First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 681.27 K | $108.23 M | -0.86% | 8.79% |
| LPL FINANCIAL LLC | 05/06/2026 | 563.38 K | $89.50 M | -2.29% | 7.27% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 447.40 K | $71.08 M | -11.28% | 5.77% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 433.58 K | $68.88 M | 8.58% | 5.59% |
| UBS GROUP AG | 05/05/2026 | 166.67 K | $26.48 M | 15.49% | 2.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 126.22 K | $20.05 M | -2.74% | 1.63% |
| GENESEE CAPITAL ADVISORS, LLC | 04/22/2026 | 115.21 K | $18.30 M | -0.96% | 1.49% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 110.09 K | $17.49 M | -5.09% | 1.42% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 99.90 K | $15.87 M | -1.20% | 1.29% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 94.56 K | $15.02 M | 2.88% | 1.22% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 93.22 K | $14.81 M | 5.05% | 1.20% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 86.74 K | $13.78 M | -2.28% | 1.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 81.37 K | $12.93 M | -4.13% | 1.05% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 78.11 K | $12.41 M | -2.32% | 1.01% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 77.91 K | $12.38 M | -3.39% | 1.01% |
| RVW WEALTH, LLC | 04/08/2026 | 61.63 K | $9.79 M | -6.00% | 0.87% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 66.42 K | $10.55 M | -1.99% | 0.86% |
| CHOICE WEALTH ADVISORS, LLC | 04/09/2026 | 57.38 K | $9.12 M | 2.62% | 0.81% |
| ROYAL BANK OF CANADA | 05/15/2026 | 58.01 K | $9.22 M | -11.90% | 0.75% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 55.32 K | $8.80 M | -19.15% | 0.71% |
| CREATIVE PLANNING | 05/12/2026 | 47.79 K | $7.59 M | -2.49% | 0.62% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 45.59 K | $7.24 M | 2.60% | 0.59% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 39.96 K | $6.35 M | -4.47% | 0.52% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 34.82 K | $5.53 M | -22.58% | 0.45% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 33.59 K | $5.31 M | -1.36% | 0.43% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 30.09 K | $4.78 M | -3.33% | 0.42% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 32.41 K | $5.15 M | -0.38% | 0.42% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 31.38 K | $4.99 M | -0.32% | 0.40% |
| PROACTIVE WEALTH STRATEGIES LLC | 04/29/2026 | 31.17 K | $4.95 M | 92.44% | 0.40% |
| CX INSTITUTIONAL | 04/06/2026 | 27.02 K | $4.29 M | 379.57% | 0.38% |
| TRITON WEALTH MANAGEMENT, PLLC | 05/01/2026 | 27.73 K | $4.52 M | -7.62% | 0.36% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 27.25 K | $4.33 M | 100.00% | 0.35% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 26.54 K | $4.22 M | -5.21% | 0.34% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 25.29 K | $4.68 M | -2.36% | 0.33% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 25.22 K | $4.01 M | 9.33% | 0.33% |
| US BANCORP \DE\ | 05/15/2026 | 24.53 K | $3.90 M | 0.52% | 0.32% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 05/08/2026 | 21.54 K | $3.42 M | -3.96% | 0.28% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 21.13 K | $3.36 M | 6.80% | 0.27% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 17.27 K | $2.80 M | 31.46% | 0.24% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 18.63 K | $2.96 M | 739.81% | 0.24% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 16.18 K | $2.57 M | -16.04% | 0.21% |
| STEPHENS INC /AR/ | 04/28/2026 | 16.01 K | $2.54 M | 0.31% | 0.21% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 15.95 K | $2.49 M | 6.38% | 0.21% |
| L & S ADVISORS INC | 05/11/2026 | 15.22 K | $2.42 M | -1.28% | 0.20% |
| MTM INVESTMENT MANAGEMENT, LLC | 05/06/2026 | 14.51 K | $2.31 M | -0.68% | 0.19% |
| SOCHA FINANCIAL GROUP, LLC | 04/30/2026 | 14.41 K | $2.29 M | -2.47% | 0.19% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 13.65 K | $2.17 M | -4.75% | 0.18% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 12.90 K | $2.05 M | 100.00% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 11.98 K | $1.90 M | -1.34% | 0.15% |
| PLOTKIN FINANCIAL ADVISORS, LLC | 05/11/2026 | 11.12 K | $1.77 M | 0.00% | 0.14% |
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First Trust Technology AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 353 institutional investors and hedge funds held shares of First Trust Technology AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 681,271
LPL Financial LLC: 563,382
WELLS FARGO & COMPANY/MN: 447,401
RAYMOND JAMES FINANCIAL INC: 433,582
UBS Group AG: 166,673
COMMONWEALTH EQUITY SERVICES, LLC: 126,222
67.59% of First Trust Technology AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.23 M shares in the last 24 months. This purchase volume represents approximately $1.52 B in transactions.