Institutional Ownership
First Tr Exch Trd Alphdx Fd
CUSIP 33737J406EX US SML CPFDTSQ1 2026
Institutional Holders
10
13F filers
Shares Held
103.9K
Aggregate institutional
Institutional Value
$6.72M
Q1 2026
Net New Holders
+2
2 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased3
Decreased2
Sold out0
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Crusonia Wealth Advisors LLC | 39.4K | $2.55M | −3.8K | Reduced |
| 2 | Citadel Advisors LLC | 23.4K | $1.52M | +6.9K | Added |
| 3 | Jane Street Group, LLC | 21.2K | $1.37M | −828 | Reduced |
| 4 | Morgan Stanley | 6.8K | $439.3K | +299 | Added |
| 5 | Lpl Financial LLC | 6.3K | $409.7K | 0 | Held |
| 6 | Belpointe Asset Management LLC | 3.2K | $209.5K | +3.2K | New |
| 7 | Osaic Holdings, Inc. | 2.9K | $184.6K | +119 | Added |
| 8 | Harbour Investments, Inc. | 501 | $32.4K | 0 | Held |
| 9 | Ubs Group AG | 141 | $9.1K | +141 | New |
| 10 | Wells Fargo & Company/Mn | 1 | $63 | 0 | Held |