Who owns First Trust Energy AlphaDEX Fd?

Tip: Access positions for across all investors

Analyze quarterly positions in First Trust Energy AlphaDEX with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of First Trust Energy AlphaDEX stock

Who bought or sold First Trust Energy AlphaDEX Fd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
First Trust Advisors 30M $672M 100% Mar 2026
 View chart
Morgan Stanley 2.8M $64M 59% Mar 2026
 View chart
Wells Fargo & Company 1.6M $36M 41% Mar 2026
 View chart
LPL Financial 1.4M $32M 15% Mar 2026
 View chart
Nilsine Partners 940k $20M 100% Mar 2026
 View chart
Goss Wealth Management 684k $15M 1887% Mar 2026
 View chart
Bank of America Corporation 564k $13M 100% Mar 2026
 View chart
UBS Group 563k $13M 47% Mar 2026
 View chart
Raymond James Financial 378k $6.2M -13% Dec 2025
 View chart
Virtue Capital Management 358k $8.1M 100% Mar 2026
 View chart
Cambridge Investment Research Advisors 351k $7.9M 301% Mar 2026
 View chart
Royal Bank of Canada 325k $7.3M 26% Mar 2026
 View chart
Independent Advisor Alliance 285k $6.4M 67% Mar 2026
 View chart
D.A. Davidson & Co. 251k $5.6M 2201% Mar 2026
 View chart
Stifel Financial 194k $4.4M 109% Mar 2026
 View chart
Crumly & Associates 193k $4.3M 0% Mar 2026
 View chart
Summit Financial 156k $3.5M -9% Mar 2026
 View chart
HighTower Advisors 114k $2.6M -3% Mar 2026
 View chart
Cetera Investment Advisers 113k $2.5M 12% Mar 2026
 View chart
Rockefeller Capital Management 111k $2.5M 2221% Mar 2026
 View chart
Citadel Advisors 110k $2.5M 106% Mar 2026
 View chart
Janney Montgomery Scott 108k $2.4M 38% Mar 2026
 View chart
Goldman Sachs Group 107k $2.4M 5% Mar 2026
 View chart
Advisor Group Holdings 106k $1.8M -30% Dec 2025
 View chart
Private Advisor 103k $2.3M 0% Mar 2026
 View chart
Ethos Financial Group 95k $2.1M 100% Mar 2026
 View chart
Commonwealth Equity Services 91k $2.0M 7% Mar 2026
 View chart
Benjamin Edwards 90k $2.0M 148% Mar 2026
 View chart
Navellier & Associates 71k $1.6M -20% Mar 2026
 View chart
Oppenheimer & Co 65k $1.5M 100% Mar 2026
 View chart
Envestnet Asset Management 65k $1.5M 78% Mar 2026
 View chart
Transamerica Financial Advisors 59k $1.3M 228185% Mar 2026
 View chart
Davis Investment Partners 58k $1.3M 100% Mar 2026
 View chart
Kestra Advisory Services 51k $1.1M 6% Mar 2026
 View chart
TriaGen Wealth Management 50k $1.1M 100% Mar 2026
 View chart
Bnp Paribas Arbitrage, Snc 49k $1.1M 0% Mar 2026
 View chart
Jane Street 49k $1.1M 21% Mar 2026
 View chart
OneAscent Financial Services 46k $1.0M 2% Mar 2026
 View chart
Element Wealth 45k $1.0M 100% Mar 2026
 View chart
Kovack Advisors 45k $974k 100% Mar 2026
 View chart
Kesler, Norman & Wride 43k $974k 0% Mar 2026
 View chart
Two Sigma Investments 40k $888k 100% Mar 2026
 View chart
Prospera Financial Services 38k $856k 2% Mar 2026
 View chart
Equitable Holdings 35k $583k 0% Mar 2026
 View chart
Sanctuary Advisors 34k $767k 3% Mar 2026
 View chart
Susquehanna International 33k $546k 20% Dec 2025
