Institutional Ownership
First Tr Exchange Traded Fd
CUSIP 33734X135FINLS ALPHADEXFXOQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
40.4%
Max % of class reported
Institutional Holders
221
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Mar 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 6, 2026 | First Trust Portfolios L.P. | 13G/A | 0.1% | 21.7K | SEC |
| 2 | Jan 20, 2026 | First Trust Portfolios L.P. | 13G/A | 35.6% | 12.70M | SEC |
| 3 | Apr 7, 2025 | First Trust Portfolios L.P. | 13G/A | 34.6% | 13.90M | SEC |
| 4 | Jan 7, 2025 | First Trust Portfolios L.P. | 13G | 40.4% | 15.06M | SEC |
| 5 | Oct 10, 2023 | First Trust Portfolios LP | 13G/A | — | — | SEC |
| 6 | Mar 10, 2023 | First Trust Portfolios LP | 13G | 31.8% | 15.95M | SEC |
| 7 | Apr 7, 2020 | First Trust Portfolios LP | 13G/A | 0.1% | 35.2K | SEC |
| 8 | Feb 14, 2020 | First Trust Portfolios LP | 13G/A | 29.8% | 17.42M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.83M | $102.97M |
| 2 | Morgan Stanley | 1.56M | $87.84M |
| 3 | Lpl Financial LLC | 1.02M | $57.06M |
| 4 | Raymond James Financial Inc | 897.4K | $50.42M |
| 5 | Bank Of America Corp /De/ | 467.4K | $26.26M |
| 6 | Ubs Group AG | 405.6K | $22.79M |
| 7 | Wcg Wealth Advisors LLC | 303.8K | $17.07M |
| 8 | Ameriprise Financial Inc | 285.1K | $16.01M |
| 9 | Earned Wealth Advisors, LLC | 252.9K | $14.21M |
| 10 | Stifel Financial Corp | 252.1K | $14.17M |