Funds holding First Trust Exchange-Traded AlphaDEX Fund
ISIN US33735B1089 · United States · LEI 549300UMAZSND6P4WH64
- Fund holders
- 0
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 30,299 | -32.2 % |
| 2025Q1 | 1 | 0 | 44,663 | -2.1 % |
| 2024Q4 | 1 | 0 | 45,616 | +0.2 % |
| 2024Q3 | 1 | 0 | 45,514 | -3.2 % |
| 2024Q2 | 1 | 0 | 47,012 | +29.0 % |
| 2024Q1 | 1 | 0 | 36,445 | -24.5 % |
| 2023Q4 | 1 | 48,298 |
Institutional managers
207 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 1,081,289 | 138.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 962,684 | 123.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 719,915 | 92.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 441,555 | 56.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 273,951 | 35.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 207,676 | 26.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 205,567 | 26.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 198,133 | 25.4M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 156,988 | 20.1M $ | as of Mar 31, 2026 |
| Three Cord True Wealth Management, LLC | 136,778 | 17.5M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 120,617 | 15.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 90,925 | 11.7M $ | as of Mar 31, 2026 |
| Per Stirling Capital Management, LLC. | 76,851 | 9.9M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 76,389 | 9.8M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 73,929 | 9.5M $ | as of Mar 31, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 70,208 | 9M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 67,449 | 8.6M $ | as of Mar 31, 2026 |
| Chicago Partners Investment Group LLC | 60,065 | 8.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 54,085 | 6.9M $ | as of Mar 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 46,614 | 6M $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 44,370 | 5.7M $ | as of Mar 31, 2026 |
| Sanctuary Advisors, LLC | 43,191 | 5.5M $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 39,760 | 5.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 38,025 | 4.9M $ | as of Mar 31, 2026 |
| Western Wealth Management, LLC | 37,693 | 4.8M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding First Trust Exchange-Traded AlphaDEX Fund". https://titelia.com/en/stocks/first-trust-exchange-traded-alphadex-fund-US33735B1089