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First Trust Exchange-Traded AlphaDEX(R) Fund

Institutional holders · 13F as of Mar 31, 2026

127 holders

HolderValue ↓Shares% of shares
FIRST TRUST ADVISORS LP$672.40M29,937,777—
Morgan Stanley$29.48M1,790,127—
LPL Financial LLC$23.84M1,178,237—
WELLS FARGO & COMPANY/MN$18.73M1,137,331—
&PARTNERS$14.58M649,026—
Royal Bank of Canada$7.31M325,290—
BANK OF AMERICA CORP /DE$6.68M405,782—
UBS Group AG$6.33M384,123—
RAYMOND JAMES FINANCIAL INC$6.22M377,787—
D.A. DAVIDSON & CO.$5.64M251,057—
Crumly & Associates Inc.$3.18M193,220—
Summit Financial, LLC$2.83M172,025—
Independent Advisor Alliance$2.81M170,591—
HighTower Advisors, LLC$1.93M116,917—
OSAIC HOLDINGS, INC.$1.75M106,338—
Private Advisor Group, LLC$1.69M102,740—
THE GOLDMAN SACHS GROUP, INC.$1.68M101,964—
Cetera Investment Advisers$1.66M100,961—
STIFEL FINANCIAL CORP$1.53M92,667—
NAVELLIER & ASSOCIATES INC$1.46M88,835—
COMMONWEALTH EQUITY SERVICES, LLC$1.40M85,105—
Stratos Wealth Partners, LTD.$1.37M83,403—
BNP PARIBAS FINANCIAL MARKETS$1.11M49,200—
TWO SIGMA INVESTMENTS, LP$888.1K39,542—
Citadel Advisors LLC$880.8K53,480—
Kestra Advisory Services, LLC$797.8K48,442—
OneAscent Financial Services LLC$744.1K45,178—
Kesler, Norman & Wride, LLC$711.9K43,224—
JANE STREET GROUP, LLC$660.3K40,092—
TRUST CO OF OKLAHOMA$639.8K28,487—
Prospera Financial Services Inc$614.4K37,305—
ENVESTNET ASSET MANAGEMENT INC$597.9K36,304—
BENJAMIN EDWARDS INC$595.0K36,126—
EQUITABLE HOLDINGS, INC.$582.5K35,366—
NewEdge Advisors, LLC$567.0K34,428—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$545.8K33,138—
Sanctuary Advisors, LLC$545.7K33,131—
RPg Family Wealth Advisory, LLC$510.0K30,964—
Risk Paradigm Group, LLC$500.5K30,386—
MML INVESTORS SERVICES, LLC$458.3K22,653—
Global Assets Advisory, LLC$449.6K27,301—
TRUIST FINANCIAL CORP$445.4K27,040—
JONES FINANCIAL COMPANIES LLLP$416.4K25,280—
CITIGROUP INC$412.4K25,037—
BETO FINANCIAL GROUP, LLC$361.2K16,932—
COTTONWOOD CAPITAL ADVISORS, LLC$350.5K21,283—
Farther Finance Advisors, LLC$330.8K20,088—
Retirement Planning Group, LLC$300.1K18,222—
JBR Co Financial Management Inc$288.4K17,509—
Dunhill Financial, LLC$274.2K13,555—
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