As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of First Trust Exchange-Traded AlphaDEX(R) Fund II. The largest reported stake is First Trust Portfolios L.P.'s, at 47.27%. 33 filings are on record since July 7, 2025 (Schedule 13G/A, October 22, 2026).
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Key facts
- · Reporting person: First Trust Portfolios L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-22
- · Holder: First Trust Portfolios L.P. · Percent: 51.11% · SCHEDULE 13G/A
- · Holder: First Trust Portfolios L.P. · Percent: 62.95% · SCHEDULE 13G/A
- · Holder: First Trust Portfolios L.P. · Percent: 67.1% · SCHEDULE 13G/A
- · Holder: First Trust Portfolios L.P. · Percent: 50.45% · SCHEDULE 13G/A
First Trust Exchange-Traded AlphaDEX(R) Fund II has 33 Schedule 13D or 13G filings on record since 2025-07-07. 1 holder's latest filing reports 5% or more of first trust asia pacific ex-japan alphadex(r) fund. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| First Trust Portfolios L.P. | 47.27% | 1,110,823 | SCHEDULE 13G/A, 2026-10-22 | 2026-09-30 |
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More on First Trust Exchange-Traded AlphaDEX(R) Fund II and the records around it.
Companies that share a holder
- First Trust Portfolios L.P. also filed stake reports on 105 other companies: First Trust Exchange-Traded Fund (Nov 2026), First Trust Exchange-Traded Fund IV (Nov 2026), First Trust Exchange-Traded Fund VIII (Nov 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| First Trust Portfolios L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-10-22 |
| First Trust Advisors L.P. | 0 | 1,110,823 | 0 | 1,110,823 | SCHEDULE 13G/A, 2026-10-22 |
| The Charger Corporation | 0 | 1,110,823 | 0 | 1,110,823 | SCHEDULE 13G/A, 2026-10-22 |
The latest filing identifies First Trust Exchange-Traded AlphaDEX(R) Fund II by CUSIP 33737J109 and gives its principal executive office as 120 East Liberty Drive, Suite 400, Wheaton, IL 60187 (SCHEDULE 13G/A, 2026-10-22).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-07 | First Trust Portfolios L.P. | 68.09% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 44.17% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 43.51% | SCHEDULE 13G |
| 2025-07-07 | First Trust Portfolios L.P. | 38.42% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 0% | SCHEDULE 13G/A |
| 2025-07-21 | First Trust Portfolios L.P. | 42.03% | SCHEDULE 13G/A |
| 2025-09-08 | First Trust Portfolios L.P. | 62.86% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 40.83% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 41.53% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 47.48% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 46.89% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 10.17% | SCHEDULE 13G |
| 2026-01-20 | First Trust Portfolios L.P. | 44.91% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 44.36% | SCHEDULE 13G/A |
| 2026-02-06 | First Trust Portfolios L.P. | 35.06% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 43.03% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 54.28% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 59.24% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 59.24% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 54.28% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 57.42% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 52.26% | SCHEDULE 13G/A |
| 2026-04-14 | First Trust Portfolios L.P. | 12.8% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 39.88% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 51.39% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 47.7% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 65.37% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 56% | SCHEDULE 13G |
| 2026-07-07 | First Trust Portfolios L.P. | 50.45% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 67.1% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 51.11% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 62.95% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 47.27% | SCHEDULE 13G/A |
Questions about who owns First Trust Exchange-Traded AlphaDEX(R) Fund II
Who owns First Trust Exchange-Traded AlphaDEX(R) Fund II?
On this page, one holder's latest ownership filing reports 5% or more of First Trust Exchange-Traded AlphaDEX(R) Fund II: First Trust Portfolios L.P. (47.27%, Schedule 13G/A, filed 2026-10-22).
When did First Trust Portfolios L.P. buy into First Trust Exchange-Traded AlphaDEX(R) Fund II?
The filings give report dates, not purchase dates. The earliest filing from First Trust Portfolios L.P. on this page is the Schedule 13G/A, filed 2025-07-07, reporting 68.09%; its latest, Schedule 13G/A filed 2026-10-22, reports 47.27%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 33 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.