First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 687.18 K | $115.64 M | -2.79% | 8.11% |
| LPL FINANCIAL LLC | 02/11/2026 | 576.57 K | $97.02 M | 3.94% | 6.96% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 504.29 K | $84.86 M | -0.89% | 5.95% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 399.32 K | $67.20 M | 3.55% | 4.64% |
| UBS GROUP AG | 01/29/2026 | 144.32 K | $24.29 M | 2.83% | 1.70% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 129.78 K | $21.84 M | -0.29% | 1.53% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 116.00 K | $19.52 M | -6.22% | 1.37% |
| GENESEE CAPITAL ADVISORS, LLC | 01/16/2026 | 116.33 K | $19.58 M | 12.58% | 1.36% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 101.12 K | $17.02 M | -1.76% | 1.18% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 91.91 K | $15.47 M | 4.59% | 1.07% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 88.73 K | $14.93 M | 1.52% | 1.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 88.76 K | $14.94 M | 1.72% | 1.03% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 84.88 K | $14.28 M | -6.27% | 1.00% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 80.64 K | $13.57 M | -2.58% | 0.97% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 79.97 K | $13.46 M | -2.21% | 0.97% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 68.42 K | $11.52 M | -30.51% | 0.81% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 67.77 K | $11.40 M | -9.00% | 0.79% |
| ROYAL BANK OF CANADA | 02/17/2026 | 65.85 K | $11.08 M | -6.57% | 0.78% |
| RVW WEALTH, LLC | 01/12/2026 | 65.57 K | $11.03 M | -3.84% | 0.77% |
| CHOICE WEALTH ADVISORS, LLC | 01/08/2026 | 55.91 K | $9.41 M | -0.85% | 0.65% |
| CREATIVE PLANNING | 02/17/2026 | 49.01 K | $8.25 M | -0.06% | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 44.98 K | $7.57 M | 241.64% | 0.53% |
| GTS SECURITIES LLC | 02/13/2026 | 44.36 K | $7.47 M | 96.20% | 0.52% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 44.44 K | $7.48 M | 2.46% | 0.52% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 02/18/2026 | 43.52 K | $7.36 M | 4,243.01% | 0.51% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 41.83 K | $7.04 M | -0.60% | 0.49% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 34.05 K | $5.73 M | 0.24% | 0.40% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 32.54 K | $5.48 M | 908.52% | 0.38% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 31.48 K | $5.32 M | -0.65% | 0.37% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 31.12 K | $5.24 M | -1.05% | 0.36% |
| IRONBRIDGE PRIVATE WEALTH, LLC | 02/23/2026 | 30.23 K | $5.08 M | 0.00% | 0.36% |
| TRITON WEALTH MANAGEMENT, PLLC | 02/05/2026 | 30.02 K | $4.93 M | -5.37% | 0.35% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 28.00 K | $4.71 M | 12.80% | 0.33% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 25.90 K | $4.51 M | -4.26% | 0.30% |
| US BANCORP \DE\ | 01/30/2026 | 24.40 K | $4.11 M | 13.80% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 23.07 K | $3.88 M | -5.67% | 0.27% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 02/17/2026 | 22.42 K | $3.77 M | 0.00% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 19.79 K | $3.33 M | 1.41% | 0.23% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 19.27 K | $3.23 M | 6.93% | 0.22% |
| MARINER, LLC | 02/13/2026 | 17.11 K | $2.88 M | 203.62% | 0.20% |
| PROACTIVE WEALTH STRATEGIES LLC | 02/05/2026 | 16.20 K | $2.73 M | -0.12% | 0.19% |
| STEPHENS INC /AR/ | 02/05/2026 | 15.96 K | $2.68 M | 0.00% | 0.19% |
| L & S ADVISORS INC | 02/05/2026 | 15.42 K | $2.59 M | 0.01% | 0.18% |
| MTM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 14.61 K | $2.46 M | 0.00% | 0.18% |
| 02/10/2026 | 14.52 K | $2.49 M | 100.00% | 0.18% | |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 14.99 K | $2.52 M | 23.15% | 0.17% |
| SOCHA FINANCIAL GROUP, LLC | 01/30/2026 | 14.78 K | $2.49 M | -5.02% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 14.33 K | $2.41 M | 82.88% | 0.17% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 13.14 K | $2.21 M | 1.14% | 0.16% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 12.15 K | $2.04 M | 2.86% | 0.14% |
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First Trust Technology AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 366 institutional investors and hedge funds held shares of First Trust Technology AlphaDEX Fund. The most heavily invested institutionals were:
UBS Group AG: 166,673
COMMONWEALTH EQUITY SERVICES, LLC: 126,222
Genesee Capital Advisors, LLC: 115,214
TRUIST FINANCIAL CORP: 99,900
ENVESTNET ASSET MANAGEMENT INC: 93,218
Janney Montgomery Scott LLC: 77,905
58.48% of First Trust Technology AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.51 M shares in the last 24 months. This purchase volume represents approximately $1.57 B in transactions.