Who owns First Trust Utilities AlphaDEX Fnd?

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

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Top investors of First Trust Utilities AlphaDEX Fnd stock

Who bought or sold First Trust Utilities AlphaDEX Fnd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 1.9M $93M -41% Mar 2026
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LPL Financial 1.8M $89M 5% Mar 2026
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Raymond James Financial 969k $44M 4% Dec 2025
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Wells Fargo & Company 905k $45M -46% Mar 2026
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Bank of America Corporation 764k $38M 100% Mar 2026
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UBS Group 572k $28M 5% Mar 2026
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Advisory Services Network 418k $19M -8% Dec 2025
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Capital Performance Advisors 379k $19M 100% Mar 2026
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Branch Banking & Trust Company 373k $19M 22% Mar 2026
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Susquehanna International 365k $16M 4367% Dec 2025
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Two Sigma Investments 350k $17M 100% Mar 2026
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Cetera Investment Advisers 336k $17M 13% Mar 2026
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Envestnet Asset Management 273k $14M 52% Mar 2026
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Advisor Group Holdings 265k $12M 11% Dec 2025
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Wiley Bros.-aintree Capital 263k $12M 100% Dec 2025
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Csenge Advisory Group 252k $13M 4% Mar 2026
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Rockport Wealth 228k $11M 3196% Mar 2026
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Stifel Financial 215k $11M -34% Mar 2026
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Green Harvest Asset Management 172k $8.5M 0% Mar 2026
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Delos Wealth Advisors 163k $8.1M 5% Mar 2026
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Commonwealth Equity Services 162k $8.0M 1% Mar 2026
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Janney Montgomery Scott 158k $7.8M 0% Mar 2026
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Summit Financial 157k $7.8M -2% Mar 2026
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Cambridge Investment Research Advisors 152k $7.6M 6% Mar 2026
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Northwestern Mutual Wealth Management Company 147k $7.3M 10% Mar 2026
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Virtue Capital Management 143k $7.1M 100% Mar 2026
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Quadrature Capital 133k $6.0M 100% Dec 2025
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Milestones Private Investment Advisors 122k $6.1M 3% Mar 2026
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Baird Financial 101k $4.5M -6% Dec 2025
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Foundations Investment Advisors 93k $4.6M 0% Mar 2026
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Royal Bank of Canada 88k $4.4M -58% Mar 2026
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Fiduciary Alliance 87k $4.3M 44% Mar 2026
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Wright Fund Managment 86k $4.3M 100% Mar 2026
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Oppenheimer & Co 71k $3.5M -23% Mar 2026
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Equitable Holdings 70k $3.2M 8% Mar 2026
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Qube Research & Technologies 67k $3.0M 92% Dec 2025
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CWM 63k $2.8M -15% Dec 2025
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Brendel Financial Advisors 62k $3.1M 100% Mar 2026
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Merit Financial Group 53k $2.6M -8% Mar 2026
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Benjamin Edwards 51k $2.5M -83% Mar 2026
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Private Advisor 49k $2.4M -27% Mar 2026
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Sigma Planning 46k $2.3M -47% Mar 2026
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Kestra Advisory Services 45k $2.2M 148% Mar 2026
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Goss Wealth Management 44k $2.2M -91% Mar 2026
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Integrated Wealth Concepts 41k $2.0M 100% Mar 2026
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PKS Advisory Services 38k $1.9M 7% Mar 2026
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Gts Securities 37k $1.7M 100% Dec 2025
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Proactive Wealth Strategies 36k $1.8M -34% Mar 2026
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Cyndeo Wealth Partners 35k $1.7M 9% Mar 2026
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Mutual Advisors 34k $1.7M 100% Mar 2026
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Arkadios Wealth Advisors 33k $1.6M -58% Mar 2026
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WCG Wealth Advisors 32k $1.6M -91% Mar 2026
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Regal Investment Advisors 31k $1.4M 22% Dec 2025
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Gateway Wealth Partners 30k $1.5M 559% Mar 2026
