First Trust Switzerland AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VONTOBEL HOLDING LTD. | 02/13/2026 | 111.16 K | $8.90 M | 0.08% | 10.71% |
| MORGAN STANLEY | 02/13/2026 | 60.47 K | $4.84 M | -39.12% | 5.82% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 42.77 K | $3.43 M | 156.67% | 4.12% |
| JANE STREET GROUP, LLC | 02/12/2026 | 33.07 K | $2.65 B | -3.47% | 3.18% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 21.86 K | $1.75 M | 0.34% | 2.11% |
| CLIMBER CAPITAL SA | 02/03/2026 | 8.14 K | $651.15 K | 100.00% | 0.78% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 8.13 K | $651.37 K | -77.55% | 0.78% |
| SYON CAPITAL LLC | 02/11/2026 | 7.42 K | $594.52 K | -1.76% | 0.72% |
| GENESEE CAPITAL ADVISORS, LLC | 01/16/2026 | 6.89 K | $551.98 K | 100.00% | 0.66% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 6.53 K | $523.31 K | 0.00% | 0.63% |
| LPL FINANCIAL LLC | 02/11/2026 | 5.61 K | $449.08 K | -0.53% | 0.54% |
| BFI INFINITY LTD. | 01/14/2026 | 3.30 K | $265.74 K | 100.00% | 0.32% |
| 02/17/2026 | 2.92 K | $233.86 M | 100.00% | 0.28% | |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.02 K | $161.38 K | 100.00% | 0.19% |
| MTM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 1.87 K | $149.45 K | 0.00% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.01 K | $81.05 K | -64.66% | 0.10% |
| ROYAL BANK OF CANADA | 02/17/2026 | 959 | $77.00 K | 35.26% | 0.09% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 896 | $71.83 K | -19.86% | 0.09% |
| UBS GROUP AG | 01/29/2026 | 730 | $58.47 K | -47.52% | 0.07% |
| JPMORGAN CHASE & CO | 02/11/2026 | 594 | $47.65 K | 416.52% | 0.06% |
| US BANCORP \DE\ | 01/30/2026 | 134 | $10.73 K | 100.00% | 0.01% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 02/13/2026 | 60 | $4.78 K | -98.23% | 0.01% |
| ASSETMARK, INC | 01/23/2026 | 12 | $961 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 0 | $0 | -100.00% | 0.00% |
| COMERICA BANK | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| STONEX GROUP INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| BFI INFINITY LTD. | 01/14/2026 | 0 | $0 | -100.00% | 0.00% |
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First Trust Switzerland AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of First Trust Switzerland AlphaDEX Fund. The most heavily invested institutionals were:
Vontobel Holding Ltd.: 111,158
MORGAN STANLEY: 60,467
FLOW TRADERS U.S. LLC: 42,772
JANE STREET GROUP, LLC: 33,065
COTTONWOOD CAPITAL ADVISORS, LLC: 21,861
Climber Capital SA: 8,140
26.07% of First Trust Switzerland AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 488.08 K shares in the last 24 months. This purchase volume represents approximately $41.82 M in transactions.