First Trust United Kingdom AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 09/02/2026 | 50.40 K | $2.65 M | -41.03% | 2.41% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 37.68 K | $1.98 M | 75.58% | 1.80% |
| RATHBONES GROUP PLC | 07/23/2026 | 35.44 K | $1.86 M | -21.84% | 1.70% |
| MORGAN STANLEY | 08/13/2026 | 33.47 K | $1.76 M | -12.32% | 1.60% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 32.53 K | $1.71 M | 0.26% | 1.56% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 23.88 K | $1.26 M | 100.00% | 1.14% |
| JANE STREET GROUP, LLC | 08/14/2026 | 23.87 K | $1.26 M | -61.63% | 1.14% |
| DUNHILL FINANCIAL, LLC | 08/07/2026 | 23.68 K | $1.26 M | 63.36% | 1.13% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 19.18 K | $1.01 M | -7.79% | 0.92% |
| PGIM CUSTOM HARVEST LLC | 08/13/2026 | 15.59 K | $820.32 K | 5.26% | 0.75% |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | 08/12/2026 | 15.28 K | $804.06 K | -0.93% | 0.73% |
| GENESEE CAPITAL ADVISORS, LLC | 08/06/2026 | 11.64 K | $612.29 K | -1.20% | 0.56% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 10.87 K | $572.00 K | 100.00% | 0.52% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 07/27/2026 | 8.82 K | $464.18 K | 62.56% | 0.42% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 08/05/2026 | 5.00 K | $263.10 K | 0.00% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 4.05 K | $213.09 K | 100.00% | 0.19% |
| MASECO LLP | 08/05/2026 | 1.14 K | $60.19 K | 100.00% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 802 | $42.20 K | 32.56% | 0.04% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 737 | $38.78 K | 0.00% | 0.04% |
| FIFTH THIRD BANCORP | 08/05/2026 | 123 | $6.47 K | -0.81% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 75 | $3.95 K | 100.00% | 0.00% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 08/17/2026 | 67 | $3.54 K | -99.51% | 0.00% |
| ASSETMARK, INC | 07/30/2026 | 23 | $1.21 K | 109.09% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISORY GROUP LLC | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 07/23/2026 | 0 | $0 | -100.00% | 0.00% |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| UNIQUE WEALTH STRATEGIES, LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
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First Trust United Kingdom AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of First Trust United Kingdom AlphaDEX Fund. The most heavily invested institutionals were:
CITADEL ADVISORS LLC: 50,403
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 37,676
Rathbones Group PLC: 35,441
MORGAN STANLEY: 33,472
CI Private Wealth, LLC: 32,528
FLOW TRADERS U.S. LLC: 23,878
16.97% of First Trust United Kingdom AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.09 M shares in the last 24 months. This purchase volume represents approximately $109.07 M in transactions.