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 | 05/15/2026 | 819.84 K | $89.99 M | -18.35% | 10.94% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 297.50 K | $32.66 M | -3.76% | 3.97% |
| LPL FINANCIAL LLC | 05/06/2026 | 281.85 K | $30.94 M | -3.38% | 3.76% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 280.42 K | $30.78 M | -6.47% | 3.74% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 267.81 K | $29.40 M | -7.19% | 3.57% |
| ROCKPORT WEALTH LLC | 05/05/2026 | 144.73 K | $15.88 M | -4.63% | 1.93% |
| UBS GROUP AG | 05/05/2026 | 117.69 K | $12.92 M | -3.67% | 1.57% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 106.83 K | $11.73 M | -8.89% | 1.42% |
| ROYAL BANK OF CANADA | 05/15/2026 | 78.08 K | $8.57 M | 19.39% | 1.04% |
| 04/29/2026 | 72.81 K | $7.99 M | 0.13% | 0.97% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 69.16 K | $7.59 M | -12.59% | 0.92% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 64.99 K | $7.13 M | -4.84% | 0.87% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 62.31 K | $6.84 M | -10.15% | 0.83% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 58.88 K | $6.46 M | -15.56% | 0.79% |
| PGIM CUSTOM HARVEST LLC | 05/13/2026 | 54.34 K | $5.97 M | -3.83% | 0.72% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 49.35 K | $5.42 M | -22.95% | 0.66% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 45.53 K | $5.00 M | 8.60% | 0.61% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 39.44 K | $4.33 M | -25.78% | 0.53% |
| 04/28/2026 | 37.11 K | $4.07 M | -3.01% | 0.49% | |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 34.99 K | $3.84 M | -53.83% | 0.47% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 32.16 K | $3.53 M | 54.66% | 0.43% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 32.13 K | $3.53 M | -3.89% | 0.43% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 28.84 K | $3.17 M | -0.40% | 0.38% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 28.35 K | $3.11 M | 47.54% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 24.34 K | $2.67 M | 100.00% | 0.32% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 23.92 K | $553.01 K | -0.01% | 0.32% |
| HOLISTIC FINANCIAL PARTNERS | 05/05/2026 | 22.61 K | $2.48 M | -10.25% | 0.30% |
| JPMORGAN CHASE & CO | 05/13/2026 | 22.50 K | $2.37 M | 3.13% | 0.30% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 21.15 K | $2.34 M | 21.62% | 0.28% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 20.62 K | $2.26 M | 7.50% | 0.28% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 19.65 K | $2.16 M | 0.51% | 0.26% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 19.12 K | $2.10 M | -30.57% | 0.26% |
| FINANCIAL ADVISORY CORP | 04/13/2026 | 18.97 K | $2.08 M | -6.05% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 18.47 K | $2.03 M | 43.44% | 0.25% |
| ASSETMARK, INC | 05/06/2026 | 16.90 K | $1.85 M | 20.95% | 0.23% |
| SFI ADVISORS, LLC | 05/05/2026 | 15.94 K | $1.75 M | -50.75% | 0.21% |
| JANE STREET GROUP, LLC | 05/12/2026 | 15.61 K | $1.71 M | 100.00% | 0.21% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 15.19 K | $1.67 M | 100.00% | 0.20% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 15.16 K | $1.66 M | 155.06% | 0.20% |
| SECURITY FINANCIAL SERVICES, INC. | 05/27/2026 | 15.08 K | $1.66 M | 0.00% | 0.20% |
| PROSPERITY CONSULTING GROUP, LLC | 05/05/2026 | 14.31 K | $1.57 M | -0.78% | 0.19% |
| PCG WEALTH ADVISORS, LLC | 04/28/2026 | 13.74 K | $1.51 M | 2.07% | 0.18% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 13.26 K | $1.46 M | -2.90% | 0.18% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 13.26 K | $1.46 M | -2.18% | 0.18% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 12.84 K | $1.41 M | 6.42% | 0.17% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 12.25 K | $1.34 M | -2.92% | 0.16% |
| CX INSTITUTIONAL | 04/06/2026 | 11.68 K | $1.28 M | 47.07% | 0.16% |
| MOREY & QUINN WEALTH PARTNERS, LLC | 04/22/2026 | 11.46 K | $1.26 M | -0.55% | 0.15% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 05/08/2026 | 11.43 K | $1.25 M | 0.00% | 0.15% |
| WAGNER WEALTH MANAGEMENT, LLC | 04/24/2026 | 10.63 K | $1.17 M | -0.04% | 0.14% |
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First Trust Health Care AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 346 institutional investors and hedge funds held shares of First Trust Health Care AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 819,837
BANK OF AMERICA CORP /DE/: 297,498
LPL Financial LLC: 281,852
RAYMOND JAMES FINANCIAL INC: 280,415
WELLS FARGO & COMPANY/MN: 267,805
Rockport Wealth LLC: 144,727
54.08% of First Trust Health Care AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.16 M shares in the last 24 months. This purchase volume represents approximately $1.13 B in transactions.