 View chart
Coastal Investment Advisors 33k $733k 100% Mar 2026
 View chart
RPg Family Wealth Advisory 31k $510k 100% Dec 2025
 View chart
MinichMacGregor Wealth Management 31k $693k 100% Mar 2026
 View chart
Risk Paradigm 30k $501k 100% Dec 2025
 View chart
Jaffetilchin Investment Partners 30k $665k 100% Mar 2026
 View chart
Trust Co Of Oklahoma 29k $640k 100% Mar 2026
 View chart
Centaurus Financial 28k $638k 4% Mar 2026
 View chart
Global View Capital Management 27k $594k 100% Mar 2026
 View chart
Jones Financial Companies, L.L 25k $416k -9% Dec 2025
 View chart
Branch Banking & Trust Company 25k $553k -9% Mar 2026
 View chart
Citigroup 25k $553k 100% Mar 2026
 View chart
Mml Investors Services 22k $499k -2% Mar 2026
 View chart
Cottonwood Capital Advisors 21k $478k 0% Mar 2026
 View chart
Farther Finance Advisors 20k $437k 0% Mar 2026
 View chart
Two Sigma Securities 20k $448k 100% Mar 2026
 View chart
Harbour Investments 20k $445k 459% Mar 2026
 View chart
Retirement Planning Group 18k $409k 0% Mar 2026
 View chart
Wiley Bros.-aintree Capital 18k $294k -14% Dec 2025
 View chart
JBR Co Financial Management 18k $288k 0% Mar 2026
 View chart
1776 Wealth 16k $368k 0% Mar 2026
 View chart
AE Wealth Management 16k $363k -1% Mar 2026
 View chart
CIBC World Markets 16k $355k 100% Mar 2026
 View chart
IHT Wealth Management 15k $246k 100% Dec 2025
 View chart
Tower Research Capital 14k $238k -85% Dec 2025
 View chart
Level Four Advisory Services 14k $233k -7% Dec 2025
 View chart
Fifth Third Bancorp 14k $306k 100% Mar 2026
 View chart
Gateway Wealth Partners 12k $271k 20% Mar 2026
 View chart
Kestra Private Wealth Services 12k $270k 0% Mar 2026
 View chart
Van Diest Capital 12k $193k 100% Dec 2025
 View chart
Moors & Cabot 12k $260k -2% Mar 2026
 View chart
HFG Advisors 11k $247k -20% Mar 2026
 View chart
Wealth Effects 11k $245k 4% Mar 2026
 View chart
Nbc Securities 10k $230k 0% Mar 2026
 View chart
Prosperity Financial Group 10k $224k 100% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 9.0k $203k -11% Mar 2026
 View chart
Keating Financial Advisory Services 8.8k $198k 100% Mar 2026
 View chart
Pnc Financial Services 8.5k $191k 0% Mar 2026
 View chart
Hilton Head Capital Partners 7.8k $175k 100% Mar 2026
 View chart
REAP Financial Group 7.6k $170k 0% Mar 2026
 View chart
Parallel Advisors 7.0k $158k 441% Mar 2026
 View chart
Global Retirement Partners 6.5k $107k -15% Dec 2025
 View chart
Nova Wealth Management 6.3k $142k 0% Mar 2026
 View chart
Steward Partners Investment Advisory 5.8k $130k 0% Mar 2026
 View chart
Geneos Wealth Management 5.2k $117k 0% Mar 2026
 View chart
Ashton Thomas Private Wealth 4.6k $104k 100% Mar 2026
 View chart
CWM 4.3k $71k 0% Dec 2025
 View chart
Brian McDonald 4.3k $70k -42% Dec 2025
 View chart
IFP Advisors 3.9k $88k -22% Mar 2026
 View chart
Hazlett, Burt & Watson 3.9k $88k 0% Mar 2026
 View chart
Merkkuri Wealth Advisors 3.9k $87k 100% Mar 2026
 View chart
Private Wealth Asset Management 3.8k $85k 0% Mar 2026
