First Trust Switzerland AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VONTOBEL HOLDING LTD. | 08/03/2026 | 110.44 K | $9.06 M | -0.32% | 24.54% |
| SSA SWISS ADVISORS AG | 08/05/2026 | 31.33 K | $2.57 M | -2.85% | 6.96% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 07/23/2026 | 21.61 K | $1.77 M | -0.49% | 4.80% |
| JANE STREET GROUP, LLC | 08/14/2026 | 19.78 K | $1.62 M | -22.32% | 4.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 12.95 K | $1.06 M | 1.47% | 2.88% |
| CLIMBER CAPITAL SA | 07/22/2026 | 8.95 K | $732.30 K | 9.89% | 1.99% |
| PGIM CUSTOM HARVEST LLC | 08/13/2026 | 7.83 K | $641.96 K | 3.48% | 1.74% |
| MORGAN STANLEY | 08/13/2026 | 7.35 K | $603.20 K | -40.19% | 1.63% |
| SYON CAPITAL LLC | 08/14/2026 | 7.11 K | $583.07 K | -1.54% | 1.58% |
| GENESEE CAPITAL ADVISORS, LLC | 08/06/2026 | 6.76 K | $554.68 K | 0.00% | 1.50% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 6.43 K | $527.52 K | -1.58% | 1.43% |
| LPL FINANCIAL LLC | 08/07/2026 | 6.18 K | $507.00 K | 7.07% | 1.37% |
| CITADEL ADVISORS LLC | 09/02/2026 | 4.82 K | $395.62 K | -82.78% | 1.07% |
| HYPOSWISS ADVISORS SA | 07/21/2026 | 4.42 K | $362.57 K | 29.24% | 0.98% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 4.04 K | $331.06 K | -2.39% | 0.90% |
| BFI INFINITY LTD. | 07/10/2026 | 3.30 K | $270.40 K | 0.00% | 0.73% |
| MTM INVESTMENT MANAGEMENT, LLC | 08/03/2026 | 1.87 K | $153.07 K | 0.00% | 0.41% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.24 K | $102.00 K | 29.30% | 0.28% |
| UBS GROUP AG | 08/13/2026 | 1.14 K | $93.84 K | 11.94% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.01 K | $83.01 K | 0.00% | 0.22% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 07/22/2026 | 897 | $73.62 K | 0.00% | 0.20% |
| JPMORGAN CHASE & CO | 08/12/2026 | 115 | $9.55 K | -64.40% | 0.03% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 90 | $7.44 K | 100.00% | 0.02% |
| ASSETMARK, INC | 07/30/2026 | 80 | $6.56 K | 0.00% | 0.02% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 08/17/2026 | 38 | $3.15 K | -2.56% | 0.01% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
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First Trust Switzerland AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of First Trust Switzerland AlphaDEX Fund. The most heavily invested institutionals were:
Vontobel Holding Ltd.: 110,440
SSA SWISS ADVISORS AG: 31,325
COTTONWOOD CAPITAL ADVISORS, LLC: 21,607
JANE STREET GROUP, LLC: 19,780
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 12,947
Climber Capital SA: 8,945
59.94% of First Trust Switzerland AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 409.15 K shares in the last 24 months. This purchase volume represents approximately $33.83 M in transactions.