First Trust Mid Cap Value AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 08/03/2026 | 1.28 M | $80.86 M | -4.91% | 36.62% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 260.75 K | $15.99 M | 0.83% | 7.48% |
| MORGAN STANLEY | 08/13/2026 | 249.49 K | $15.30 M | 5.91% | 7.16% |
| LPL FINANCIAL LLC | 08/07/2026 | 143.04 K | $8.77 M | 3.96% | 4.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 130.37 K | $7.99 M | 23.49% | 3.74% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 64.01 K | $3.92 M | 2.14% | 1.84% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 53.95 K | $3.31 M | -8.21% | 1.55% |
| UBS GROUP AG | 08/13/2026 | 50.79 K | $3.11 M | -0.67% | 1.46% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 46.84 K | $2.87 M | 68.24% | 1.34% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 45.77 K | $2.81 M | -9.26% | 1.31% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 41.81 K | $2.58 M | 12.60% | 1.20% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 20.46 K | $1.25 M | -1.60% | 0.59% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 17.02 K | $1.04 M | -1.23% | 0.49% |
| ROYAL BANK OF CANADA | 08/14/2026 | 16.63 K | $1.02 M | -27.53% | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 15.31 K | $938.43 K | -6.75% | 0.44% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 13.80 K | $846.22 K | 139.37% | 0.40% |
| KEEL POINT, LLC | 08/14/2026 | 11.69 K | $716.50 K | -1.36% | 0.34% |
| ARS WEALTH ADVISORS GROUP, LLC | 07/16/2026 | 11.49 K | $704.49 K | 0.02% | 0.33% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 9.92 K | $608.06 K | -5.15% | 0.28% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 9.37 K | $574.40 K | -9.35% | 0.27% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 8.27 K | $507.01 K | 0.21% | 0.24% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 5.61 K | $344.23 K | 0.00% | 0.16% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 5.33 K | $327.27 K | 0.21% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 4.89 K | $300.00 K | -3.11% | 0.14% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 4.76 K | $292.03 K | 0.00% | 0.14% |
| ADVISOR OS, LLC | 08/05/2026 | 4.48 K | $274.37 K | 0.00% | 0.13% |
| STONEX GROUP INC. | 08/12/2026 | 4.36 K | $265.68 K | 100.00% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 4.33 K | $265.65 K | -1.99% | 0.12% |
| SIGMA PLANNING CORP | 08/07/2026 | 4.15 K | $254.49 K | -0.72% | 0.12% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 3.99 K | $244.18 K | 0.03% | 0.11% |
| DAYMARK WEALTH PARTNERS, LLC | 07/31/2026 | 3.80 K | $232.92 K | -8.06% | 0.11% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 3.67 K | $224.73 K | 0.00% | 0.11% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 3.49 K | $213.86 K | 0.00% | 0.10% |
| RFG ADVISORY, LLC | 07/15/2026 | 3.30 K | $202.16 K | 100.00% | 0.09% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 2.93 K | $179.43 K | 0.27% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 2.61 K | $160.31 K | -9.52% | 0.08% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 2.40 K | $147.14 K | 0.00% | 0.07% |
| PARALLEL ADVISORS, LLC | 08/05/2026 | 1.94 K | $118.64 K | 0.00% | 0.06% |
| GAMMA INVESTING LLC | 07/07/2026 | 1.82 K | $111.34 K | 0.00% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 1.73 K | $105.82 K | 100.00% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1.29 K | $79.03 K | 0.16% | 0.04% |
| AMERIFLEX GROUP, INC. | 08/14/2026 | 1.08 K | $66.22 K | 100.00% | 0.03% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 807 | $49.48 K | 0.00% | 0.02% |
| US BANCORP \DE\ | 08/12/2026 | 557 | $34.15 K | 50.13% | 0.02% |
| BESSEMER GROUP INC | 08/12/2026 | 454 | $28.00 K | 0.00% | 0.01% |
| FMR LLC | 08/13/2026 | 442 | $27.08 K | 14,633.33% | 0.01% |
| BENSON WEALTH MANAGEMENT INC | 08/10/2026 | 356 | $21.83 K | 0.00% | 0.01% |
| ASSETMARK, INC | 07/30/2026 | 317 | $19.44 K | 100.00% | 0.01% |
| LFA - LUGANO FINANCIAL ADVISORS SA | 07/28/2026 | 300 | $18.39 K | 100.00% | 0.01% |
| FIFTH THIRD BANCORP | 08/05/2026 | 266 | $16.31 K | -2.21% | 0.01% |
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First Trust Mid Cap Value AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 88 institutional investors and hedge funds held shares of First Trust Mid Cap Value AlphaDEX Fund. The most heavily invested institutionals were:
TOTAL INVESTMENT MANAGEMENT INC: 1.28 M
WELLS FARGO & COMPANY/MN: 260,747
MORGAN STANLEY: 249,492
LPL Financial LLC: 143,041
Cetera Investment Advisers: 130,373
Kingsview Wealth Management, LLC: 64,005
73.85% of First Trust Mid Cap Value AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.93 M shares in the last 24 months. This purchase volume represents approximately $168.54 M in transactions.