First Trust Germany AlphaDEX Fund (FGM) Ownership

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First Trust Germany 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 925.10 K $55.52 M   52.59% 59.39%
WILEY BROS.-AINTREE CAPITAL, LLC 05/15/2026 118.94 K $7.14 M   146.56% 7.64%
ARLINGTON CAPITAL MANAGEMENT, INC. 05/01/2026 83.73 K $5.03 M   -1.33% 5.38%
ADVISORY SERVICES NETWORK, LLC 05/15/2026 58.67 K $3.52 M   100.00% 3.77%
CITADEL ADVISORS LLC 05/15/2026 55.53 K $3.33 M   100.00% 3.56%
MEITAV INVESTMENT HOUSE LTD 04/29/2026 52.00 K $3.12 M   0.00% 3.34%
GTS SECURITIES LLC 05/15/2026 47.65 K $2.86 M   121.93% 3.06%
JANE STREET GROUP, LLC 05/12/2026 29.67 K $1.78 M   -27.97% 1.90%
COTTONWOOD CAPITAL ADVISORS, LLC 04/17/2026 20.00 K $1.20 M   4.82% 1.28%
RAYMOND JAMES FINANCIAL INC 05/14/2026 15.19 K $911.79 K   21.72% 0.98%
PRIVATE ADVISORY GROUP LLC 05/08/2026 13.23 K $794.04 K   100.00% 0.85%
TRANSAMERICA FINANCIAL ADVISORS, INC. 05/15/2026 11.43 K $686.29 K   158.75% 0.73%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 05/15/2026 10.46 K $627.73 K   -75.03% 0.67%
GENESEE CAPITAL ADVISORS, LLC 04/22/2026 9.14 K $548.32 K   -10.31% 0.59%
FLOW TRADERS U.S. LLC 05/15/2026 7.34 K $441.00 K   -13.47% 0.47%
ADVISOR GROUP HOLDINGS, INC. 05/15/2026 5.76 K $345.62 K   0.14% 0.37%
MORGAN STANLEY 05/15/2026 5.51 K $330.53 K   -3.76% 0.35%
CETERA INVESTMENT ADVISERS 05/13/2026 4.66 K $279.81 K   100.00% 0.30%
UNIQUE WEALTH STRATEGIES, LLC 07/15/2026 3.53 K $211.68 K   -68.63% 0.23%
WAVERLY ADVISORS, LLC 05/15/2026 3.46 K $207.42 K   -16.94% 0.22%
GOLDEN STATE WEALTH MANAGEMENT, LLC 04/28/2026 1.06 K $63.66 K   0.00% 0.07%
IFP ADVISORS, INC 04/13/2026 602 $36.13 K   49.75% 0.04%
FARTHER FINANCE ADVISORS, LLC 04/07/2026 319 $19.53 K   0.00% 0.02%
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC 05/06/2026 316 $18.97 K   100.00% 0.02%
JPMORGAN CHASE & CO 05/13/2026 211 $12.22 K   -56.49% 0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV 04/13/2026 200 $12.01 K   0.00% 0.01%
FMR LLC 05/15/2026 124 $7.44 K   0.81% 0.01%
UBS GROUP AG 05/05/2026 113 $6.78 K   100.00% 0.01%
ASSETMARK, INC 05/06/2026 26 $1.56 K   0.00% 0.00%
STONEX GROUP INC. 05/14/2026 0 $0   -100.00% 0.00%
DARWIN WEALTH MANAGEMENT, LLC 05/01/2026 0 $0   -100.00% 0.00%
BRIGHT FUTURES WEALTH MANAGEMENT, LLC. 04/15/2026 0 $0   -100.00% 0.00%
KESTRA ADVISORY SERVICES, LLC 04/30/2026 0 $0   -100.00% 0.00%

First Trust Germany AlphaDEX Fund institutional Ownership - FAQ's

During the previous two years, 35 institutional investors and hedge funds held shares of First Trust Germany AlphaDEX Fund. The most heavily invested institutionals were:

Arlington Capital Management, Inc.: 0

Private Advisory Group LLC: 0

FIRST TRUST ADVISORS LP: 925,098

WILEY BROS.-AINTREE CAPITAL, LLC: 118,936

Advisory Services Network, LLC: 58,673

CITADEL ADVISORS LLC: 55,527

95.26% of First Trust Germany AlphaDEX Fund stock is owned by institutional investors.

Institutional investors have bought a total of 1.41 M shares in the last 24 months. This purchase volume represents approximately $86.84 M in transactions.