First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 08/11/2026 | 3.73 M | $809.26 M | 100.00% | 56.13% |
| MORGAN STANLEY | 08/13/2026 | 750.23 K | $162.97 M | 10.12% | 11.30% |
| LPL FINANCIAL LLC | 08/07/2026 | 581.36 K | $126.28 M | 3.19% | 8.76% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 534.95 K | $116.20 M | 19.57% | 8.06% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 381.36 K | $82.84 M | -12.04% | 5.75% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 350.00 K | $76.03 M | 100.00% | 5.27% |
| UBS GROUP AG | 08/13/2026 | 191.57 K | $41.61 M | 14.94% | 2.89% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 124.40 K | $27.02 M | -1.44% | 1.87% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 111.81 K | $24.27 M | 18.25% | 1.68% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 110.94 K | $24.10 M | 0.77% | 1.67% |
| GENESEE CAPITAL ADVISORS, LLC | 08/06/2026 | 107.87 K | $23.43 M | -6.38% | 1.63% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 103.22 K | $22.42 M | 3.32% | 1.56% |
| NILSINE PARTNERS, LLC | 07/24/2026 | 97.52 K | $21.18 M | 6,236.65% | 1.47% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 95.69 K | $20.78 M | 2.65% | 1.44% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 94.63 K | $20.52 M | 485.03% | 1.43% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 90.97 K | $19.76 M | 4.88% | 1.37% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 89.36 K | $19.41 M | 236.66% | 1.35% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 80.82 K | $17.56 M | -0.67% | 1.22% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 80.45 K | $17.48 M | 3.26% | 1.21% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 78.53 K | $17.06 M | 4,694.02% | 1.18% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 78.11 K | $16.97 M | 0.00% | 1.18% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 74.18 K | $16.12 M | 34.09% | 1.12% |
| ROYAL BANK OF CANADA | 08/14/2026 | 68.93 K | $14.97 M | 18.81% | 1.04% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 67.44 K | $14.65 M | 584.01% | 1.02% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 65.27 K | $14.18 M | -1.73% | 0.98% |
| RVW WEALTH, LLC | 07/08/2026 | 63.87 K | $13.87 M | 3.62% | 0.96% |
| CHOICE WEALTH ADVISORS, LLC | 07/09/2026 | 51.23 K | $11.13 M | -10.71% | 0.77% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 48.84 K | $10.61 M | 7.13% | 0.74% |
| CREATIVE PLANNING | 08/13/2026 | 47.70 K | $10.36 M | -0.19% | 0.72% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 39.06 K | $8.49 M | -2.25% | 0.59% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 35.93 K | $7.80 M | 10.85% | 0.54% |
| CITADEL ADVISORS LLC | 09/02/2026 | 33.41 K | $7.26 M | 100.00% | 0.50% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 31.33 K | $6.81 M | -0.16% | 0.47% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 31.30 K | $6.80 M | -6.80% | 0.47% |
| PROACTIVE WEALTH STRATEGIES LLC | 08/10/2026 | 31.03 K | $6.74 M | -0.46% | 0.47% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 31.00 K | $6.73 M | 127.09% | 0.47% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 08/05/2026 | 30.46 K | $6.62 M | 100.00% | 0.46% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 29.48 K | $6.40 M | -2.02% | 0.44% |
| IRONBRIDGE PRIVATE WEALTH, LLC | 08/13/2026 | 27.17 K | $5.90 M | 100.00% | 0.41% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 24.80 K | $4.93 M | -1.94% | 0.37% |
| US BANCORP \DE\ | 08/12/2026 | 24.54 K | $5.33 M | 0.07% | 0.37% |
| TRITON WEALTH MANAGEMENT, PLLC | 08/05/2026 | 24.06 K | $4.91 M | -13.26% | 0.36% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 23.32 K | $5.07 M | -7.54% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 20.85 K | $4.53 M | -40.12% | 0.31% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 20.70 K | $4.50 M | 119.04% | 0.31% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 08/10/2026 | 20.52 K | $2.80 M | -4.71% | 0.31% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 19.59 K | $4.26 M | 340.36% | 0.30% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 19.32 K | $4.20 M | -8.57% | 0.29% |
| OPPENHEIMER & CO INC | 08/03/2026 | 18.54 K | $4.03 M | 920.02% | 0.28% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 18.52 K | $4.02 M | -0.59% | 0.28% |
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First Trust Technology AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 401 institutional investors and hedge funds held shares of First Trust Technology AlphaDEX Fund. The most heavily invested institutionals were:
FIRST TRUST ADVISORS LP: 3.73 M
MORGAN STANLEY: 750,232
LPL Financial LLC: 581,363
WELLS FARGO & COMPANY/MN: 534,953
RAYMOND JAMES FINANCIAL INC: 381,359
BNP PARIBAS ARBITRAGE, SNC: 350,000
144.78% of First Trust Technology AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.09 M shares in the last 24 months. This purchase volume represents approximately $2.32 B in transactions.