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 | 05/13/2026 | 1.08 M | $58.96 M | 52.54% | 12.80% |
| MORGAN STANLEY | 05/15/2026 | 893.98 K | $48.82 M | 3.85% | 10.60% |
| LPL FINANCIAL LLC | 05/06/2026 | 540.36 K | $29.51 M | 6.31% | 6.40% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 289.46 K | $15.81 M | -1.78% | 3.43% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 241.34 K | $13.18 M | 47.82% | 2.86% |
| UBS GROUP AG | 05/05/2026 | 237.86 K | $12.99 M | 21.09% | 2.82% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 204.53 K | $11.17 M | 2.44% | 2.42% |
| JANE STREET GROUP, LLC | 05/12/2026 | 177.00 K | $9.67 M | 1,022.58% | 2.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 172.57 K | $9.53 M | -36.96% | 2.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 153.36 K | $8.38 M | 111.00% | 1.82% |
| VONTOBEL HOLDING LTD. | 05/08/2026 | 147.57 K | $8.06 M | -3.23% | 1.75% |
| ASSETMARK, INC | 05/06/2026 | 123.13 K | $6.72 M | 6.73% | 1.46% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 120.82 K | $6.60 M | 8.99% | 1.43% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 109.34 K | $5.97 M | 12.03% | 1.30% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 92.34 K | $5.04 M | 3.96% | 1.09% |
| DUNHILL FINANCIAL, LLC | 05/06/2026 | 90.25 K | $4.93 M | 384.46% | 1.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 82.26 K | $4.49 M | -9.02% | 0.97% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 75.13 K | $4.10 M | -8.62% | 0.89% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 71.36 K | $3.90 M | 100.00% | 0.85% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 59.72 K | $3.26 M | 0.19% | 0.71% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 57.77 K | $3.16 M | -1.38% | 0.68% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 55.84 K | $3.05 M | 100.00% | 0.66% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 49.25 K | $2.69 M | -1.74% | 0.58% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 49.25 K | $2.69 M | 112.71% | 0.58% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 45.11 K | $2.46 M | -0.26% | 0.53% |
| MAINSAIL FINANCIAL GROUP, LLC | 04/15/2026 | 42.29 K | $2.31 M | -3.14% | 0.50% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 41.65 K | $2.27 M | 3.39% | 0.49% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 41.43 K | $2.26 M | 6.38% | 0.49% |
| CITADEL ADVISORS LLC | 05/15/2026 | 40.49 K | $2.21 M | 946.18% | 0.48% |
| IFP ADVISORS, INC | 04/13/2026 | 39.87 K | $2.18 M | 9.76% | 0.47% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 27.53 K | $1.50 M | 2.23% | 0.33% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 27.31 K | $1.49 M | -1.16% | 0.32% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 26.46 K | $1.45 M | -0.81% | 0.31% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 25.80 K | $1.41 M | -5.55% | 0.31% |
| HRT FINANCIAL LP | 05/14/2026 | 25.42 K | $1.39 M | 100.00% | 0.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 04/24/2026 | 24.03 K | $1.31 M | 3.55% | 0.28% |
| HSBC HOLDINGS PLC | 04/30/2026 | 23.50 K | $1.28 M | 100.00% | 0.28% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 23.33 K | $1.27 M | -3.77% | 0.28% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 22.54 K | $1.23 M | 100.00% | 0.27% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 20.03 K | $1.11 M | -2.16% | 0.24% |
| SMITH, MOORE & CO. | 05/05/2026 | 19.84 K | $1.08 M | 40.61% | 0.24% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 18.82 K | $1.03 M | -1.17% | 0.22% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 18.50 K | $1.01 M | 2.66% | 0.22% |
| ROYAL BANK OF CANADA | 05/15/2026 | 18.47 K | $1.01 M | 7.39% | 0.22% |
| ONEASCENT FINANCIAL SERVICES LLC | 04/21/2026 | 17.51 K | $956.39 K | -4.62% | 0.21% |
| RICHMOND INVESTMENT SERVICES, LLC | 04/29/2026 | 14.91 K | $814.12 K | -9.70% | 0.18% |
| RPG FAMILY WEALTH ADVISORY, LLC | 05/14/2026 | 14.77 K | $806.30 K | -5.75% | 0.18% |
| RISK PARADIGM GROUP, LLC | 05/14/2026 | 14.17 K | $773.99 K | -5.18% | 0.17% |
| ABLE FINANCIAL GROUP, LLC | 04/21/2026 | 13.67 K | $746.63 K | -3.36% | 0.16% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 13.25 K | $723.44 K | 0.03% | 0.16% |
First Trust Europe AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 180 institutional investors and hedge funds held shares of First Trust Europe AlphaDEX Fund. The most heavily invested institutionals were:
FIRST TRUST ADVISORS LP: 1.08 M
MORGAN STANLEY: 893,976
LPL Financial LLC: 540,363
ENVESTNET ASSET MANAGEMENT INC: 289,457
WELLS FARGO & COMPANY/MN: 241,336
UBS Group AG: 237,855
73.34% of First Trust Europe AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.45 M shares in the last 24 months. This purchase volume represents approximately $465.62 M in transactions.