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Independent Financial Group 30k $1.5M -21% Mar 2026
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Asset Allocation Strategies 30k $1.5M -3% Mar 2026
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Nilsine Partners 29k $1.4M -94% Mar 2026
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Harbour Investments 28k $1.4M 248% Mar 2026
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Ausdal Financial Partners 28k $1.4M 0% Mar 2026
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Mml Investors Services 27k $1.4M -45% Mar 2026
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J.w. Cole Advisors 27k $1.3M -18% Mar 2026
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Nations Financial Group 27k $1.3M 4% Mar 2026
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HB Wealth Management 26k $1.3M 88% Mar 2026
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Quantinno Capital Management 25k $1.2M 9% Mar 2026
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D.A. Davidson & Co. 25k $1.2M -76% Mar 2026
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Concurrent Investment Advisors 24k $1.2M -18% Mar 2026
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Independent Advisor Alliance 24k $1.2M 100% Mar 2026
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HFG Advisors 23k $1.2M 11% Mar 2026
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Kovack Advisors 20k $1.0M -50% Mar 2026
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Brian McDonald 19k $863k 8% Dec 2025
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Sound Income Strategies 19k $943k 7% Mar 2026
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Farther Finance Advisors 19k $928k 62% Mar 2026
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Flagship Harbor Advisors 19k $920k 49% Mar 2026
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Jones Financial Companies, L.L 18k $824k 43% Dec 2025
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Thrivent Financial for Lutherans 18k $885k 100% Mar 2026
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MGB Wealth Management 17k $767k 139% Dec 2025
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Winebrenner Capital Management 16k $799k -1% Mar 2026
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Dynamic Advisors Solutions 16k $787k -4% Mar 2026
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Sanctuary Advisors 15k $766k 22% Mar 2026
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GFS Advisors 15k $9.4M 100% Mar 2026
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Apeiron RIA 15k $756k -11% Mar 2026
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Warren Averett Asset Management 15k $678k 74% Dec 2025
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Trueblood Wealth Management 15k $742k 0% Mar 2026
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RFG Advisory 15k $728k 100% Mar 2026
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Prospera Financial Services 15k $720k 1% Mar 2026
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Kingswood Wealth Advisors 14k $706k -64% Mar 2026
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CI Private Wealth 14k $622k 20% Mar 2026
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Envestnet Portfolio Solutions 14k $703k 100% Mar 2026
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Resurgent Financial Advisors 13k $648k 28% Mar 2026
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Asset One Wealth Management 13k $630k 100% Mar 2026
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IFP Advisors 13k $638k 12% Mar 2026
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Kestra Private Wealth Services 13k $637k 1% Mar 2026
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Pnc Financial Services 13k $636k -2% Mar 2026
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U.S. Capital Wealth Advisors 12k $613k 18% Mar 2026
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Centaurus Financial 12k $604k -9% Mar 2026
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Cottonwood Capital Advisors 12k $602k 0% Mar 2026
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Rehmann Capital Advisory 12k $596k 0% Mar 2026
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Ferguson Shapiro 12k $588k 100% Mar 2026
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Fifth Third Bancorp 12k $586k 100% Mar 2026
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International Assets Investment Management 12k $588k -20% Mar 2026
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Western Wealth Management 12k $580k -2% Mar 2026
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RPg Family Wealth Advisory 11k $488k -33% Dec 2025
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Harmony Asset Management 11k $526k -5% Mar 2026
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Risk Paradigm 11k $476k 100% Dec 2025
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HBW Advisory Services 11k $523k -13% Mar 2026
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Advisor Resource Council 11k $522k 100% Mar 2026
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Signature Estate and Investment Advisors 11k $519k 1% Mar 2026
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Meridian Wealth Management 10k $511k 0% Mar 2026
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Equitable Trust 10k $507k 100% Mar 2026
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One Charles Private Wealth Services 10k $503k -3% Mar 2026
