Institutional Ownership
First Tr Exch Trd Alphdx Fd
CUSIP 33737J158JAPAN ALPHADEXFJPQ1 2026
Institutional Holders
87
13F filers
Shares Held
2.63M
Aggregate institutional
Institutional Value
$184.31M
Q1 2026
Net New Holders
+14
21 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions21
Increased31
Decreased28
Sold out7
Institutional Holders
87 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 735.7K | $53.41M | +297 | Added |
| 2 | Lpl Financial LLC | 260.3K | $18.89M | +20.1K | Added |
| 3 | Morgan Stanley | 243.6K | $17.68M | −28.3K | Reduced |
| 4 | Envestnet Asset Management Inc | 218.8K | $15.88M | +3.1K | Added |
| 5 | Cetera Investment Advisers | 124.3K | $9.03M | +4.9K | Added |
| 6 | Rathbones Group PLC | 96.2K | $6.99M | −9.1K | Reduced |
| 7 | Raymond James Financial Inc | 88.0K | $6.39M | +46.2K | Added |
| 8 | Assetmark, Inc | 86.1K | $6.25M | −748 | Reduced |
| 9 | Holistic Financial Partners | 69.2K | $5.03M | +1.8K | Added |
| 10 | Wealth Enhancement Advisory Services, LLC | 54.0K | $3.96M | −38.1K | Reduced |
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