First Trust Materials AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 486.76 K | $38.67 M | 7.69% | 17.34% |
| MORGAN STANLEY | 08/13/2026 | 405.60 K | $32.22 M | 54.88% | 14.45% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 382.23 K | $30.36 M | -0.76% | 13.62% |
| LPL FINANCIAL LLC | 08/07/2026 | 322.41 K | $25.61 M | 5.04% | 11.49% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 179.20 K | $14.24 M | 155.50% | 6.38% |
| UBS GROUP AG | 08/13/2026 | 147.49 K | $11.72 M | 10.81% | 5.25% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 101.65 K | $8.08 M | -2.32% | 3.62% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 92.46 K | $7.35 M | -2.58% | 3.29% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 08/05/2026 | 80.86 K | $6.42 M | -12.97% | 2.88% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 80.17 K | $6.37 M | 532.88% | 2.86% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 75.35 K | $5.99 M | -4.40% | 2.68% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 73.78 K | $5.86 M | 122.18% | 2.63% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 66.10 K | $5.25 M | -12.51% | 2.35% |
| ROYAL BANK OF CANADA | 08/14/2026 | 59.12 K | $4.70 M | 2.79% | 2.11% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 58.32 K | $4.63 M | -36.13% | 2.08% |
| OPPENHEIMER & CO INC | 08/03/2026 | 57.60 K | $4.58 M | 85.49% | 2.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 57.56 K | $4.57 M | 1.21% | 2.05% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 53.34 K | $4.24 M | -1.33% | 1.90% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 50.77 K | $4.03 M | 39.90% | 1.81% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 50.00 K | $3.97 M | 0.00% | 1.78% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 47.37 K | $3.76 M | -52.78% | 1.69% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 39.10 K | $3.11 M | -0.02% | 1.39% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 38.88 K | $3.01 M | -5.36% | 1.38% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 30.46 K | $2.42 M | 90.99% | 1.09% |
| PGIM CUSTOM HARVEST LLC | 08/13/2026 | 26.83 K | $2.13 M | -0.75% | 0.96% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 26.68 K | $2.12 M | 1.50% | 0.95% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 26.40 K | $2.10 M | 100.00% | 0.94% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 23.46 K | $1.86 M | 8.02% | 0.84% |
| NAVELLIER & ASSOCIATES INC | 08/04/2026 | 21.38 K | $1.70 M | 2.98% | 0.76% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 15.34 K | $1.22 M | 1.13% | 0.55% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 15.19 K | $1.22 M | 37.90% | 0.54% |
| NILSINE PARTNERS, LLC | 07/24/2026 | 14.83 K | $1.18 M | 1.79% | 0.53% |
| PURUS WEALTH MANAGEMENT, LLC | 07/13/2026 | 14.61 K | $1.16 M | 0.36% | 0.52% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 14.19 K | $1.13 M | 36.05% | 0.51% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 13.37 K | $1.06 M | 67.85% | 0.48% |
| KESLER, NORMAN & WRIDE, LLC | 07/23/2026 | 13.09 K | $1.04 M | -1.40% | 0.47% |
| BAROMETER CAPITAL MANAGEMENT INC. | 08/12/2026 | 12.30 K | $977.11 K | 296.77% | 0.44% |
| VIAWEALTH, LLC | 08/11/2026 | 10.51 K | $834.68 K | 150.41% | 0.37% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 10.28 K | $817.00 K | 100.00% | 0.37% |
| TSFG, LLC | 07/23/2026 | 9.84 K | $782.00 K | -13.72% | 0.35% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 9.40 K | $746.76 K | 8.01% | 0.33% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 07/07/2026 | 9.20 K | $731.12 K | -3.14% | 0.33% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 9.07 K | $720.78 K | 270.02% | 0.32% |
| CREATIVE PLANNING | 08/13/2026 | 8.66 K | $688.27 K | -1.66% | 0.31% |
| EAGLE STRATEGIES LLC | 07/21/2026 | 8.66 K | $687.78 K | 100.00% | 0.31% |
| AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 07/22/2026 | 8.35 K | $663.32 K | 100.00% | 0.30% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 7.47 K | $593.66 K | 100.00% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 7.44 K | $591.11 K | -82.50% | 0.27% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 7.40 K | $588.00 K | 100.00% | 0.26% |
| MGO ONE SEVEN LLC | 07/31/2026 | 7.24 K | $575.07 K | -0.63% | 0.26% |
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First Trust Materials AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 172 institutional investors and hedge funds held shares of First Trust Materials AlphaDEX Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 486,764
MORGAN STANLEY: 405,596
BANK OF AMERICA CORP /DE/: 382,234
LPL Financial LLC: 322,406
RAYMOND JAMES FINANCIAL INC: 179,204
UBS Group AG: 147,487
126.02% of First Trust Materials AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.74 M shares in the last 24 months. This purchase volume represents approximately $355.98 M in transactions.