First Trust Consumer Staples AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 444.09 K | $26.95 M | -13.47% | 12.05% |
| LPL FINANCIAL LLC | 02/11/2026 | 271.31 K | $16.46 M | -6.15% | 7.31% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 148.28 K | $9.00 M | -3.43% | 4.02% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 94.84 K | $5.75 M | -6.36% | 2.57% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 92.54 K | $5.62 M | -3.29% | 2.49% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 85.37 K | $5.18 M | -0.55% | 2.32% |
| INDEPENDENT ADVISOR ALLIANCE | 02/04/2026 | 83.82 K | $5.09 M | 9.41% | 2.20% |
| ROYAL BANK OF CANADA | 02/17/2026 | 62.43 K | $3.79 M | 10.71% | 1.69% |
| UBS GROUP AG | 01/29/2026 | 54.98 K | $3.34 M | 50.10% | 1.49% |
| 01/26/2026 | 56.64 K | $3.44 M | 13.61% | 1.49% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 52.73 K | $3.20 M | -29.91% | 1.43% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 52.72 K | $3.20 M | 110.09% | 1.43% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 49.48 K | $3.00 M | 62.21% | 1.30% |
| CITIGROUP INC | 02/13/2026 | 42.24 K | $2.56 M | -4.12% | 1.14% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 33.01 K | $2.00 M | -19.61% | 0.89% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 30.68 K | $1.86 M | -3.50% | 0.83% |
| CITADEL ADVISORS LLC | 02/17/2026 | 30.33 K | $1.84 M | 24.01% | 0.82% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 30.50 K | $1.85 M | -22.42% | 0.81% |
| GRIMES & COMPANY, INC. | 02/03/2026 | 30.36 K | $1.84 M | 37.10% | 0.80% |
| PGIM CUSTOM HARVEST LLC | 02/17/2026 | 28.82 K | $1.75 M | -5.66% | 0.78% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 28.35 K | $1.72 M | 20.13% | 0.77% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 02/06/2026 | 26.35 K | $1.60 M | -2.43% | 0.71% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 25.64 K | $1.56 M | 7.62% | 0.70% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 25.75 K | $1.56 M | -6.56% | 0.68% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 24.53 K | $1.49 M | 0.44% | 0.67% |
| NAVELLIER & ASSOCIATES INC | 02/03/2026 | 22.85 K | $1.39 M | 100.00% | 0.60% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 17.24 K | $1.05 M | 0.00% | 0.47% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 16.66 K | $1.01 M | -12.08% | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 16.50 K | $1.00 M | 100.00% | 0.45% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 16.25 K | $985.84 K | 8.51% | 0.43% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 02/17/2026 | 14.95 K | $906.98 K | 0.00% | 0.41% |
| JPMORGAN CHASE & CO | 02/11/2026 | 14.39 K | $873.07 K | 14.24% | 0.38% |
| CREATIVE PLANNING | 02/17/2026 | 13.77 K | $835.77 K | -7.75% | 0.37% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 11.52 K | $699.07 K | -19.11% | 0.31% |
| PACIFIC SUN FINANCIAL CORP | 02/05/2026 | 10.63 K | $644.91 K | -12.87% | 0.28% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 02/04/2026 | 10.03 K | $608.56 K | -9.23% | 0.26% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 9.14 K | $554.41 K | 0.01% | 0.25% |
| GTS SECURITIES LLC | 02/13/2026 | 8.62 K | $522.82 K | -77.91% | 0.23% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 8.57 K | $519.99 K | 5.91% | 0.23% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 8.49 K | $515.34 K | -8.89% | 0.23% |
| TRUEBLOOD WEALTH MANAGEMENT, LLC | 01/21/2026 | 8.70 K | $527.79 K | 0.51% | 0.23% |
| PROACTIVE WEALTH STRATEGIES LLC | 02/05/2026 | 8.67 K | $526.07 K | -1.12% | 0.23% |
| 03/05/2026 | 8.48 K | $514.25 K | 100.00% | 0.22% | |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 8.15 K | $494.61 K | -8.13% | 0.22% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 7.92 K | $480.60 K | 1.21% | 0.21% |
| 02/09/2026 | 7.39 K | $448.67 K | 100.00% | 0.20% | |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 7.03 K | $426.82 K | -7.15% | 0.19% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 6.86 K | $416.28 K | 2.85% | 0.18% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 5.83 K | $353.58 K | 100.00% | 0.16% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 5.78 K | $350.71 K | -32.50% | 0.16% |
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First Trust Consumer Staples AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 188 institutional investors and hedge funds held shares of First Trust Consumer Staples AlphaDEX Fund. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 66,990
UBS Group AG: 36,844
ENVESTNET ASSET MANAGEMENT INC: 29,153
Janney Montgomery Scott LLC: 27,826
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: 25,499
Proactive Wealth Strategies LLC: 17,258
60.24% of First Trust Consumer Staples AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.90 M shares in the last 24 months. This purchase volume represents approximately $389.53 M in transactions.