Institutional Ownership
First Tr Exch Trd Alphdx Fd
CUSIP 33737J307EM SML CP ALPHFEMSQ1 2026
Institutional Holders
68
13F filers
Shares Held
3.25M
Aggregate institutional
Institutional Value
$145.53M
Q1 2026
Net New Holders
+0
6 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased32
Decreased23
Sold out6
Institutional Holders
68 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 499.8K | $22.77M | +8.4K | Added |
| 2 | Wells Fargo & Company/Mn | 391.9K | $17.85M | +50.5K | Added |
| 3 | Lpl Financial LLC | 242.8K | $11.06M | −1.5K | Reduced |
| 4 | Raymond James Financial Inc | 220.2K | $10.03M | +7.5K | Added |
| 5 | Beta Wealth Group, Inc. | 194.7K | $8.87M | −5.8K | Reduced |
| 6 | 626 Financial, LLC | 140.4K | $6.39M | −24.3K | Reduced |
| 7 | Arax Advisory Partners | 135.1K | $6.15M | +4.1K | Added |
| 8 | Private Advisor Group, LLC | 121.1K | $5.52M | −906 | Reduced |
| 9 | Jones Financial Companies Lllp | 95.3K | $4.23M | +1.4K | Added |
| 10 | Vestgen Advisors, LLC | 73.2K | $3.50M | +1.6K | Added |
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