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 | 08/13/2026 | 497.60 K | $34.42 M | -1.38% | 13.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 389.95 K | $26.97 M | -1.89% | 10.23% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 146.91 K | $10.16 M | -12.49% | 3.85% |
| LPL FINANCIAL LLC | 08/07/2026 | 140.47 K | $9.72 M | 1.17% | 3.69% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 119.28 K | $8.25 M | -5.24% | 3.13% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 75.55 K | $5.23 M | -8.93% | 1.98% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 74.41 K | $5.15 M | -7.10% | 1.95% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 53.74 K | $3.72 M | -2.92% | 1.41% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 50.00 K | $3.46 M | 100.00% | 1.31% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 47.03 K | $3.25 M | -0.77% | 1.23% |
| XCELSIOR ADVISOR PARTNERS LLC | 08/14/2026 | 35.26 K | $3.31 M | 100.00% | 0.92% |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 07/28/2026 | 33.38 K | $2.31 M | -3.45% | 0.88% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 33.22 K | $2.30 M | 7.95% | 0.87% |
| UBS GROUP AG | 08/13/2026 | 32.78 K | $2.27 M | -19.32% | 0.86% |
| TRADEWELL SECURITIES, LLC. | 07/28/2026 | 32.49 K | $2.25 M | 8.24% | 0.85% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 25.47 K | $1.76 M | -1.41% | 0.67% |
| ROYAL BANK OF CANADA | 08/14/2026 | 24.46 K | $1.69 M | -30.78% | 0.64% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 07/23/2026 | 21.99 K | $1.52 M | -0.31% | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 20.67 K | $1.43 M | -2.20% | 0.54% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 17.18 K | $1.19 M | -9.75% | 0.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 17.18 K | $1.19 M | -5.50% | 0.45% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 16.87 K | $1.17 M | -2.25% | 0.44% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 15.63 K | $1.08 M | -21.80% | 0.41% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 08/10/2026 | 14.01 K | $839.08 K | -1.41% | 0.37% |
| STEPHENS INC /AR/ | 07/29/2026 | 14.00 K | $968.20 K | 0.00% | 0.37% |
| PGIM CUSTOM HARVEST LLC | 08/13/2026 | 13.81 K | $955.26 K | -0.76% | 0.36% |
| JPMORGAN CHASE & CO | 08/12/2026 | 13.71 K | $953.27 K | -4.11% | 0.36% |
| CITADEL ADVISORS LLC | 09/02/2026 | 13.03 K | $901.52 K | -49.74% | 0.34% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 12.33 K | $852.98 K | 5.23% | 0.32% |
| CITIGROUP INC | 08/03/2026 | 11.79 K | $815.34 K | -40.32% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 11.30 K | $781.32 K | 9.09% | 0.30% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 11.03 K | $762.56 K | -0.05% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 10.59 K | $732.00 K | -5.51% | 0.28% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 10.57 K | $731.11 K | -2.08% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 9.29 K | $642.38 K | -3.91% | 0.24% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 8.48 K | $586.26 K | -0.49% | 0.22% |
| MTM INVESTMENT MANAGEMENT, LLC | 08/03/2026 | 8.42 K | $582.52 K | 0.00% | 0.22% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/17/2026 | 8.07 K | $558.38 K | 0.00% | 0.21% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 8.07 K | $557.90 K | -7.52% | 0.21% |
| ELSER FINANCIAL PLANNING, INC | 07/14/2026 | 8.00 K | $553.33 K | 0.00% | 0.21% |
| RETIREMENT PLANNING GROUP | 08/05/2026 | 7.80 K | $539.71 K | -19.37% | 0.20% |
| NAVELLIER & ASSOCIATES INC | 08/04/2026 | 7.19 K | $497.31 K | -65.23% | 0.19% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 7.02 K | $493.47 K | 13.86% | 0.18% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 6.94 K | $479.93 K | -0.32% | 0.18% |
| JANE STREET GROUP, LLC | 08/14/2026 | 6.07 K | $419.50 K | 100.00% | 0.16% |
| RPG FAMILY WEALTH ADVISORY, LLC | 08/05/2026 | 5.93 K | $410.23 K | 15.34% | 0.16% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 5.92 K | $409.33 K | -49.04% | 0.16% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 5.78 K | $399.99 K | 0.00% | 0.15% |
| RISK PARADIGM GROUP, LLC | 08/05/2026 | 5.76 K | $398.54 K | 15.87% | 0.15% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/14/2026 | 5.40 K | $274.82 K | 100.00% | 0.14% |
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First Trust Consumer Discretionary AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 184 institutional investors and hedge funds held shares of First Trust Consumer Discretionary AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 497,599
WELLS FARGO & COMPANY/MN: 389,948
RAYMOND JAMES FINANCIAL INC: 146,906
LPL Financial LLC: 140,473
BANK OF AMERICA CORP /DE/: 119,282
Janney Montgomery Scott LLC: 75,547
59.21% of First Trust Consumer Discretionary AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.00 M shares in the last 24 months. This purchase volume represents approximately $794.50 M in transactions.