FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - CIBR

Sector: Funds · Industry: ETF / Fund

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$6.075B

QoQ value delta ($000)

+$212.4M (+3.62%)

Implied price effect (QoQ)

-5.8%

Total shares

84,887,224

QoQ shares delta

+7,717,719 (+10.0%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 6 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	1,104,469	15,457,943	0.08%
MORGAN STANLEY	968,652	13,557,064	0.06%
LPL Financial LLC	415,134	5,810,145	0.11%
UBS Group AG	400,295	5,602,461	0.06%
WELLS FARGO & COMPANY/MN	336,416	4,708,419	0.06%
RAYMOND JAMES FINANCIAL INC	174,455	2,441,650	0.05%
ROYAL BANK OF CANADA	163,902	2,293,935	0.03%
AMERIPRISE FINANCIAL INC	127,795	1,788,894	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	83,784	1,172,628	0.11%
FIRST TRUST ADVISORS LP	75,281	1,053,364	0.05%
Cetera Investment Advisers	64,002	895,765	0.07%
JPMORGAN CHASE & CO	60,340	844,512	0.0%
OSAIC HOLDINGS, INC.	60,326	844,045	0.09%
Cambridge Investment Research Advisors, Inc.	56,372	788,964	0.15%
CWM, LLC	52,220	730,867	0.14%
AXXCESS WEALTH MANAGEMENT, LLC	52,129	729,589	0.9%
ENVESTNET ASSET MANAGEMENT INC	50,955	713,158	0.02%
STIFEL FINANCIAL CORP	50,792	710,823	0.05%
Capital Asset Advisory Services LLC	50,262	696,254	2.02%
Rockefeller Capital Management L.P.	45,782	640,759	0.08%
Private Advisor Group, LLC	39,229	549,045	0.18%
HighTower Advisors, LLC	35,204	492,718	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	32,114	449,471	0.02%
CITIGROUP INC	30,491	426,746	0.01%
EDMOND DE ROTHSCHILD HOLDING S.A.	29,198	408,663	0.41%