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 | 05/06/2026 | 268.62 K | $17.12 M | -0.99% | 7.30% |
| MORGAN STANLEY | 05/15/2026 | 222.25 K | $14.16 M | -49.95% | 6.04% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 167.94 K | $10.70 M | 13.25% | 4.56% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 122.89 K | $7.83 M | 46.61% | 3.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 82.96 K | $5.29 M | -12.53% | 2.25% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 71.22 K | $4.54 M | 35.09% | 1.93% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 66.99 K | $4.27 M | 27.04% | 1.82% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 61.24 K | $3.90 M | -28.27% | 1.66% |
| ROYAL BANK OF CANADA | 05/15/2026 | 60.99 K | $3.89 M | -2.31% | 1.66% |
| 05/04/2026 | 58.10 K | $3.70 M | 2.57% | 1.58% | |
| STIFEL FINANCIAL CORP | 05/12/2026 | 48.73 K | $3.10 M | 47.62% | 1.32% |
| CITIGROUP INC | 05/11/2026 | 42.39 K | $2.70 M | 0.36% | 1.15% |
| UBS GROUP AG | 05/05/2026 | 36.84 K | $2.35 M | -32.99% | 1.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 32.59 K | $2.08 M | 14.98% | 0.89% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 29.15 K | $1.86 M | 13.68% | 0.79% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 28.82 K | $1.84 M | 17.52% | 0.78% |
| PGIM CUSTOM HARVEST LLC | 05/13/2026 | 28.27 K | $1.80 M | -1.89% | 0.77% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 27.83 K | $1.77 M | -9.29% | 0.76% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 27.82 K | $1.77 M | 8.04% | 0.76% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 27.33 K | $1.74 M | -44.75% | 0.74% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 04/15/2026 | 25.50 K | $1.62 M | -3.21% | 0.69% |
| CITADEL ADVISORS LLC | 05/15/2026 | 22.57 K | $1.44 M | -25.57% | 0.61% |
| NAVELLIER & ASSOCIATES INC | 05/07/2026 | 20.34 K | $1.30 M | -10.99% | 0.55% |
| PROACTIVE WEALTH STRATEGIES LLC | 04/29/2026 | 17.26 K | $1.10 M | 99.05% | 0.47% |
| REGAL INVESTMENT ADVISORS LLC | 05/14/2026 | 17.24 K | $1.10 M | 0.00% | 0.47% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 15.76 K | $1.00 M | -2.99% | 0.43% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 15.11 K | $962.97 K | -9.29% | 0.41% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 15.01 K | $956.00 K | -50.80% | 0.41% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 15.00 K | $955.80 K | -9.10% | 0.41% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 05/08/2026 | 14.95 K | $952.42 K | 0.00% | 0.41% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 14.51 K | $926.13 K | 58.79% | 0.39% |
| JPMORGAN CHASE & CO | 05/13/2026 | 14.40 K | $911.00 K | 0.10% | 0.39% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 12.01 K | $765.23 K | 4.24% | 0.33% |
| CREATIVE PLANNING | 05/12/2026 | 11.77 K | $750.12 K | -14.53% | 0.32% |
| GTS SECURITIES LLC | 05/15/2026 | 11.01 K | $701.30 K | 27.74% | 0.30% |
| PACIFIC SUN FINANCIAL CORP | 05/08/2026 | 10.22 K | $651.09 K | -3.86% | 0.28% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 05/06/2026 | 10.03 K | $639.05 K | 0.00% | 0.27% |
| 04/21/2026 | 9.68 K | $616.99 K | 14.25% | 0.26% | |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 9.37 K | $596.77 K | 36.52% | 0.25% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 8.61 K | $548.87 K | 5.68% | 0.23% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 8.54 K | $544.39 K | -0.30% | 0.23% |
| TRUEBLOOD WEALTH MANAGEMENT, LLC | 04/21/2026 | 8.42 K | $536.51 K | -3.20% | 0.23% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 7.52 K | $479.37 K | -5.01% | 0.20% |
| 05/15/2026 | 7.39 K | $471.15 K | 0.00% | 0.20% | |
| CX INSTITUTIONAL | 04/06/2026 | 7.33 K | $467.00 K | 96.07% | 0.20% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 6.94 K | $441.96 K | -1.41% | 0.19% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 5.49 K | $349.71 K | -5.04% | 0.15% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 5.48 K | $349.39 K | -5.90% | 0.15% |
| RPG FAMILY WEALTH ADVISORY, LLC | 05/14/2026 | 5.33 K | $339.56 K | 100.00% | 0.14% |
| NOVA WEALTH MANAGEMENT, INC. | 04/14/2026 | 5.28 K | $336.31 K | -8.16% | 0.14% |
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First Trust Consumer Staples AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 191 institutional investors and hedge funds held shares of First Trust Consumer Staples AlphaDEX Fund. The most heavily invested institutionals were:
LPL Financial LLC: 268,623
MORGAN STANLEY: 222,250
WELLS FARGO & COMPANY/MN: 167,936
Independent Advisor Alliance: 122,894
RAYMOND JAMES FINANCIAL INC: 82,955
ADVISOR GROUP HOLDINGS, INC.: 71,224
53.30% of First Trust Consumer Staples AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.61 M shares in the last 24 months. This purchase volume represents approximately $370.15 M in transactions.