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 | 02/13/2026 | 1.05 M | $132.34 M | 0.52% | 11.56% |
| LPL FINANCIAL LLC | 02/11/2026 | 934.66 K | $117.74 M | 5.46% | 10.37% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 679.38 K | $85.59 M | 1.94% | 7.48% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 444.89 K | $56.04 M | -8.33% | 4.93% |
| ROYAL BANK OF CANADA | 02/17/2026 | 261.41 K | $32.93 M | -0.36% | 2.88% |
| UBS GROUP AG | 01/29/2026 | 217.78 K | $27.44 M | 1.27% | 2.40% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 195.81 K | $24.67 M | -0.70% | 2.16% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 184.75 K | $23.27 M | 0.96% | 2.03% |
| THREE CORD TRUE WEALTH MANAGEMENT, LLC | 02/05/2026 | 130.12 K | $16.39 M | 8.78% | 1.49% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 130.97 K | $16.50 M | 34.83% | 1.44% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 124.23 K | $15.65 M | -0.42% | 1.34% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 88.79 K | $11.19 M | 1.53% | 0.98% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 77.35 K | $9.74 M | -1.28% | 0.85% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 73.32 K | $9.24 M | 5.84% | 0.81% |
| 02/13/2026 | 70.16 K | $8.84 M | 100.00% | 0.77% | |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 68.88 K | $8.68 M | 5.97% | 0.76% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 65.72 K | $8.28 M | -3.23% | 0.72% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 58.81 K | $7.89 M | -1.89% | 0.67% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 59.54 K | $7.50 M | -40.36% | 0.66% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 54.59 K | $6.88 M | -1.58% | 0.59% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 47.28 K | $5.96 M | -8.65% | 0.54% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 46.00 K | $5.79 M | 4.77% | 0.53% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 43.36 K | $5.46 M | -2.21% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 44.50 K | $5.61 M | 165.53% | 0.49% |
| PER STIRLING CAPITAL MANAGEMENT, LLC. | 02/17/2026 | 42.21 K | $5.32 M | 1.75% | 0.46% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 39.61 K | $4.99 M | -1.48% | 0.45% |
| WESTERN WEALTH MANAGEMENT, LLC | 02/05/2026 | 36.82 K | $4.64 M | -0.90% | 0.42% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 30.72 K | $3.87 M | -14.54% | 0.34% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 27.86 K | $3.51 M | -7.35% | 0.31% |
| LAKERIDGE WEALTH MANAGEMENT LLC | 01/07/2026 | 25.67 K | $3.23 M | -64.83% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 26.34 K | $3.32 M | 3.66% | 0.29% |
| FSM WEALTH ADVISORS, LLC | 01/23/2026 | 22.29 K | $2.81 M | 8.52% | 0.26% |
| SOLUTIONS 4 WEALTH, LTD | 02/09/2026 | 22.33 K | $2.81 M | -0.37% | 0.25% |
| BELLEVUE ASSET MANAGEMENT, LLC | 01/23/2026 | 21.39 K | $2.69 M | 1.73% | 0.24% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 20.36 K | $2.56 M | -0.04% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 19.57 K | $2.58 M | 1.45% | 0.22% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 20.14 K | $2.24 M | 844.51% | 0.22% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 19.43 K | $2.45 M | -10.23% | 0.22% |
| CITIZENS FINANCIAL GROUP INC/RI | 01/30/2026 | 18.25 K | $2.30 M | 0.11% | 0.21% |
| FIRST HEARTLAND CONSULTANTS, INC. | 01/09/2026 | 17.42 K | $2.19 M | 270.79% | 0.20% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 17.38 K | $2.19 M | 6.05% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 17.11 K | $2.16 M | 196.57% | 0.20% |
| PERIGON WEALTH MANAGEMENT, LLC | 01/16/2026 | 16.91 K | $2.13 M | 0.85% | 0.19% |
| COMERICA BANK | 01/29/2026 | 16.38 K | $2.06 M | -14.71% | 0.19% |
| BEDEL FINANCIAL CONSULTING, INC. | 01/28/2026 | 15.70 K | $1.98 M | 0.00% | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 15.68 K | $1.97 M | 8.33% | 0.17% |
| OPPENHEIMER & CO INC | 02/02/2026 | 15.07 K | $1.90 M | 0.24% | 0.17% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 13.88 K | $1.75 M | -49.70% | 0.16% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 13.52 K | $1.70 M | 2.66% | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 12.93 K | $1.63 M | 2.00% | 0.14% |
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First Trust Mid Cap Core AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 275 institutional investors and hedge funds held shares of First Trust Mid Cap Core AlphaDEX Fund. The most heavily invested institutionals were:
UBS Group AG: 207,676
Three Cord True Wealth Management, LLC: 136,778
HighTower Advisors, LLC: 120,617
Kestra Advisory Services, LLC: 73,929
COMMONWEALTH EQUITY SERVICES, LLC: 67,449
Chicago Partners Investment Group LLC: 60,065
70.47% of First Trust Mid Cap Core AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.18 M shares in the last 24 months. This purchase volume represents approximately $1.20 B in transactions.