9.58 M | 9.76% | 1.96% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 162.94 K | $9.34 M | -5.58% | 1.89% |
| VONTOBEL HOLDING LTD. | 08/03/2026 | 147.07 K | $8.39 M | -0.34% | 1.71% |
| ASSETMARK, INC | 07/30/2026 | 133.15 K | $7.60 M | 8.14% | 1.55% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 120.82 K | $6.89 M | 0.00% | 1.40% |
| DUNHILL FINANCIAL, LLC | 08/07/2026 | 117.40 K | $6.72 M | 30.08% | 1.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 113.77 K | $6.49 M | 4.06% | 1.32% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 94.10 K | $5.37 M | 1.91% | 1.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 83.45 K | $4.76 M | 1.45% | 0.97% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 81.56 K | $4.65 M | 8.56% | 0.95% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 74.73 K | $4.26 M | 4.72% | 0.87% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 60.20 K | $3.43 M | 0.81% | 0.70% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 57.26 K | $3.27 M | -0.89% | 0.67% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 48.55 K | $2.77 M | -1.42% | 0.56% |
| CITADEL ADVISORS LLC | 09/02/2026 | 47.65 K | $2.72 M | 17.70% | 0.55% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 46.27 K | $2.64 M | 11.68% | 0.54% |
| MAINSAIL FINANCIAL GROUP, LLC | 07/15/2026 | 45.61 K | $2.60 M | 7.86% | 0.53% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 45.11 K | $2.57 M | 0.00% | 0.52% |
| IFP ADVISORS, INC | 07/20/2026 | 41.24 K | $2.35 M | 3.43% | 0.48% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 39.05 K | $2.23 M | -6.25% | 0.45% |
| HSBC HOLDINGS PLC | 08/14/2026 | 35.50 K | $2.03 M | 51.06% | 0.41% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 31.50 K | $1.80 M | -36.05% | 0.37% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/14/2026 | 28.66 K | $9.55 K | 100.00% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 28.08 K | $1.60 M | 2.02% | 0.33% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 27.31 K | $1.56 M | 0.00% | 0.32% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 26.02 K | $1.48 M | -1.67% | 0.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 08/04/2026 | 23.95 K | $1.37 M | -0.35% | 0.28% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 23.52 K | $1.34 M | -8.85% | 0.27% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 23.51 K | $1.34 M | 4.26% | 0.27% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 23.21 K | $1.32 M | -0.52% | 0.27% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 20.59 K | $1.17 M | 9.41% | 0.24% |
| SMITH, MOORE & CO. | 08/12/2026 | 20.57 K | $1.17 M | 3.71% | 0.24% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 20.02 K | $1.14 M | -0.03% | 0.23% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 18.80 K | $1.07 M | 1.66% | 0.22% |
| ROYAL BANK OF CANADA | 08/14/2026 | 17.52 K | $1.00 M | -5.14% | 0.20% |
| ONEASCENT FINANCIAL SERVICES LLC | 08/11/2026 | 17.41 K | $993.24 K | -0.59% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 17.06 K | $973.46 K | 34.02% | 0.20% |
| RPG FAMILY WEALTH ADVISORY, LLC | 08/05/2026 | 14.54 K | $829.72 K | -1.50% | 0.17% |
| RISK PARADIGM GROUP, LLC | 08/05/2026 | 13.95 K | $795.96 K | -1.56% | 0.16% |
| ABLE FINANCIAL GROUP, LLC | 07/22/2026 | 13.65 K | $778.96 K | -0.13% | 0.16% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 12.93 K | $737.60 K | -2.40% | 0.15% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 08/17/2026 | 12.07 K | $688.45 K | -6.74% | 0.14% |
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First Trust Europe AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 201 institutional investors and hedge funds held shares of First Trust Europe AlphaDEX Fund. The most heavily invested institutionals were:
FIRST TRUST ADVISORS LP: 1.15 M
MORGAN STANLEY: 884,638
LPL Financial LLC: 552,847
ENVESTNET ASSET MANAGEMENT INC: 298,459
UBS Group AG: 280,860
WELLS FARGO & COMPANY/MN: 240,269
69.84% of First Trust Europe AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.65 M shares in the last 24 months. This purchase volume represents approximately $476.37 M in transactions.