 View chart
Sound Income Strategies 3.6k $78k 53% Mar 2026
 View chart
Biltmore Family Office 3.2k $73k 0% Mar 2026
 View chart
Ubs Global Asset Management Americas 3.2k $72k 88% Mar 2026
 View chart
SRS Capital Advisors 2.6k $59k 0% Mar 2026
 View chart
Topsail Wealth Management 2.6k $58k 0% Mar 2026
 View chart
MCF Advisors 2.5k $56k 0% Mar 2026
 View chart
Silver Grove Financial Group 2.4k $53k 100% Mar 2026
 View chart
ORG Partners 2.0k $33k 0% Dec 2025
 View chart
Hartland & Co 1.6k $36k -9% Mar 2026
 View chart
Golden State Wealth Management 1.5k $34k 0% Mar 2026
 View chart
Allspring Global Investments Holdings 1.2k $26k 0% Mar 2026
 View chart
Pinnacle Bank 1.1k $25k 0% Mar 2026
 View chart
Western Wealth Management 1.0k $23k 100% Mar 2026
 View chart
Mechanics Financial Corp 1.0k $23k 0% Mar 2026
 View chart
Register Financial Advisors 1.0k $23k 0% Mar 2026
 View chart
Vermillion Wealth Management 977.00 $22k 0% Mar 2026
 View chart
FMR 877.00 $14k 0% Dec 2025
 View chart
DHJJ Financial Advisors 795.00 $18k 0% Mar 2026
 View chart
William Blair $ Company 785.00 $18k 0% Mar 2026
 View chart
AlphaCore Capital 700.00 $16k -63% Mar 2026
 View chart
Root Financial Partners 655.00 $15k 0% Mar 2026
 View chart
Ronald Blue Trust 621.00 $14k 0% Mar 2026
 View chart
Mosley Wealth Management 600.00 $9.8k 100% Mar 2026
 View chart
Financial Perspectives 600.00 $14k 0% Mar 2026
 View chart
CoreCap Advisors 531.00 $12k -27% Mar 2026
 View chart
Emerald Investment Partners 508.00 $11k 0% Mar 2026
 View chart
CX Institutional 441.00 $10k 0% Mar 2026
 View chart
Rossby Financial, LCC 395.00 $8.6k 0% Mar 2026
 View chart
Integrity Financial Corp 381.00 $6.3k 0% Dec 2025
 View chart
BlackRock 375.00 $8.4k 100% Mar 2026
 View chart
Larson Financial Group 275.00 $4.5k 0% Dec 2025
 View chart
Spire Wealth Management 256.00 $5.8k 0% Mar 2026
 View chart
Creative Financial Designs 209.00 $4.7k 100% Mar 2026
 View chart
Capital Investment Advisory Services 205.00 $4.6k 0% Mar 2026
 View chart
Us Bancorp 160.00 $2.6k -100% Dec 2025
 View chart
SBI Securities 145.00 $3.3k 4733% Mar 2026
 View chart
Triumph Capital Management 143.00 $3.2k 0% Mar 2026
 View chart
Tucker Asset Management 101.00 $1.7k 100% Dec 2025
 View chart
Wagner Wealth Management 80.00 $1.8k 0% Mar 2026
 View chart
Kiker Wealth Management 80.00 $1.8k 100% Mar 2026
 View chart
Mcguire Capital Advisors 75.00 $1.2k 100% Dec 2025
 View chart
Mpwm Advisory Solutions 60.00 $1.3k 100% Mar 2026
 View chart
Aptus Capital Advisors 30.00 $674.001000 0% Mar 2026
 View chart

Who sold out of First Trust Energy AlphaDEX?

Fund or Company Name Date Sold Shares Held Valued At
Stratos Wealth Partners Dec 2025 83k $1.4M
Flow Traders US Dec 2025 51k $847k
Global Assets Advisory Dec 2025 27k $450k
CI Private Wealth Dec 2025 25k $25k
D. E. Shaw & Co Dec 2025 15k $248k
Jpmorgan Chase & Co Sep 2025 4.3k $0
Dunhill Financial Dec 2025 1.2k $19k
Sunbelt Securities Dec 2025 1.0k $17k
RMG Wealth Management Dec 2025 677.00 $80k