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. | 05/08/2026 | 110.79 K | $8.79 M | -0.33% | 10.67% |
| CITADEL ADVISORS LLC | 05/15/2026 | 28.01 K | $2.22 M | 100.00% | 2.70% |
| JANE STREET GROUP, LLC | 05/12/2026 | 25.46 K | $2.02 M | -22.99% | 2.45% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 04/17/2026 | 21.71 K | $1.72 M | -0.67% | 2.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 12.76 K | $1.01 M | 56.89% | 1.23% |
| MORGAN STANLEY | 05/15/2026 | 12.29 K | $975.14 K | -79.67% | 1.18% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 9.03 K | $717.00 K | -78.88% | 0.87% |
| CLIMBER CAPITAL SA | 05/01/2026 | 8.14 K | $645.37 K | 0.00% | 0.78% |
| PGIM CUSTOM HARVEST LLC | 05/13/2026 | 7.56 K | $599.90 K | 6.10% | 0.73% |
| SYON CAPITAL LLC | 05/13/2026 | 7.22 K | $572.61 K | -2.75% | 0.70% |
| GENESEE CAPITAL ADVISORS, LLC | 04/22/2026 | 6.76 K | $536.37 K | -1.89% | 0.65% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 6.53 K | $518.28 K | 0.00% | 0.63% |
| LPL FINANCIAL LLC | 05/06/2026 | 5.77 K | $457.90 K | 2.96% | 0.56% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 5.61 K | $445.30 K | 100.00% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 4.14 K | $328.01 K | 100.00% | 0.40% |
| 04/30/2026 | 3.42 K | $271.28 K | 17.12% | 0.33% | |
| BFI INFINITY LTD. | 04/13/2026 | 3.30 K | $261.69 K | 0.00% | 0.32% |
| MTM INVESTMENT MANAGEMENT, LLC | 05/06/2026 | 1.87 K | $148.01 K | 0.00% | 0.18% |
| UBS GROUP AG | 05/05/2026 | 1.02 K | $81.07 K | 40.00% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.01 K | $80.27 K | 0.00% | 0.10% |
| ROYAL BANK OF CANADA | 05/15/2026 | 959 | $76.00 K | 0.00% | 0.09% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 897 | $71.16 K | 0.11% | 0.09% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 875 | $69.41 K | 100.00% | 0.08% |
| JPMORGAN CHASE & CO | 05/13/2026 | 323 | $25.32 K | -45.62% | 0.03% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 82 | $6.50 K | 100.00% | 0.01% |
| ASSETMARK, INC | 05/06/2026 | 80 | $6.35 K | 566.67% | 0.01% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 05/15/2026 | 39 | $3.11 K | -35.00% | 0.00% |
| US BANCORP \DE\ | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 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.: 110,790
CITADEL ADVISORS LLC: 28,014
JANE STREET GROUP, LLC: 25,464
COTTONWOOD CAPITAL ADVISORS, LLC: 21,714
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 12,760
MORGAN STANLEY: 12,293
27.52% of First Trust Switzerland AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 446.57 K shares in the last 24 months. This purchase volume represents approximately $36.93 M in transactions.