First Trust Mid Cap Core AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.11 M | $162.67 M | 2.80% | 11.27% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.04 M | $152.30 M | 8.10% | 10.55% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 708.17 K | $103.64 M | -1.63% | 7.18% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 438.10 K | $64.11 M | -0.78% | 4.44% |
| ROYAL BANK OF CANADA | 08/14/2026 | 295.65 K | $43.27 M | 7.92% | 3.00% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 209.53 K | $30.66 M | 5.75% | 2.12% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 208.41 K | $30.50 M | 1.38% | 2.11% |
| UBS GROUP AG | 08/13/2026 | 199.16 K | $29.15 M | -4.10% | 2.02% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 160.82 K | $23.54 M | 2.44% | 1.63% |
| THREE CORD TRUE WEALTH MANAGEMENT, LLC | 07/23/2026 | 144.92 K | $21.21 M | 5.95% | 1.47% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 121.04 K | $17.71 M | 0.35% | 1.23% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 89.45 K | $13.09 M | -1.62% | 0.91% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 79.12 K | $11.58 M | 3.58% | 0.80% |
| PER STIRLING CAPITAL MANAGEMENT, LLC. | 08/14/2026 | 78.95 K | $11.55 M | 2.73% | 0.80% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 73.33 K | $10.73 M | -0.81% | 0.74% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 07/24/2026 | 71.10 K | $10.41 M | 1.27% | 0.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 68.57 K | $10.03 M | 1.65% | 0.70% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 59.34 K | $8.48 M | -1.21% | 0.60% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 52.14 K | $7.63 M | -3.60% | 0.53% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 47.09 K | $6.89 M | 1.01% | 0.48% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 45.15 K | $6.61 M | 4.54% | 0.46% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 44.43 K | $6.50 M | 0.13% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 40.47 K | $5.92 M | 6.44% | 0.41% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 39.90 K | $5.84 M | 0.36% | 0.40% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 39.54 K | $5.75 M | 142.42% | 0.40% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 38.90 K | $5.69 M | 3.21% | 0.39% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 34.93 K | $5.12 M | 65.75% | 0.35% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 34.55 K | $5.06 M | 30.78% | 0.35% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 33.71 K | $4.93 M | -0.60% | 0.34% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 32.34 K | $4.73 M | -3.21% | 0.33% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 27.42 K | $4.01 M | 6.39% | 0.28% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 25.65 K | $3.75 M | -8.56% | 0.26% |
| PROACTIVE WEALTH STRATEGIES LLC | 08/10/2026 | 22.63 K | $3.31 M | 0.18% | 0.23% |
| FSM WEALTH ADVISORS, LLC | 07/15/2026 | 22.27 K | $3.26 M | -4.49% | 0.23% |
| SOLUTIONS 4 WEALTH, LTD | 07/29/2026 | 21.66 K | $3.17 M | -2.66% | 0.22% |
| LAKERIDGE WEALTH MANAGEMENT LLC | 07/14/2026 | 21.58 K | $3.16 M | -17.57% | 0.22% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 19.81 K | $2.90 M | -2.39% | 0.20% |
| CITIZENS FINANCIAL GROUP INC/RI | 08/07/2026 | 18.28 K | $2.68 M | 0.07% | 0.19% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 18.05 K | $2.64 M | -2.64% | 0.18% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 16.92 K | $2.48 M | 0.01% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 16.86 K | $2.47 M | -1.13% | 0.17% |
| FORTRESS WEALTH GROUP, LLC | 08/14/2026 | 16.66 K | $2.39 M | -2.42% | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 16.59 K | $2.37 M | -11.68% | 0.17% |
| FIFTH THIRD BANCORP | 08/05/2026 | 16.27 K | $2.38 M | 1.57% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 15.97 K | $2.34 M | 28.47% | 0.16% |
| BEDEL FINANCIAL CONSULTING, INC. | 07/29/2026 | 15.70 K | $2.30 M | 0.00% | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 15.08 K | $2.19 M | 8.06% | 0.15% |
| OPPENHEIMER & CO INC | 08/03/2026 | 14.99 K | $2.19 M | -0.07% | 0.15% |
| COZAD ASSET MANAGEMENT INC | 08/14/2026 | 12.27 K | $1.80 M | 0.42% | 0.12% |
| PURUS WEALTH MANAGEMENT, LLC | 07/13/2026 | 12.25 K | $1.79 M | 73.23% | 0.12% |
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First Trust Mid Cap Core AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 291 institutional investors and hedge funds held shares of First Trust Mid Cap Core AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.11 M
LPL Financial LLC: 1.04 M
WELLS FARGO & COMPANY/MN: 708,174
RAYMOND JAMES FINANCIAL INC: 438,102
ROYAL BANK OF CANADA: 295,647
Cetera Investment Advisers: 209,531
65.33% of First Trust Mid Cap Core AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.34 M shares in the last 24 months. This purchase volume represents approximately $1.22 B in transactions.