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Dorsey Wright & Associates 10k $497k 100% Mar 2026
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CLS Investments 9.9k $491k 100% Mar 2026
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Cadent Capital Advisors 9.5k $473k -4% Mar 2026
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Schrum Private Wealth Management 8.4k $417k 0% Mar 2026
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Belpointe Asset Management 8.1k $404k 100% Mar 2026
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Fortis Capital Advisors 8.1k $404k 100% Mar 2026
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Claro Advisors 8.1k $401k 0% Mar 2026
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Gotham Asset Management 7.9k $392k 0% Mar 2026
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Stratos Wealth Partners 7.7k $383k 7% Mar 2026
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Global View Capital Management 7.5k $374k -4% Mar 2026
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BIP Wealth 7.5k $370k 100% Mar 2026
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OneAscent Financial Services 7.5k $370k 3% Mar 2026
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Coppell Advisory Solutions 7.3k $333k 0% Dec 2025
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Colony 7.3k $329k 5% Dec 2025
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Rockefeller Capital Management 7.3k $361k -87% Mar 2026
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WealthBridge Capital Management 7.1k $351k 100% Mar 2026
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Lee Johnson Capital Management 7.1k $351k -15% Mar 2026
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Wealth Effects 6.9k $342k 0% Mar 2026
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Core Wealth Partners 6.6k $325k 0% Mar 2026
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ROI Financial Advisors 6.1k $301k -1% Mar 2026
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Goldman Sachs Group 5.9k $293k 0% Mar 2026
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Bright Financial Advisors 5.6k $276k 0% Mar 2026
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Retirement Planning Group 5.5k $273k -2% Mar 2026
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Capital Square 5.4k $266k 100% Mar 2026
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Beto Financial Group 5.2k $249k -51% Mar 2026
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Vivaldi Capital Management 5.1k $231k 0% Dec 2025
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HighTower Advisors 5.1k $251k 3% Mar 2026
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LaSalle St. Investment Advisors 5.0k $250k 0% Mar 2026
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We Are One Seven 5.0k $227k -5% Dec 2025
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Mot 5.0k $248k 0% Mar 2026
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Perennial Investment Advisors 4.9k $243k 100% Mar 2026
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Pacific Sun Financial Corp 4.8k $238k 0% Mar 2026
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Daymark Wealth Partners 4.4k $216k -97% Mar 2026
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Moors & Cabot 4.2k $210k -46% Mar 2026
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Mariner Wealth Advisors 4.2k $207k -17% Mar 2026
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Beacon Capital Management 4.1k $201k 100% Mar 2026
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Manchester Capital Management 4.0k $197k 0% Mar 2026
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O'shaughnessy Asset Management 3.9k $192k -33% Mar 2026
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Bnp Paribas Arbitrage, Snc 3.9k $191k -92% Mar 2026
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Nbc Securities 3.8k $186k 0% Mar 2026
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Nova Wealth Management 3.6k $180k -9% Mar 2026
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Steward Partners Investment Advisory 1.5k $73k -75% Mar 2026
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Transamerica Financial Advisors 411.00 $20k -99% Mar 2026
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Coastal Investment Advisors 1.00 $51.000000 -100% Mar 2026
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Who sold out of First Trust Utilities AlphaDEX Fnd?

Fund or Company Name Date Sold Shares Held Valued At
First Trust Advisors Dec 2025 17M $761M
CFG Asset Management Dec 2025 312k $14M
Vestmark Advisory Solutions Dec 2025 128k $5.8M
Pensionmark Financial Group Dec 2025 99k $4.5M
TriaGen Wealth Management Dec 2025 50k $2.3M
Davis Investment Partners Dec 2025 33k $1.5M
Wealth Enhancement Advisory Services Dec 2025 32k $1.4M
Element Wealth Dec 2025 30k $1.3M
Davenport & Co Dec 2025 28k $1.3M
Intl Fcstone Dec 2025 28k $1.3M
Trust Co Of Oklahoma Dec 2025 26k $1.2M
Englebert Financial Advisers Dec 2025 20k $902k
MinichMacGregor Wealth Management Dec 2025 16k $731k
Garden State Investment Advisory Services Dec 2025 15k $662k
Tudor Financial Dec 2025 14k $638k
Jpmorgan Chase & Co Sep 2025 9.5k $430k
Retirement Network Dec 2025 9.2k $416k
Axxcess Wealth Management Dec 2025 6.0k $270k
D. E. Shaw & Co Dec 2025 5.8k $262k
Global Assets Advisory Dec 2025 5.6k $252k
Atria Investments Dec 2025 5.6k $252k
Renaissance Technologies Sep 2025 5.4k $245k
IFG Advisory Dec 2025 5.4k $242k
Mercer Global Advisors Dec 2025 4.8k $214k