First Trust Consumer Discretionary AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 502.24 K | $34.34 M | 1.31% | 11.39% |
| MORGAN STANLEY | 02/13/2026 | 427.45 K | $29.22 M | -19.13% | 9.69% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 236.20 K | $16.15 M | -7.82% | 5.41% |
| LPL FINANCIAL LLC | 02/11/2026 | 171.60 K | $11.73 M | 7.15% | 3.94% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 132.79 K | $9.08 M | -2.22% | 3.01% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 02/18/2026 | 105.79 K | $7.30 M | 100.00% | 2.40% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 97.35 K | $6.66 M | 2.26% | 2.23% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 86.62 K | $5.92 M | -6.30% | 1.99% |
| IRONBRIDGE PRIVATE WEALTH, LLC | 02/23/2026 | 70.30 K | $4.80 M | 0.00% | 1.59% |
| JPMORGAN CHASE & CO | 02/11/2026 | 61.21 K | $4.18 M | 4.91% | 1.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 52.73 K | $3.61 M | 380.70% | 1.20% |
| UBS GROUP AG | 01/29/2026 | 50.23 K | $3.43 M | -8.69% | 1.14% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 50.00 K | $3.42 M | 0.00% | 1.13% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 48.19 K | $3.29 M | 10.02% | 1.13% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 49.62 K | $3.39 M | -20.90% | 1.12% |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 02/11/2026 | 35.73 K | $2.44 M | 100.00% | 0.82% |
| ROYAL BANK OF CANADA | 02/17/2026 | 32.83 K | $2.25 M | -42.97% | 0.74% |
| JANE STREET GROUP, LLC | 02/12/2026 | 29.00 K | $1.98 M | 100.00% | 0.66% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 28.01 K | $1.92 M | -33.97% | 0.64% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 26.91 K | $1.84 M | 1.69% | 0.63% |
| TRADEWELL SECURITIES, LLC. | 02/09/2026 | 26.56 K | $1.82 M | 6.77% | 0.61% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 25.71 K | $1.76 M | -32.00% | 0.59% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 22.06 K | $1.51 M | -0.08% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 21.57 K | $1.47 M | 0.28% | 0.49% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 19.98 K | $1.37 M | -2.31% | 0.45% |
| CITADEL ADVISORS LLC | 02/17/2026 | 19.39 K | $1.33 M | 100.00% | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 19.22 K | $1.31 M | -17.10% | 0.44% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 17.88 K | $1.22 M | 0.82% | 0.41% |
| PGIM CUSTOM HARVEST LLC | 02/17/2026 | 15.19 K | $1.04 M | -5.90% | 0.34% |
| STEPHENS INC /AR/ | 02/05/2026 | 14.00 K | $957.04 K | 0.00% | 0.33% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 02/17/2026 | 14.21 K | $971.29 K | -2.07% | 0.32% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 12.90 K | $882.26 K | -1.72% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 12.90 K | $881.97 K | 290.91% | 0.29% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 12.24 K | $836.80 K | -7.57% | 0.28% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 12.23 K | $835.89 K | -46.91% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 11.88 K | $812.00 K | -0.79% | 0.28% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 11.41 K | $787.06 K | -0.16% | 0.26% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 11.23 K | $767.98 K | -5.22% | 0.26% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 11.03 K | $754.40 K | 0.00% | 0.25% |
| RETIREMENT PLANNING GROUP | 02/03/2026 | 9.96 K | $680.99 K | -1.80% | 0.23% |
| NILSINE PARTNERS, LLC | 01/15/2026 | 9.46 K | $647.07 K | -2.13% | 0.22% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 9.49 K | $648.90 K | -27.95% | 0.22% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 8.95 K | $612.07 K | -16.08% | 0.20% |
| MTM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 8.52 K | $582.72 K | 0.00% | 0.20% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 02/03/2026 | 8.07 K | $551.95 K | 0.00% | 0.19% |
| RPG FAMILY WEALTH ADVISORY, LLC | 02/13/2026 | 7.55 K | $515.92 K | -25.94% | 0.17% |
| RISK PARADIGM GROUP, LLC | 02/17/2026 | 7.38 K | $504.37 K | 100.00% | 0.17% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 6.95 K | $475.16 K | 0.13% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 6.33 K | $432.63 K | -4.38% | 0.14% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 5.79 K | $395.76 K | 9.64% | 0.13% |
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First Trust Consumer Discretionary AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 182 institutional investors and hedge funds held shares of First Trust Consumer Discretionary AlphaDEX Fund. The most heavily invested institutionals were:
Janney Montgomery Scott LLC: 82,959
TRUIST FINANCIAL CORP: 47,391
UBS Group AG: 40,632
TradeWell Securities, LLC.: 30,014
COTTONWOOD CAPITAL ADVISORS, LLC: 22,055
ENVESTNET ASSET MANAGEMENT INC: 21,131
63.43% of First Trust Consumer Discretionary AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.52 M shares in the last 24 months. This purchase volume represents approximately $829.07 M in transactions.