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 | 05/13/2026 | 1.15 M | $57.91 M | 52.47% | 57.32% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 148.38 K | $7.47 M | 150.75% | 7.40% |
| CITADEL ADVISORS LLC | 05/15/2026 | 85.47 K | $4.30 M | -36.52% | 4.26% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 75.61 K | $3.81 M | 100.00% | 3.77% |
| JANE STREET GROUP, LLC | 05/12/2026 | 62.21 K | $3.13 M | 210.65% | 3.10% |
| RATHBONES GROUP PLC | 06/09/2026 | 45.34 K | $2.28 M | -22.72% | 2.26% |
| MORGAN STANLEY | 05/15/2026 | 38.17 K | $1.92 M | -58.59% | 1.90% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 32.44 K | $1.61 M | 1.43% | 1.62% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 21.46 K | $1.08 M | -43.98% | 1.07% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 20.79 K | $1.05 M | -10.66% | 1.04% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 19.35 K | $974.60 K | 26.63% | 0.96% |
| PRIVATE ADVISORY GROUP LLC | 05/08/2026 | 16.90 K | $851.26 K | 100.00% | 0.84% |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | 05/15/2026 | 15.43 K | $776.73 K | 30.33% | 0.77% |
| PGIM CUSTOM HARVEST LLC | 05/13/2026 | 14.81 K | $745.96 K | 5.56% | 0.74% |
| DUNHILL FINANCIAL, LLC | 05/06/2026 | 14.50 K | $730.17 K | 369.31% | 0.72% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 05/15/2026 | 13.62 K | $685.89 K | 159.51% | 0.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 04/17/2026 | 11.79 K | $593.68 K | 10.89% | 0.59% |
| GENESEE CAPITAL ADVISORS, LLC | 04/22/2026 | 11.78 K | $593.16 K | -9.05% | 0.59% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 04/28/2026 | 5.43 K | $273.31 K | 0.00% | 0.27% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 05/05/2026 | 5.00 K | $251.80 K | 0.00% | 0.25% |
| LPL FINANCIAL LLC | 05/06/2026 | 4.31 K | $217.14 K | 100.00% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 3.23 K | $162.66 K | 0.00% | 0.16% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 737 | $37.12 K | 0.00% | 0.04% |
| UBS GROUP AG | 05/05/2026 | 605 | $30.47 K | 450.00% | 0.03% |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 05/06/2026 | 374 | $18.84 K | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 05/13/2026 | 204 | $9.92 K | -23.02% | 0.01% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 136 | $6.85 K | 100.00% | 0.01% |
| FIFTH THIRD BANCORP | 05/01/2026 | 124 | $6.25 K | 100.00% | 0.01% |
| ASSETMARK, INC | 05/06/2026 | 11 | $554 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2 | $90 | -98.36% | 0.00% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| DARWIN WEALTH MANAGEMENT, LLC | 05/01/2026 | 0 | $0 | -100.00% | 0.00% |
| EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD | 05/15/2026 | 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, 51 institutional investors and hedge funds held shares of First Trust United Kingdom AlphaDEX Fund. The most heavily invested institutionals were:
FIRST TRUST ADVISORS LP: 1.15 M
WILEY BROS.-AINTREE CAPITAL, LLC: 148,376
CITADEL ADVISORS LLC: 85,471
Advisory Services Network, LLC: 75,610
JANE STREET GROUP, LLC: 62,210
Rathbones Group PLC: 45,343
90.63% of First Trust United Kingdom AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.56 M shares in the last 24 months. This purchase volume represents approximately $185.39 M in transactions.