First Trust Industrials/Producer Durables AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 908.60 K | $74.17 M | -24.67% | 4.30% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 846.76 K | $69.12 M | -40.40% | 4.01% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 521.96 K | $42.61 M | -13.75% | 2.47% |
| LPL FINANCIAL LLC | 05/06/2026 | 408.05 K | $33.31 M | -17.43% | 1.93% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 395.48 K | $32.28 M | 8.78% | 1.87% |
| CAPITAL PERFORMANCE ADVISORS LLP | 05/07/2026 | 272.78 K | $22.27 M | -0.19% | 1.29% |
| UBS GROUP AG | 05/05/2026 | 210.86 K | $17.21 M | -29.73% | 1.00% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 158.52 K | $12.94 M | -3.31% | 0.75% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 122.71 K | $10.02 M | -0.86% | 0.58% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 111.08 K | $9.07 M | -2.75% | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 103.68 K | $8.46 M | 76.96% | 0.49% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 101.29 K | $8.27 M | -2.68% | 0.48% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 96.69 K | $7.98 M | -0.65% | 0.46% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 90.18 K | $7.36 M | -12.42% | 0.43% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 05/07/2026 | 82.26 K | $6.49 M | -9.41% | 0.39% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 78.33 K | $6.39 M | 244.57% | 0.37% |
| MONUMENT CAPITAL MANAGEMENT | 04/16/2026 | 63.89 K | $5.21 M | -0.05% | 0.30% |
| ROYAL BANK OF CANADA | 05/15/2026 | 59.83 K | $4.88 M | -56.38% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 56.96 K | $4.65 M | -12.81% | 0.27% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 50.00 K | $4.08 M | 100.00% | 0.24% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 40.78 K | $3.33 M | -55.85% | 0.19% |
| PGIM CUSTOM HARVEST LLC | 05/13/2026 | 38.90 K | $3.18 M | -3.49% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 38.36 K | $3.13 M | 2.24% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 34.21 K | $2.79 M | -24.54% | 0.16% |
| CRUMLY & ASSOCIATES INC. | 04/02/2026 | 33.87 K | $2.77 M | 0.00% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 33.17 K | $2.71 M | 0.73% | 0.16% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 31.41 K | $2.56 M | -2.83% | 0.15% |
| JANE STREET GROUP, LLC | 05/12/2026 | 31.12 K | $2.54 M | 27.25% | 0.15% |
| REGAL INVESTMENT ADVISORS LLC | 05/14/2026 | 29.51 K | $2.41 M | -11.26% | 0.14% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 27.99 K | $2.28 M | -39.04% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 26.78 K | $2.19 M | 6.37% | 0.13% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 05/08/2026 | 25.66 K | $2.09 M | 0.00% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 25.31 K | $2.07 M | 6.03% | 0.12% |
| MTM INVESTMENT MANAGEMENT, LLC | 05/06/2026 | 24.38 K | $1.99 M | -1.22% | 0.12% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 23.31 K | $1.90 M | -53.44% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 21.67 K | $1.73 M | 64.13% | 0.10% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 21.26 K | $1.74 M | -78.17% | 0.10% |
| PURUS WEALTH MANAGEMENT, LLC | 04/15/2026 | 20.42 K | $1.67 M | -1.91% | 0.10% |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 05/19/2026 | 20.33 K | $1.66 M | -4.08% | 0.10% |
| WEALTHFRONT ADVISERS LLC | 05/05/2026 | 18.98 K | $1.55 M | 59.61% | 0.09% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 18.81 K | $1.54 M | 3.20% | 0.09% |
| NAVELLIER & ASSOCIATES INC | 05/07/2026 | 17.73 K | $1.45 M | 100.00% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 17.23 K | $1.41 M | 0.00% | 0.08% |
| APEIRON RIA LLC | 04/27/2026 | 16.07 K | $1.31 M | -12.01% | 0.08% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 16.06 K | $1.32 M | -3.37% | 0.08% |
| PROSPERITY CONSULTING GROUP, LLC | 05/05/2026 | 15.31 K | $1.25 M | -1.16% | 0.07% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 14.65 K | $1.20 M | 100.00% | 0.07% |
| CX INSTITUTIONAL | 04/06/2026 | 13.95 K | $1.14 M | 1,520.09% | 0.07% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 13.45 K | $1.11 M | -0.15% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 13.06 K | $1.07 M | -16.94% | 0.06% |
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First Trust Industrials/Producer Durables AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 239 institutional investors and hedge funds held shares of First Trust Industrials/Producer Durables AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 908,603
WELLS FARGO & COMPANY/MN: 846,763
RAYMOND JAMES FINANCIAL INC: 521,961
LPL Financial LLC: 408,052
BANK OF AMERICA CORP /DE/: 395,475
CAPITAL PERFORMANCE ADVISORS LLP: 272,783
27.69% of First Trust Industrials/Producer Durables AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.64 M shares in the last 24 months. This purchase volume represents approximately $821.75 M in transactions.