First Trust Consumer Staples AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 297.90 K | $18.65 M | 10.90% | 8.54% |
| MORGAN STANLEY | 08/13/2026 | 193.41 K | $12.11 M | -12.98% | 5.54% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 164.66 K | $10.31 M | -1.95% | 4.72% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2026 | 101.27 K | $6.34 M | -17.60% | 2.90% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 92.47 K | $5.79 M | 29.83% | 2.65% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 84.34 K | $5.28 M | 1.67% | 2.42% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 67.38 K | $4.22 M | 38.28% | 1.93% |
| ROYAL BANK OF CANADA | 08/14/2026 | 59.81 K | $3.75 M | -1.93% | 1.71% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 58.75 K | $3.68 M | -4.06% | 1.68% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 57.85 K | $3.62 M | -13.65% | 1.66% |
| CITIGROUP INC | 08/03/2026 | 43.29 K | $2.71 M | 2.12% | 1.24% |
| UBS GROUP AG | 08/13/2026 | 42.11 K | $2.64 M | 14.30% | 1.21% |
| CEDRUS WEALTH GROUP LLC | 07/30/2026 | 35.81 K | $2.24 M | 100.00% | 1.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 33.30 K | $2.09 M | 2.17% | 0.95% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 29.82 K | $1.87 M | 7.19% | 0.85% |
| PGIM CUSTOM HARVEST LLC | 08/13/2026 | 28.27 K | $1.77 M | 0.00% | 0.81% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 25.61 K | $1.60 M | -7.96% | 0.73% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 23.50 K | $1.47 M | -14.04% | 0.67% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 22.59 K | $1.41 M | -22.51% | 0.65% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 07/14/2026 | 20.96 K | $1.31 M | -17.81% | 0.60% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 20.89 K | $1.31 M | 39.22% | 0.60% |
| PROACTIVE WEALTH STRATEGIES LLC | 08/10/2026 | 17.18 K | $1.08 M | -0.44% | 0.49% |
| REGAL INVESTMENT ADVISORS LLC | 08/14/2026 | 16.65 K | $1.04 M | -3.39% | 0.48% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 16.42 K | $1.03 M | -43.04% | 0.47% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 15.85 K | $992.20 K | 0.53% | 0.45% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 14.95 K | $935.93 K | -1.10% | 0.43% |
| JPMORGAN CHASE & CO | 08/12/2026 | 14.64 K | $929.54 K | 1.67% | 0.42% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 08/10/2026 | 13.84 K | $891.46 K | -7.44% | 0.40% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 12.21 K | $764.76 K | 1.70% | 0.35% |
| WORTHINGTON FINANCIAL PARTNERS, LLC | 07/21/2026 | 9.93 K | $621.65 K | 2.52% | 0.28% |
| HRT FINANCIAL LP | 08/14/2026 | 9.54 K | $597.00 K | 100.00% | 0.27% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 9.13 K | $571.60 K | -37.09% | 0.26% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 8.95 K | $560.55 K | -4.42% | 0.26% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 8.93 K | $558.93 K | 3.62% | 0.26% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 08/05/2026 | 8.65 K | $541.35 K | -13.80% | 0.25% |
| PACIFIC SUN FINANCIAL CORP | 08/10/2026 | 8.56 K | $535.90 K | -16.25% | 0.25% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 8.54 K | $534.99 K | 0.00% | 0.24% |
| TRUEBLOOD WEALTH MANAGEMENT, LLC | 07/27/2026 | 8.43 K | $527.81 K | 0.11% | 0.24% |
| CREATIVE PLANNING | 08/13/2026 | 7.51 K | $470.33 K | -36.20% | 0.22% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 7.31 K | $457.94 K | -2.79% | 0.21% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 7.04 K | $440.72 K | 1.49% | 0.20% |
| GTS SECURITIES LLC | 08/14/2026 | 6.87 K | $429.95 K | -37.62% | 0.20% |
| KEATING FINANCIAL ADVISORY SERVICES, INC. | 08/11/2026 | 6.85 K | $429.01 K | -7.34% | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 6.40 K | $400.77 K | -57.33% | 0.18% |
| RPG FAMILY WEALTH ADVISORY, LLC | 08/05/2026 | 6.35 K | $397.83 K | 19.22% | 0.18% |
| RISK PARADIGM GROUP, LLC | 08/05/2026 | 6.20 K | $388.43 K | 19.77% | 0.18% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 6.07 K | $380.16 K | 100.00% | 0.17% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 5.49 K | $343.84 K | 0.04% | 0.16% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 5.45 K | $341.33 K | 12.72% | 0.16% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 5.14 K | $321.55 K | -0.52% | 0.15% |
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First Trust Consumer Staples AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 199 institutional investors and hedge funds held shares of First Trust Consumer Staples AlphaDEX Fund. The most heavily invested institutionals were:
LPL Financial LLC: 297,896
MORGAN STANLEY: 193,406
WELLS FARGO & COMPANY/MN: 164,660
Independent Advisor Alliance: 101,267
ADVISOR GROUP HOLDINGS, INC.: 92,468
RAYMOND JAMES FINANCIAL INC: 84,344
53.20% of First Trust Consumer Staples AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.58 M shares in the last 24 months. This purchase volume represents approximately $368.11 M in transactions.