FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FPXE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,044 | 943 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 25,817 | 900 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 21,482 | 749 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,989 | 278 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,470 | 51 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 28,466 | 27 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | No change | 538 | 18 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 433 | 15 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 433 | 15 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 190 | 6 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | New | 63 | 2 | 0.0% | — | 11 | +63 | New | Q3 2026 | Oct 02, 2026 |
| MORGAN STANLEY | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |