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 | 08/13/2026 | 836.48 K | $76.22 M | -7.94% | 3.96% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 797.00 K | $72.62 M | -5.88% | 3.77% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 533.26 K | $48.59 M | 2.16% | 2.52% |
| LPL FINANCIAL LLC | 08/07/2026 | 486.89 K | $44.37 M | 19.32% | 2.30% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 352.79 K | $32.15 M | -10.79% | 1.67% |
| CAPITAL PERFORMANCE ADVISORS LLP | 08/14/2026 | 264.85 K | $24.13 M | -2.91% | 1.25% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 202.54 K | $18.46 M | 95.35% | 0.96% |
| UBS GROUP AG | 08/13/2026 | 200.51 K | $18.27 M | -4.91% | 0.95% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 158.04 K | $14.40 M | 28.79% | 0.75% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 155.96 K | $14.21 M | -1.61% | 0.74% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 117.21 K | $10.68 M | 5.53% | 0.55% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 98.91 K | $9.01 M | 2.30% | 0.47% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 98.16 K | $8.94 M | -3.10% | 0.46% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 79.17 K | $7.21 M | -12.21% | 0.37% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 08/05/2026 | 77.36 K | $7.05 M | -5.96% | 0.37% |
| MONUMENT CAPITAL MANAGEMENT | 07/22/2026 | 63.83 K | $5.82 M | -0.09% | 0.30% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 61.78 K | $5.63 M | 51.48% | 0.29% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 54.31 K | $4.95 M | 72.92% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 52.87 K | $4.82 M | 54.54% | 0.25% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 50.00 K | $4.56 M | 0.00% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 48.11 K | $4.38 M | -15.54% | 0.23% |
| ASSETMARK, INC | 07/30/2026 | 46.32 K | $4.22 M | 19,042.15% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 44.76 K | $4.08 M | -42.85% | 0.21% |
| ROYAL BANK OF CANADA | 08/14/2026 | 42.45 K | $3.87 M | -29.04% | 0.20% |
| PGIM CUSTOM HARVEST LLC | 08/13/2026 | 40.12 K | $3.66 M | 3.14% | 0.19% |
| CRUMLY & ASSOCIATES INC. | 07/08/2026 | 33.87 K | $3.09 M | 0.00% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 33.80 K | $3.08 M | -11.88% | 0.16% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 32.52 K | $2.96 M | 16.19% | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 31.57 K | $2.84 M | 45.69% | 0.15% |
| REGAL INVESTMENT ADVISORS LLC | 08/14/2026 | 27.14 K | $2.47 M | -8.05% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 26.94 K | $2.46 M | 0.61% | 0.13% |
| MTM INVESTMENT MANAGEMENT, LLC | 08/03/2026 | 24.26 K | $2.21 M | -0.49% | 0.11% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 24.20 K | $2.21 M | 3.82% | 0.11% |
| GTS SECURITIES LLC | 08/14/2026 | 23.18 K | $2.11 M | 100.00% | 0.11% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 08/10/2026 | 21.93 K | $1.49 M | -14.53% | 0.10% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 21.89 K | $1.99 M | 16.38% | 0.10% |
| NAVELLIER & ASSOCIATES INC | 08/04/2026 | 21.82 K | $1.99 M | 23.06% | 0.10% |
| PURUS WEALTH MANAGEMENT, LLC | 07/13/2026 | 21.39 K | $1.95 M | 4.74% | 0.10% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 20.05 K | $1.83 M | -5.70% | 0.09% |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 07/28/2026 | 20.00 K | $1.82 M | -1.63% | 0.09% |
| JPMORGAN CHASE & CO | 08/12/2026 | 19.02 K | $1.72 M | 196.55% | 0.09% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 18.97 K | $1.73 M | 243.63% | 0.09% |
| WEALTHFRONT ADVISERS LLC | 08/07/2026 | 18.87 K | $1.72 M | -0.61% | 0.09% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 15.86 K | $1.44 M | -1.26% | 0.08% |
| PROSPERITY CONSULTING GROUP, LLC | 08/13/2026 | 14.97 K | $1.36 M | -2.19% | 0.07% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 14.82 K | $1.35 M | 14.80% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 14.47 K | $1.32 M | -16.02% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 13.68 K | $1.25 M | 4.76% | 0.06% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 13.53 K | $1.23 M | 0.58% | 0.06% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 13.44 K | $1.22 M | 351.21% | 0.06% |
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First Trust Industrials/Producer Durables AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 254 institutional investors and hedge funds held shares of First Trust Industrials/Producer Durables AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 836,481
WELLS FARGO & COMPANY/MN: 796,996
RAYMOND JAMES FINANCIAL INC: 533,258
LPL Financial LLC: 486,887
BANK OF AMERICA CORP /DE/: 352,787
CAPITAL PERFORMANCE ADVISORS LLP: 264,853
28.05% of First Trust Industrials/Producer Durables AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.73 M shares in the last 24 months. This purchase volume represents approximately $829.71 M in transactions.