First Trust Japan AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 735.44 K | $49.40 M | -0.69% | 26.57% |
| MORGAN STANLEY | 02/13/2026 | 271.91 K | $18.27 M | -1.38% | 9.82% |
| LPL FINANCIAL LLC | 02/11/2026 | 240.11 K | $16.13 M | 15.40% | 8.59% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 215.69 K | $14.49 M | 2.68% | 7.79% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 119.43 K | $8.02 M | 8.81% | 4.31% |
| RATHBONES GROUP PLC | 02/06/2026 | 105.31 K | $7.07 M | -2.11% | 3.77% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 92.15 K | $6.32 M | -0.85% | 3.21% |
| ASSETMARK, INC | 01/23/2026 | 86.90 K | $5.84 M | 2.03% | 3.02% |
| HOLISTIC FINANCIAL PARTNERS | 01/07/2026 | 67.47 K | $4.53 M | 0.73% | 2.35% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 52.88 K | $3.55 M | -0.87% | 1.76% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 42.87 K | $2.89 M | 22.43% | 1.55% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 41.79 K | $2.81 M | -1.60% | 1.50% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 34.95 K | $2.35 M | 24.19% | 1.22% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 02/13/2026 | 30.18 K | $2.03 M | 0.48% | 1.09% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 30.67 K | $2.06 M | 30.77% | 1.02% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 25.33 K | $1.70 M | 87.07% | 0.91% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 24.42 K | $1.64 M | 4.06% | 0.87% |
| IFP ADVISORS, INC | 02/06/2026 | 23.88 K | $1.60 M | 6.84% | 0.86% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 22.58 K | $1.52 M | 46.82% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 21.16 K | $1.42 M | -0.32% | 0.76% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 19.53 K | $1.31 M | -6.60% | 0.71% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 19.32 K | $1.30 M | 9.41% | 0.69% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 18.96 K | $1.27 M | 11.30% | 0.68% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 17.85 K | $1.20 M | 100.00% | 0.64% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 17.57 K | $1.18 M | -2.77% | 0.61% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 16.24 K | $1.09 M | 6.02% | 0.59% |
| US BANCORP \DE\ | 01/30/2026 | 16.78 K | $1.13 M | 89.93% | 0.58% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 14.31 K | $961.47 K | -6.84% | 0.52% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 13.69 K | $919.42 K | 0.61% | 0.49% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 13.04 K | $876.00 K | -3.23% | 0.45% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 11.87 K | $797.33 K | 10.92% | 0.43% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 11.77 K | $790.37 K | -2.40% | 0.43% |
| AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 02/04/2026 | 11.81 K | $794.42 K | -0.34% | 0.41% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 10.99 K | $737.89 K | -1.86% | 0.38% |
| IAMS WEALTH MANAGEMENT, LLC | 01/26/2026 | 8.61 K | $578.56 K | -11.43% | 0.30% |
| HBW ADVISORY SERVICES LLC | 01/23/2026 | 8.57 K | $575.89 K | 100.00% | 0.30% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 8.40 K | $564.00 K | 1.38% | 0.29% |
| CITADEL ADVISORS LLC | 02/17/2026 | 8.02 K | $539.01 K | 100.00% | 0.29% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 7.35 K | $493.77 K | 6.80% | 0.26% |
| TRIAD WEALTH PARTNERS, LLC | 01/22/2026 | 7.30 K | $490.51 K | 100.00% | 0.25% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 7.02 K | $471.50 K | 5.37% | 0.24% |
| 02/18/2026 | 5.74 K | $385.79 K | 100.00% | 0.21% | |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 4.46 K | $299.43 K | 7.66% | 0.16% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 02/17/2026 | 4.27 K | $287.00 K | -0.14% | 0.15% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 4.01 K | $269.37 K | -5.47% | 0.14% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 02/13/2026 | 3.97 K | $266.70 K | 3.12% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 3.91 K | $262.67 K | -21.20% | 0.14% |
| PINNACLE FAMILY ADVISORS, LLC | 02/17/2026 | 3.85 K | $258.60 K | -1.99% | 0.14% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 02/03/2026 | 3.85 K | $258.69 K | -2.65% | 0.13% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 3.73 K | $250.39 K | -0.21% | 0.13% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
First Trust Japan AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of First Trust Japan AlphaDEX Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 218,787
Holistic Financial Partners: 69,247
Cambridge Investment Research Advisors, Inc.: 58,937
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 54,012
HighTower Advisors, LLC: 36,162
Prospera Financial Services Inc: 25,279
87.32% of First Trust Japan AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.13 M shares in the last 24 months. This purchase volume represents approximately $373.46 M in transactions.