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 | 05/15/2026 | 1.08 M | $138.67 M | 2.93% | 11.89% |
| LPL FINANCIAL LLC | 05/06/2026 | 962.68 K | $123.46 M | 3.00% | 10.59% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 719.92 K | $92.32 M | 5.97% | 7.92% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 441.56 K | $56.63 M | -0.75% | 4.86% |
| ROYAL BANK OF CANADA | 05/15/2026 | 273.95 K | $35.13 M | 4.80% | 3.01% |
| UBS GROUP AG | 05/05/2026 | 207.68 K | $26.63 M | -4.64% | 2.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 205.57 K | $26.36 M | 56.95% | 2.26% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 198.13 K | $25.41 M | 1.18% | 2.18% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 156.99 K | $20.13 M | -15.03% | 1.73% |
| THREE CORD TRUE WEALTH MANAGEMENT, LLC | 04/27/2026 | 136.78 K | $17.54 M | 5.12% | 1.50% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 120.62 K | $15.47 M | -2.91% | 1.33% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 90.93 K | $11.66 M | 2.40% | 1.00% |
| PER STIRLING CAPITAL MANAGEMENT, LLC. | 05/12/2026 | 76.85 K | $9.86 M | 82.08% | 0.85% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 76.39 K | $9.80 M | 4.19% | 0.84% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 73.93 K | $9.48 M | -4.42% | 0.81% |
| 04/29/2026 | 70.21 K | $9.00 M | 0.07% | 0.77% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 67.45 K | $8.65 M | 2.64% | 0.74% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 60.07 K | $8.26 M | 2.14% | 0.66% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 54.09 K | $6.94 M | -9.17% | 0.59% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 46.61 K | $5.98 M | 1.34% | 0.51% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 44.37 K | $5.69 M | -6.15% | 0.49% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 43.19 K | $5.54 M | -0.39% | 0.48% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 39.76 K | $5.10 M | 0.38% | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 38.03 K | $4.88 M | -14.54% | 0.42% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 37.69 K | $4.83 M | 2.37% | 0.41% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 33.92 K | $4.35 M | -37.87% | 0.37% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 33.41 K | $4.29 M | 8.76% | 0.37% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 32.53 K | $4.17 M | 1,359.92% | 0.36% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 28.05 K | $3.60 M | 0.67% | 0.31% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 26.42 K | $3.39 M | 0.30% | 0.29% |
| LAKERIDGE WEALTH MANAGEMENT LLC | 04/08/2026 | 26.18 K | $3.36 M | 1.99% | 0.29% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 25.78 K | $3.31 M | 90.71% | 0.28% |
| FSM WEALTH ADVISORS, LLC | 04/27/2026 | 23.32 K | $2.99 M | 4.63% | 0.26% |
| PROACTIVE WEALTH STRATEGIES LLC | 04/29/2026 | 22.59 K | $2.90 M | 91.93% | 0.25% |
| SOLUTIONS 4 WEALTH, LTD | 05/05/2026 | 22.25 K | $2.85 M | -0.37% | 0.24% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 21.08 K | $2.71 M | 8.50% | 0.23% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 20.29 K | $2.60 M | -0.31% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 18.78 K | $2.43 M | -4.05% | 0.21% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 18.54 K | $2.38 M | 6.69% | 0.20% |
| CITIZENS FINANCIAL GROUP INC/RI | 05/01/2026 | 18.27 K | $2.34 M | 0.09% | 0.20% |
| FORTRESS WEALTH GROUP, LLC | 04/13/2026 | 17.07 K | $2.21 M | 52.20% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 17.05 K | $2.19 M | -0.34% | 0.19% |
| PERIGON WEALTH MANAGEMENT, LLC | 04/10/2026 | 16.91 K | $2.17 M | 0.01% | 0.19% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 16.31 K | $2.09 M | 4.04% | 0.18% |
| GTS SECURITIES LLC | 05/15/2026 | 16.24 K | $2.08 M | 221.22% | 0.18% |
| FIFTH THIRD BANCORP | 05/01/2026 | 16.02 K | $2.05 M | 100.00% | 0.18% |
| BEDEL FINANCIAL CONSULTING, INC. | 05/04/2026 | 15.70 K | $2.01 M | 0.00% | 0.17% |
| OPPENHEIMER & CO INC | 04/24/2026 | 15.00 K | $1.92 M | -0.46% | 0.17% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 13.95 K | $1.76 M | 7.90% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 12.43 K | $1.59 M | 330.69% | 0.14% |
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First Trust Mid Cap Core AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 270 institutional investors and hedge funds held shares of First Trust Mid Cap Core AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.08 M
LPL Financial LLC: 962,684
WELLS FARGO & COMPANY/MN: 719,915
RAYMOND JAMES FINANCIAL INC: 441,555
ROYAL BANK OF CANADA: 273,951
UBS Group AG: 207,676
69.69% of First Trust Mid Cap Core AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.13 M shares in the last 24 months. This purchase volume represents approximately $1.19 B in transactions.