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 | 05/11/2026 | 451.99 K | $34.45 M | 31.93% | 16.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 385.16 K | $29.35 M | 277.55% | 13.72% |
| LPL FINANCIAL LLC | 05/06/2026 | 306.94 K | $23.39 M | 59.98% | 10.93% |
| MORGAN STANLEY | 05/15/2026 | 261.88 K | $19.96 M | 48.75% | 9.33% |
| UBS GROUP AG | 05/05/2026 | 133.09 K | $10.14 M | 140.92% | 4.74% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 104.07 K | $7.93 M | -3.27% | 3.71% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 100.31 K | $7.65 M | 183.04% | 3.57% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 94.91 K | $7.23 M | 13.98% | 3.38% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 05/07/2026 | 92.91 K | $6.87 M | 100.00% | 3.31% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 91.31 K | $6.96 M | 100.00% | 3.25% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 78.81 K | $6.01 M | 18.15% | 2.81% |
| IRONBRIDGE PRIVATE WEALTH, LLC | 05/14/2026 | 76.22 K | $5.81 M | 100.00% | 2.72% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 75.55 K | $5.76 M | 63.89% | 2.69% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 70.14 K | $5.35 M | 26.97% | 2.50% |
| ROYAL BANK OF CANADA | 05/15/2026 | 57.51 K | $4.38 M | 37.15% | 2.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 56.87 K | $4.33 M | -1.25% | 2.03% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 54.06 K | $4.12 M | 100.00% | 1.93% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 50.00 K | $3.81 M | -20.94% | 1.78% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 42.52 K | $3.24 M | 34.90% | 1.51% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 41.08 K | $3.16 M | -44.49% | 1.46% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 39.11 K | $2.98 M | 124.85% | 1.39% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 36.29 K | $2.77 M | -20.14% | 1.29% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 33.21 K | $2.53 M | 15.23% | 1.18% |
| OPPENHEIMER & CO INC | 04/24/2026 | 31.05 K | $2.37 M | 208.78% | 1.11% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 28.90 K | $2.20 M | 100.00% | 1.03% |
| PGIM CUSTOM HARVEST LLC | 05/13/2026 | 27.04 K | $2.06 M | -1.21% | 0.96% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 26.29 K | $2.00 M | 0.52% | 0.94% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 21.72 K | $1.65 M | -0.35% | 0.77% |
| NAVELLIER & ASSOCIATES INC | 05/07/2026 | 20.76 K | $1.58 M | 100.00% | 0.74% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 15.95 K | $1.22 M | 100.00% | 0.57% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 15.17 K | $1.16 M | 5.99% | 0.54% |
| NILSINE PARTNERS, LLC | 04/29/2026 | 14.57 K | $1.17 M | 100.00% | 0.52% |
| PURUS WEALTH MANAGEMENT, LLC | 04/15/2026 | 14.56 K | $1.11 M | -4.58% | 0.52% |
| KESLER, NORMAN & WRIDE, LLC | 05/06/2026 | 13.27 K | $1.01 M | 0.33% | 0.47% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 12.67 K | $965.35 K | 100.00% | 0.45% |
| TSFG, LLC | 04/27/2026 | 11.40 K | $869.00 K | 100.00% | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 11.01 K | $811.58 K | 72.43% | 0.39% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 10.43 K | $808.00 K | 3.96% | 0.37% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 04/21/2026 | 9.50 K | $724.08 K | -1.06% | 0.34% |
| CREATIVE PLANNING | 05/12/2026 | 8.81 K | $671.41 K | 0.24% | 0.31% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 8.70 K | $663.29 K | -86.19% | 0.31% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 7.96 K | $606.87 K | -42.20% | 0.28% |
| SCHRUM PRIVATE WEALTH MANAGEMENT LLC | 05/08/2026 | 7.73 K | $589.10 K | 0.00% | 0.28% |
| MGO ONE SEVEN LLC | 05/14/2026 | 7.29 K | $555.19 K | 58.34% | 0.26% |
| APOLLON FINANCIAL, LLC | 04/22/2026 | 6.76 K | $515.08 K | -1.36% | 0.24% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 6.62 K | $512.89 K | -0.15% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 6.59 K | $501.84 K | 0.46% | 0.23% |
| JPMORGAN CHASE & CO | 05/13/2026 | 5.62 K | $415.59 K | 100.00% | 0.20% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 5.00 K | $381.05 K | 0.00% | 0.18% |
| FORTIS CAPITAL ADVISORS, LLC | 04/28/2026 | 5.00 K | $381.05 K | 0.00% | 0.18% |
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First Trust Materials AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 161 institutional investors and hedge funds held shares of First Trust Materials AlphaDEX Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 451,985
BANK OF AMERICA CORP /DE/: 385,160
LPL Financial LLC: 306,935
MORGAN STANLEY: 261,884
UBS Group AG: 133,094
Cetera Investment Advisers: 104,066
113.93% of First Trust Materials AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.39 M shares in the last 24 months. This purchase volume represents approximately $330.05 M in transactions.