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 | 02/13/2026 | 342.59 K | $22.21 M | -0.42% | 12.20% |
| LPL FINANCIAL LLC | 02/11/2026 | 191.86 K | $12.44 M | -4.50% | 6.84% |
| MORGAN STANLEY | 02/13/2026 | 176.06 K | $11.41 M | -0.36% | 6.27% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 107.58 K | $6.97 M | -25.90% | 3.83% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 102.02 K | $6.61 B | -1.11% | 3.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 73.99 K | $5.13 M | 4.01% | 2.64% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 66.71 K | $4.32 M | 3.74% | 2.38% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 63.25 K | $4.10 B | -18.77% | 2.25% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 63.03 K | $4.09 M | 813.86% | 2.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 57.59 K | $3.73 M | 1.51% | 2.05% |
| UBS GROUP AG | 01/29/2026 | 55.25 K | $3.58 M | -11.71% | 1.97% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 55.24 K | $3.58 M | -4.50% | 1.97% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 46.10 K | $2.99 M | 3.21% | 1.64% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 45.44 K | $2.95 M | 50.99% | 1.62% |
| ROYAL BANK OF CANADA | 02/17/2026 | 41.93 K | $2.72 M | 37.86% | 1.49% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 35.44 K | $2.30 M | -3.06% | 1.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 31.52 K | $2.04 M | -23.10% | 1.12% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 28.82 K | $1.87 M | 14.28% | 1.03% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 21.79 K | $1.41 M | 67.60% | 0.78% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 17.39 K | $1.13 M | -20.45% | 0.62% |
| PURUS WEALTH MANAGEMENT, LLC | 01/27/2026 | 15.26 K | $989.16 K | -3.15% | 0.54% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 14.31 K | $927.63 K | 2.97% | 0.51% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 13.78 K | $892.98 K | 7.81% | 0.49% |
| KESLER, NORMAN & WRIDE, LLC | 02/10/2026 | 13.23 K | $857.55 K | 1.88% | 0.47% |
| OPPENHEIMER & CO INC | 02/02/2026 | 10.06 K | $651.86 K | -5.74% | 0.36% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 10.04 K | $650.54 K | 53.39% | 0.36% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 01/14/2026 | 9.60 K | $622.47 K | -0.21% | 0.34% |
| GTS SECURITIES LLC | 02/13/2026 | 8.33 K | $539.78 K | -26.53% | 0.30% |
| RPG FAMILY WEALTH ADVISORY, LLC | 02/13/2026 | 8.01 K | $519.30 K | -28.24% | 0.29% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 7.00 K | $454.00 K | 17.18% | 0.25% |
| APOLLON FINANCIAL, LLC | 01/22/2026 | 6.85 K | $444.16 K | 0.16% | 0.24% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 6.63 K | $429.90 K | -6.67% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 6.56 K | $424.91 K | 0.00% | 0.23% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 6.39 K | $413.99 K | -0.70% | 0.23% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 5.24 K | $339.41 K | -5.79% | 0.19% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 5.00 K | $324.12 K | 0.00% | 0.18% |
| FORTIS CAPITAL ADVISORS, LLC | 01/27/2026 | 5.00 K | $324.12 K | 0.00% | 0.18% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 4.65 K | $301.09 K | -4.33% | 0.17% |
| MGO ONE SEVEN LLC | 02/03/2026 | 4.60 K | $298.25 K | 0.00% | 0.16% |
| CORNERSTONE PLANNING GROUP LLC | 02/02/2026 | 4.21 K | $313.00 K | -63.69% | 0.15% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 4.11 K | $296.90 K | 100.00% | 0.15% |
| ATLAS BROWN,INC. | 01/09/2026 | 3.80 K | $246.21 K | -0.03% | 0.14% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 3.61 K | $234.01 K | -11.52% | 0.13% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 3.52 K | $228.00 K | 100.00% | 0.13% |
| BANCO SANTANDER, S.A. | 02/13/2026 | 3.51 K | $227.53 K | -1.96% | 0.13% |
| PETIX & BOTTE CO | 02/05/2026 | 3.42 K | $221.56 K | 0.00% | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 3.35 K | $216.84 K | -7.90% | 0.12% |
| CWM, LLC | 01/26/2026 | 3.05 K | $197.00 K | -1.62% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 2.58 K | $167.24 K | 2.42% | 0.09% |
| FAS WEALTH PARTNERS, INC. | 02/18/2026 | 2.01 K | $130.30 K | 0.00% | 0.07% |
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First Trust Materials AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of First Trust Materials AlphaDEX Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 342,587
LPL Financial LLC: 191,863
MORGAN STANLEY: 176,062
Cetera Investment Advisers: 107,581
BANK OF AMERICA CORP /DE/: 102,015
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 73,991
51.02% of First Trust Materials AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.03 M shares in the last 24 months. This purchase volume represents approximately $233.99 M in transactions.