First Trust Industrials/Producer Durables AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.42 M | $113.47 M | -22.31% | 6.72% |
| MORGAN STANLEY | 02/13/2026 | 1.21 M | $96.34 M | -18.53% | 5.71% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 605.17 K | $48.33 M | -8.06% | 2.86% |
| LPL FINANCIAL LLC | 02/11/2026 | 494.18 K | $39.47 M | -18.11% | 2.34% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 363.57 K | $29.04 M | -64.17% | 1.72% |
| UBS GROUP AG | 01/29/2026 | 300.07 K | $23.97 M | -22.35% | 1.42% |
| CAPITAL PERFORMANCE ADVISORS LLP | 01/27/2026 | 273.30 K | $21.83 M | 100.00% | 1.29% |
| NEWSQUARE CAPITAL LLC | 02/17/2026 | 183.30 K | $14.64 M | -32.87% | 0.87% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 163.94 K | $13.09 M | -10.79% | 0.78% |
| ROYAL BANK OF CANADA | 02/17/2026 | 137.17 K | $10.96 M | -26.97% | 0.65% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 123.78 K | $9.89 M | -29.26% | 0.59% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 114.22 K | $9.12 M | -11.93% | 0.54% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 104.09 K | $8.31 M | -32.05% | 0.49% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 102.97 K | $8.22 M | -31.65% | 0.49% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 97.38 K | $7.78 M | -2.62% | 0.46% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 97.32 K | $7.77 M | 2.07% | 0.46% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 92.37 K | $7.38 M | -48.57% | 0.44% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 02/18/2026 | 90.81 K | $7.39 M | 167.83% | 0.43% |
| DAYMARK WEALTH PARTNERS, LLC | 01/12/2026 | 88.98 K | $7.11 M | 1.47% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 65.33 K | $5.22 M | -9.97% | 0.31% |
| MONUMENT CAPITAL MANAGEMENT | 01/26/2026 | 63.92 K | $5.11 M | 5.21% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 58.59 K | $4.68 M | -48.28% | 0.28% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 50.08 K | $4.00 M | 705.58% | 0.24% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 45.91 K | $3.67 M | -84.92% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 45.34 K | $3.62 M | 18.20% | 0.21% |
| PGIM CUSTOM HARVEST LLC | 02/17/2026 | 40.31 K | $3.22 M | -2.74% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 37.52 K | $3.00 M | -20.69% | 0.18% |
| CRUMLY & ASSOCIATES INC. | 01/14/2026 | 33.87 K | $2.71 M | -1.26% | 0.16% |
| CWM, LLC | 01/26/2026 | 33.63 K | $2.69 M | -22.26% | 0.16% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 33.26 K | $2.66 M | -6.85% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 32.93 K | $2.63 M | -0.21% | 0.16% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 32.32 K | $2.58 M | -32.75% | 0.15% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 02/17/2026 | 25.66 K | $2.05 M | -1.91% | 0.12% |
| GTS SECURITIES LLC | 02/13/2026 | 25.23 K | $2.02 M | 100.00% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 25.18 K | $2.01 M | -1.40% | 0.12% |
| MTM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 24.68 K | $1.97 M | 0.00% | 0.12% |
| JANE STREET GROUP, LLC | 02/12/2026 | 24.46 K | $1.95 M | 100.00% | 0.12% |
| GUIDED CAPITAL WEALTH MANAGEMENT, LLC | 01/15/2026 | 24.03 K | $1.92 M | 0.22% | 0.11% |
| CITADEL ADVISORS LLC | 02/17/2026 | 23.87 K | $1.91 M | 100.00% | 0.11% |
| TRADEWELL SECURITIES, LLC. | 02/09/2026 | 22.95 K | $1.83 M | 6.90% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 22.73 K | $1.82 M | -42.66% | 0.11% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 22.41 K | $1.79 M | -2.58% | 0.11% |
| STONEX GROUP INC. | 02/12/2026 | 22.25 K | $1.78 M | -6.14% | 0.11% |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 02/11/2026 | 21.20 K | $1.69 M | 100.00% | 0.10% |
| PURUS WEALTH MANAGEMENT, LLC | 01/27/2026 | 20.82 K | $1.66 M | -1.46% | 0.10% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 19.63 K | $1.57 M | -92.32% | 0.09% |
| WIN ADVISORS, INC | 02/04/2026 | 19.34 K | $1.54 M | 100.00% | 0.09% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 19.01 K | $1.52 M | 100.00% | 0.09% |
| APEIRON RIA LLC | 02/03/2026 | 18.26 K | $1.58 M | -3.56% | 0.09% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 18.23 K | $1.46 M | -5.53% | 0.09% |
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First Trust Industrials/Producer Durables AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 247 institutional investors and hedge funds held shares of First Trust Industrials/Producer Durables AlphaDEX Fund. The most heavily invested institutionals were:
UBS Group AG: 210,863
TRUIST FINANCIAL CORP: 158,515
D.A. DAVIDSON & CO.: 122,713
Janney Montgomery Scott LLC: 111,076
ENVESTNET ASSET MANAGEMENT INC: 103,682
Cambridge Investment Research Advisors, Inc.: 78,332
35.80% of First Trust Industrials/Producer Durables AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.45 M shares in the last 24 months. This purchase volume represents approximately $976.08 M in transactions.