First Trust Energy AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 05/13/2026 | 29.94 M | $672.40 M | 100.00% | 200.03% |
| MORGAN STANLEY | 05/15/2026 | 2.84 M | $63.82 M | 58.73% | 18.99% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.60 M | $36.04 M | 41.07% | 10.72% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.43 M | $32.10 M | 14.70% | 9.55% |
| NILSINE PARTNERS, LLC | 04/29/2026 | 939.90 K | $20.20 M | 100.00% | 6.28% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 684.03 K | $15.36 M | 1,886.83% | 4.57% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 660.28 K | $14.83 M | 100.00% | 4.41% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 649.03 K | $14.58 M | 3,541.92% | 4.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 640.12 K | $14.38 M | 69.44% | 4.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 564.14 K | $12.67 M | 39.02% | 3.77% |
| UBS GROUP AG | 05/05/2026 | 563.28 K | $12.65 M | 46.64% | 3.76% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 05/07/2026 | 357.49 K | $8.14 M | 100.00% | 2.39% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 350.99 K | $7.88 M | 300.66% | 2.35% |
| ROYAL BANK OF CANADA | 05/15/2026 | 325.29 K | $7.31 M | 131.24% | 2.17% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 285.05 K | $6.40 M | 67.09% | 1.90% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 251.06 K | $5.64 M | 2,201.16% | 1.68% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 223.03 K | $5.01 M | 100.00% | 1.49% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 194.11 K | $4.36 M | 109.47% | 1.30% |
| CRUMLY & ASSOCIATES INC. | 04/02/2026 | 193.22 K | $4.34 M | 0.00% | 1.29% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 156.01 K | $3.50 M | -9.31% | 1.04% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 154.37 K | $3.47 M | 100.00% | 1.03% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 113.91 K | $2.56 M | -2.57% | 0.76% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 112.97 K | $2.54 M | 11.89% | 0.75% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 111.29 K | $2.50 M | 2,220.98% | 0.74% |
| CITADEL ADVISORS LLC | 05/15/2026 | 110.03 K | $2.47 M | 105.73% | 0.74% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 107.79 K | $2.42 M | 37.83% | 0.72% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 107.35 K | $2.41 M | 5.28% | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 104.94 K | $2.36 M | -1.31% | 0.70% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 102.93 K | $2.31 M | 0.18% | 0.69% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 94.71 K | $2.13 M | 100.00% | 0.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 91.12 K | $2.05 M | 7.07% | 0.61% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 89.71 K | $2.02 M | 148.33% | 0.60% |
| NAVELLIER & ASSOCIATES INC | 05/07/2026 | 71.39 K | $1.60 M | -19.64% | 0.48% |
| OPPENHEIMER & CO INC | 04/24/2026 | 64.68 K | $1.45 M | 100.00% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 64.67 K | $1.45 M | 78.15% | 0.43% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 05/15/2026 | 59.35 K | $1.33 M | 228,184.62% | 0.40% |
| DAVIS INVESTMENT PARTNERS, LLC | 04/20/2026 | 58.40 K | $1.31 M | 100.00% | 0.39% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 51.12 K | $1.15 M | 5.53% | 0.34% |
| TRIAGEN WEALTH MANAGEMENT LLC | 04/29/2026 | 49.60 K | $1.11 M | 100.00% | 0.33% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 49.20 K | $1.11 M | 0.00% | 0.33% |
| JANE STREET GROUP, LLC | 05/12/2026 | 48.49 K | $1.09 M | 20.94% | 0.32% |
| ONEASCENT FINANCIAL SERVICES LLC | 04/21/2026 | 46.02 K | $1.03 M | 1.86% | 0.31% |
| CWM, LLC | 05/14/2026 | 45.10 K | $1.01 M | 949.17% | 0.30% |
| ELEMENT WEALTH, LLC | 05/04/2026 | 44.72 K | $1.00 M | 100.00% | 0.30% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 44.70 K | $974.08 K | 100.00% | 0.30% |
| KESLER, NORMAN & WRIDE, LLC | 05/06/2026 | 43.38 K | $974.38 K | 0.37% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 39.54 K | $888.11 K | 100.00% | 0.26% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 38.11 K | $855.88 K | 2.15% | 0.25% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 35.37 K | $582.48 K | 0.34% | 0.24% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 34.15 K | $767.10 K | 3.09% | 0.23% |
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First Trust Energy AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 199 institutional investors and hedge funds held shares of First Trust Energy AlphaDEX Fund. The most heavily invested institutionals were:
FIRST TRUST ADVISORS LP: 29.94 M
MORGAN STANLEY: 2.84 M
WELLS FARGO & COMPANY/MN: 1.6 M
LPL Financial LLC: 1.43 M
Nilsine Partners, LLC: 939,896
NewEdge Advisors, LLC: 684,027
306.21% of First Trust Energy AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 58.84 M shares in the last 24 months. This purchase volume represents approximately $1.21 B in transactions.