First Trust Health Care AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 830.68 K | $101.68 M | 1.32% | 11.00% |
| LPL FINANCIAL LLC | 08/07/2026 | 384.72 K | $47.09 M | 36.50% | 5.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 302.64 K | $37.04 M | 1.73% | 4.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 282.25 K | $34.55 M | 5.40% | 3.74% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 263.11 K | $32.21 M | -6.17% | 3.48% |
| UBS GROUP AG | 08/13/2026 | 177.25 K | $21.70 M | 50.61% | 2.35% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 100.28 K | $12.27 M | -6.13% | 1.33% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 94.08 K | $11.52 M | 59.78% | 1.25% |
| PRASAD WEALTH PARTNERS, LLC | 07/29/2026 | 83.75 K | $10.25 M | 2,724.69% | 1.11% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 07/24/2026 | 74.54 K | $9.12 M | 2.38% | 0.99% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 71.95 K | $8.81 M | 15.47% | 0.95% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 68.18 K | $8.35 M | 4.91% | 0.90% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 65.56 K | $8.03 M | 32.86% | 0.87% |
| ROYAL BANK OF CANADA | 08/14/2026 | 62.50 K | $7.65 M | -19.96% | 0.83% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 61.08 K | $7.48 M | -11.69% | 0.81% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 54.20 K | $6.63 M | 19.04% | 0.72% |
| PGIM CUSTOM HARVEST LLC | 08/13/2026 | 50.23 K | $6.15 M | -7.56% | 0.67% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 40.35 K | $4.94 M | 2.32% | 0.53% |
| PALLER FINANCIAL SERVICES INC | 07/07/2026 | 32.99 K | $4.04 M | -11.08% | 0.44% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 32.92 K | $4.03 M | 2.35% | 0.44% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 32.60 K | $3.99 M | -6.84% | 0.43% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 31.21 K | $3.82 M | -2.86% | 0.41% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 30.16 K | $3.69 M | 4.59% | 0.40% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 27.26 K | $3.34 M | -3.84% | 0.36% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 26.75 K | $3.27 M | 201.15% | 0.35% |
| PCG WEALTH ADVISORS, LLC | 08/03/2026 | 25.95 K | $3.18 M | 88.92% | 0.34% |
| ASSETMARK, INC | 07/30/2026 | 24.81 K | $3.04 M | 46.82% | 0.33% |
| JPMORGAN CHASE & CO | 08/12/2026 | 23.32 K | $2.87 M | 3.64% | 0.31% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 23.16 K | $2.83 M | -3.19% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 20.47 K | $2.51 M | -0.72% | 0.27% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 20.04 K | $2.45 M | -5.27% | 0.27% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 19.92 K | $2.44 M | 4.22% | 0.26% |
| ABLE FINANCIAL GROUP, LLC | 07/22/2026 | 19.91 K | $2.44 M | 100.00% | 0.26% |
| FINANCIAL ADVISORY CORP | 07/09/2026 | 18.98 K | $2.32 M | 0.04% | 0.25% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 18.18 K | $2.23 M | -7.49% | 0.24% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 16.55 K | $2.03 M | 130.62% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 15.86 K | $1.94 M | -14.11% | 0.21% |
| SFI ADVISORS, LLC | 07/27/2026 | 15.59 K | $1.91 M | -2.19% | 0.21% |
| HOLISTIC FINANCIAL PARTNERS | 07/23/2026 | 15.28 K | $1.87 M | -32.42% | 0.20% |
| SECURITY FINANCIAL SERVICES, INC. | 07/15/2026 | 15.08 K | $1.85 M | 0.00% | 0.20% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 14.36 K | $1.76 M | 11.88% | 0.19% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 14.01 K | $1.72 M | 100.00% | 0.19% |
| PROSPERITY CONSULTING GROUP, LLC | 08/13/2026 | 13.81 K | $1.69 M | -3.49% | 0.18% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 13.04 K | $1.60 M | -1.64% | 0.17% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 08/10/2026 | 12.72 K | $1.33 M | 11.25% | 0.17% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 12.64 K | $1.55 M | -4.71% | 0.17% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 07/22/2026 | 12.12 K | $1.48 M | -1.11% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.70 K | $1.43 M | 100.00% | 0.15% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 11.58 K | $1.42 M | 86.19% | 0.15% |
| IFP ADVISORS, INC | 07/20/2026 | 11.55 K | $1.41 M | 51.97% | 0.15% |
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First Trust Health Care AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 376 institutional investors and hedge funds held shares of First Trust Health Care AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 830,683
LPL Financial LLC: 384,716
BANK OF AMERICA CORP /DE/: 302,642
WELLS FARGO & COMPANY/MN: 282,254
RAYMOND JAMES FINANCIAL INC: 263,113
UBS Group AG: 177,248
56.35% of First Trust Health Care AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.48 M shares in the last 24 months. This purchase volume represents approximately $1.17 B in transactions.