First Trust Health Care AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.00 M | $114.29 M | 1.17% | 12.42% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 309.11 K | $35.18 B | -1.11% | 3.82% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 299.82 K | $34.13 M | 18.75% | 3.72% |
| LPL FINANCIAL LLC | 02/11/2026 | 291.71 K | $33.20 M | -0.55% | 3.60% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 288.54 K | $32.84 M | 1.79% | 3.57% |
| ROCKPORT WEALTH LLC | 02/06/2026 | 151.75 K | $17.27 M | -0.03% | 1.84% |
| UBS GROUP AG | 01/29/2026 | 122.17 K | $13.91 M | -6.28% | 1.51% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 117.26 K | $13.35 B | -5.82% | 1.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 79.13 K | $9.01 M | -4.03% | 0.98% |
| 02/13/2026 | 72.72 K | $8.28 M | 100.00% | 0.90% | |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 69.73 K | $7.94 M | 73.34% | 0.86% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 69.35 K | $7.89 M | 17.23% | 0.86% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 68.30 K | $7.77 M | -1.28% | 0.84% |
| ROYAL BANK OF CANADA | 02/17/2026 | 65.40 K | $7.44 M | -54.72% | 0.81% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 64.05 K | $7.29 M | 43.17% | 0.78% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 58.82 K | $6.69 M | -2.25% | 0.73% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 53.13 K | $6.05 M | 3.34% | 0.66% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 41.92 K | $4.77 M | 27.50% | 0.51% |
| 01/15/2026 | 38.26 K | $4.35 B | 100.00% | 0.47% | |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 35.21 K | $2.72 M | 46.35% | 0.44% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 33.43 K | $3.80 M | -1.03% | 0.41% |
| SFI ADVISORS, LLC | 02/11/2026 | 32.37 K | $3.68 M | -1.80% | 0.40% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 28.95 K | $3.30 M | 8.46% | 0.36% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 27.53 K | $3.13 M | -12.63% | 0.34% |
| HOLISTIC FINANCIAL PARTNERS | 01/07/2026 | 25.19 K | $2.87 M | -23.79% | 0.31% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 22.50 K | $2.56 M | 100.00% | 0.28% |
| JPMORGAN CHASE & CO | 02/11/2026 | 21.82 K | $2.48 M | 7.01% | 0.27% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 20.80 K | $2.37 M | 9.71% | 0.26% |
| FINANCIAL ADVISORY CORP | 01/27/2026 | 20.19 K | $2.30 M | -0.48% | 0.25% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 19.21 K | $2.19 M | -0.80% | 0.24% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 19.56 K | $2.23 M | 6.54% | 0.24% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 19.18 K | $2.18 M | -2.56% | 0.24% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 17.39 K | $1.98 M | -2.69% | 0.22% |
| SECURITY FINANCIAL SERVICES, INC. | 01/27/2026 | 15.08 K | $1.72 M | 0.00% | 0.18% |
| ASSETMARK, INC | 01/23/2026 | 13.97 K | $1.59 M | 11,639.50% | 0.17% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 13.66 K | $1.55 M | 91.76% | 0.17% |
| PCG WEALTH ADVISORS, LLC | 02/05/2026 | 13.46 K | $1.53 M | 0.63% | 0.16% |
| NAVELLIER & ASSOCIATES INC | 02/03/2026 | 13.43 K | $1.53 M | -27.86% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 12.87 K | $1.47 M | -10.67% | 0.16% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 12.62 K | $1.44 M | -4.71% | 0.16% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 12.06 K | $1.37 M | -1.24% | 0.15% |
| MOREY & QUINN WEALTH PARTNERS, LLC | 01/27/2026 | 11.52 K | $1.31 M | -6.96% | 0.14% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 11.42 K | $1.30 M | 50.16% | 0.14% |
| US BANCORP \DE\ | 01/30/2026 | 11.14 K | $1.27 M | 2,959.07% | 0.14% |
| WAGNER WEALTH MANAGEMENT, LLC | 01/30/2026 | 10.63 K | $1.21 M | -2.08% | 0.13% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 10.38 K | $1.18 M | 100.00% | 0.13% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 10.38 K | $1.18 M | 14.50% | 0.13% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 9.37 K | $1.07 M | 5.19% | 0.12% |
| APOLLON FINANCIAL, LLC | 01/22/2026 | 9.29 K | $1.06 M | -2.72% | 0.11% |
| FIRST HEARTLAND CONSULTANTS, INC. | 01/09/2026 | 9.24 K | $1.05 M | -1.88% | 0.11% |
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First Trust Health Care AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 318 institutional investors and hedge funds held shares of First Trust Health Care AlphaDEX Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1 M
BANK OF AMERICA CORP /DE/: 309,111
RAYMOND JAMES FINANCIAL INC: 299,816
LPL Financial LLC: 291,709
WELLS FARGO & COMPANY/MN: 288,537
Rockport Wealth LLC: 151,750
38.17% of First Trust Health Care AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.31 M shares in the last 24 months. This purchase volume represents approximately $1.19 B in transactions.