First Trust United Kingdom AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 02/13/2026 | 754.11 K | $38.39 M | 7.21% | 43.77% |
| CITADEL ADVISORS LLC | 02/17/2026 | 134.65 K | $6.85 M | 13.54% | 7.86% |
| MORGAN STANLEY | 02/13/2026 | 92.20 K | $4.69 M | -7.34% | 5.38% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 59.17 K | $3.08 M | 100.00% | 3.43% |
| RATHBONES GROUP PLC | 02/06/2026 | 58.68 K | $2.99 M | -5.00% | 3.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 38.30 K | $1.95 M | 306.34% | 2.24% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 31.99 K | $1.63 M | 0.00% | 1.87% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 23.28 K | $1.18 M | -5.49% | 1.35% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 22.96 K | $1.17 M | 100.00% | 1.34% |
| JANE STREET GROUP, LLC | 02/12/2026 | 20.03 K | $1.02 M | 82.52% | 1.17% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 15.28 K | $777.99 K | 4.43% | 0.89% |
| PGIM CUSTOM HARVEST LLC | 02/17/2026 | 14.03 K | $714.36 K | -5.84% | 0.82% |
| GENESEE CAPITAL ADVISORS, LLC | 01/16/2026 | 12.95 K | $659.27 K | 100.00% | 0.81% |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | 02/17/2026 | 11.84 K | $602.34 K | 100.00% | 0.69% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 10.63 K | $541.17 K | 2.69% | 0.67% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 8.17 K | $415.83 K | -3.89% | 0.48% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 01/21/2026 | 5.43 K | $276.28 K | -3.12% | 0.34% |
| STONEX GROUP INC. | 02/12/2026 | 5.33 K | $271.39 K | 12.47% | 0.31% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 02/13/2026 | 5.25 K | $267.19 K | -5.61% | 0.30% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 02/13/2026 | 5.00 K | $254.55 K | 0.00% | 0.29% |
| DUNHILL FINANCIAL, LLC | 01/29/2026 | 3.09 K | $169.15 K | 220.10% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 3.23 K | $164.44 K | -1.82% | 0.19% |
| EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD | 02/13/2026 | 2.00 K | $101.92 K | 0.00% | 0.12% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 737 | $37.52 K | 0.27% | 0.04% |
| JPMORGAN CHASE & CO | 02/11/2026 | 265 | $13.49 K | 100.00% | 0.02% |
| COMERICA BANK | 01/29/2026 | 124 | $6.31 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 122 | $6.21 K | 12,100.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 110 | $5.60 K | -98.66% | 0.01% |
| DARWIN WEALTH MANAGEMENT, LLC | 01/22/2026 | 3 | $152 | 100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 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, 47 institutional investors and hedge funds held shares of First Trust United Kingdom AlphaDEX Fund. The most heavily invested institutionals were:
COTTONWOOD CAPITAL ADVISORS, LLC: 11,788
Genesee Capital Advisors, LLC: 11,778
Walkner Condon Financial Advisors LLC: 5,427
Williams Jones Wealth Management, LLC.: 5,000
UBS Group AG: 605
FIFTH THIRD BANCORP: 124
78.15% of First Trust United Kingdom AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.08 M shares in the last 24 months. This purchase volume represents approximately $160.70 M in transactions.