First Trust Consumer Discretionary AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 504.58 K | $32.30 M | 18.04% | 13.23% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 397.47 K | $25.45 M | -20.86% | 10.42% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 167.87 K | $10.75 M | -28.93% | 4.40% |
| LPL FINANCIAL LLC | 05/06/2026 | 138.85 K | $8.89 M | -19.09% | 3.64% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 125.88 K | $8.06 M | -5.20% | 3.30% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 82.96 K | $5.31 M | -4.22% | 2.17% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 80.10 K | $5.13 M | -17.72% | 2.10% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 55.36 K | $3.54 M | 11.56% | 1.45% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 47.39 K | $3.03 M | -1.66% | 1.24% |
| UBS GROUP AG | 05/05/2026 | 40.63 K | $2.60 M | -19.10% | 1.07% |
| ROYAL BANK OF CANADA | 05/15/2026 | 35.33 K | $2.26 M | 7.61% | 0.93% |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 05/19/2026 | 34.57 K | $2.21 M | -3.24% | 0.91% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 30.77 K | $1.97 M | -41.65% | 0.81% |
| TRADEWELL SECURITIES, LLC. | 04/13/2026 | 30.01 K | $1.92 M | 12.99% | 0.79% |
| CITADEL ADVISORS LLC | 05/15/2026 | 25.93 K | $1.66 M | 33.76% | 0.68% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 25.84 K | $1.65 M | 0.51% | 0.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 04/17/2026 | 22.06 K | $1.41 M | 0.00% | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 21.13 K | $1.35 M | -2.02% | 0.55% |
| NAVELLIER & ASSOCIATES INC | 05/07/2026 | 20.68 K | $1.32 M | 100.00% | 0.54% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 19.98 K | $1.28 M | -0.01% | 0.52% |
| CITIGROUP INC | 05/11/2026 | 19.75 K | $1.26 M | 9,776.50% | 0.52% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 19.03 K | $1.22 M | 6.43% | 0.50% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 18.18 K | $1.16 M | -5.45% | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 17.26 K | $1.10 M | -38.40% | 0.45% |
| JPMORGAN CHASE & CO | 05/13/2026 | 14.30 K | $887.47 K | -76.63% | 0.37% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 05/08/2026 | 14.21 K | $909.50 K | 0.00% | 0.37% |
| STEPHENS INC /AR/ | 04/28/2026 | 14.00 K | $896.15 K | 0.00% | 0.37% |
| PGIM CUSTOM HARVEST LLC | 05/13/2026 | 13.92 K | $890.97 K | -8.36% | 0.36% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 11.79 K | $754.70 K | 100.00% | 0.31% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 11.72 K | $750.26 K | -4.25% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 11.61 K | $743.40 K | -5.02% | 0.30% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 11.21 K | $717.00 K | -5.64% | 0.29% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 11.03 K | $710.99 K | -0.04% | 0.29% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 10.79 K | $691.03 K | -16.35% | 0.28% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 10.36 K | $662.91 K | 171.78% | 0.27% |
| RETIREMENT PLANNING GROUP | 05/04/2026 | 9.68 K | $619.50 K | -2.84% | 0.25% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 9.67 K | $618.77 K | -13.96% | 0.25% |
| CX INSTITUTIONAL | 04/06/2026 | 8.96 K | $574.00 K | 550.91% | 0.24% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 8.72 K | $558.38 K | -8.10% | 0.23% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 8.52 K | $545.32 K | -4.85% | 0.22% |
| MTM INVESTMENT MANAGEMENT, LLC | 05/06/2026 | 8.42 K | $539.18 K | -1.19% | 0.22% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 04/30/2026 | 8.07 K | $516.83 K | 0.00% | 0.21% |
| ELSER FINANCIAL PLANNING, INC | 04/16/2026 | 8.00 K | $505.20 K | 100.00% | 0.21% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 6.96 K | $445.62 K | 0.16% | 0.18% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 6.17 K | $385.91 K | 6.56% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 6.05 K | $387.16 K | -4.44% | 0.16% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 5.78 K | $370.23 K | 3.60% | 0.15% |
| 04/20/2026 | 5.58 K | $357.49 K | -0.27% | 0.15% | |
| RPG FAMILY WEALTH ADVISORY, LLC | 05/14/2026 | 5.14 K | $329.19 K | -31.86% | 0.13% |
| MOREY & QUINN WEALTH PARTNERS, LLC | 04/22/2026 | 5.03 K | $321.89 K | 0.00% | 0.13% |
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First Trust Consumer Discretionary AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 179 institutional investors and hedge funds held shares of First Trust Consumer Discretionary AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 504,577
WELLS FARGO & COMPANY/MN: 397,474
RAYMOND JAMES FINANCIAL INC: 167,865
LPL Financial LLC: 138,851
BANK OF AMERICA CORP /DE/: 125,875
Janney Montgomery Scott LLC: 82,959
60.61% of First Trust Consumer Discretionary AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.04 M shares in the last 24 months. This purchase volume represents approximately $797.18 M in transactions.