First Trust Europe AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 860.88 K | $46.28 M | 6.35% | 11.16% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 707.82 K | $38.05 M | 100.00% | 9.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 508.29 K | $27.32 M | 8.99% | 6.70% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 273.73 K | $15.09 M | -0.43% | 3.87% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 294.72 K | $15.84 M | -5.10% | 3.82% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 199.66 K | $10.73 M | -0.63% | 2.59% |
| UBS GROUP AG | 01/29/2026 | 196.43 K | $10.56 M | 9.09% | 2.55% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 163.27 K | $8.78 M | -30.70% | 2.12% |
| VONTOBEL HOLDING LTD. | 02/13/2026 | 152.49 K | $8.20 M | 0.00% | 2.00% |
| ASSETMARK, INC | 01/23/2026 | 115.36 K | $6.20 M | 0.10% | 1.63% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 110.85 K | $5.96 M | 31.49% | 1.44% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 97.59 K | $5.25 M | 12.21% | 1.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 90.41 K | $4.86 M | 5.05% | 1.28% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 88.82 K | $4.78 M | 29.46% | 1.26% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 82.22 K | $4.42 M | -3.29% | 1.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 72.68 K | $3.91 M | 398.25% | 0.95% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 61.88 K | $3.34 M | -2.36% | 0.80% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 59.61 K | $3.20 M | 8.87% | 0.78% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 58.58 K | $3.15 M | 14.73% | 0.77% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 50.12 K | $2.69 M | -3.63% | 0.65% |
| MAINSAIL FINANCIAL GROUP, LLC | 01/23/2026 | 43.66 K | $2.35 M | 1.30% | 0.62% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 45.23 K | $2.43 M | 1.28% | 0.59% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 40.29 K | $2.17 M | 3.19% | 0.53% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 38.95 K | $2.09 M | -2.44% | 0.51% |
| IFP ADVISORS, INC | 02/06/2026 | 36.33 K | $1.95 M | 4.69% | 0.47% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 31.09 K | $1.67 M | -0.96% | 0.41% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 27.63 K | $1.49 M | 2.71% | 0.39% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 26.93 K | $1.45 M | -4.48% | 0.35% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 27.31 K | $1.47 M | -9.38% | 0.35% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 26.68 K | $1.43 M | 1.65% | 0.35% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 24.25 K | $1.30 M | -3.14% | 0.34% |
| BELLEVUE ASSET MANAGEMENT, LLC | 01/23/2026 | 23.21 K | $1.25 M | 0.24% | 0.33% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 23.15 K | $1.24 M | 9.33% | 0.31% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 20.47 K | $1.10 M | -2.17% | 0.27% |
| DUNHILL FINANCIAL, LLC | 01/29/2026 | 18.63 K | $1.01 M | 276.88% | 0.26% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 18.02 K | $968.00 K | -4.88% | 0.25% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 19.04 K | $1.02 M | -1.74% | 0.25% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 18.36 K | $987.04 K | -4.87% | 0.24% |
| JANE STREET GROUP, LLC | 02/12/2026 | 15.77 K | $847.55 K | -43.89% | 0.22% |
| ROYAL BANK OF CANADA | 02/17/2026 | 17.20 K | $924.00 K | -29.20% | 0.22% |
| RICHMOND INVESTMENT SERVICES, LLC | 02/12/2026 | 16.51 K | $887.40 K | 0.18% | 0.22% |
| RPG FAMILY WEALTH ADVISORY, LLC | 02/13/2026 | 15.67 K | $842.12 K | -8.41% | 0.21% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 15.31 K | $822.88 K | 0.49% | 0.20% |
| ABLE FINANCIAL GROUP, LLC | 01/23/2026 | 14.15 K | $760.52 K | -0.30% | 0.20% |
| SMITH, MOORE & CO. | 01/23/2026 | 14.11 K | $758.30 K | 236.68% | 0.20% |
| RISK PARADIGM GROUP, LLC | 02/17/2026 | 14.95 K | $803.52 K | 100.00% | 0.19% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 13.24 K | $711.89 K | -1.66% | 0.19% |
| TRIAD WEALTH PARTNERS, LLC | 01/22/2026 | 12.86 K | $691.34 K | 100.00% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 13.92 K | $748.26 K | -1.25% | 0.18% |
| IAMS WEALTH MANAGEMENT, LLC | 01/26/2026 | 12.14 K | $652.67 K | -10.90% | 0.17% |
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First Trust Europe AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 178 institutional investors and hedge funds held shares of First Trust Europe AlphaDEX Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 289,457
UBS Group AG: 237,855
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 172,569
Cambridge Investment Research Advisors, Inc.: 82,258
Janney Montgomery Scott LLC: 57,769
COMMONWEALTH EQUITY SERVICES, LLC: 49,250
73.52% of First Trust Europe AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.54 M shares in the last 24 months. This purchase volume represents approximately $415.36 M in transactions.