Institutional Ownership
First Tr Exchange-Traded Alp
CUSIP 33737M300SML CP GRW ALPFYCQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
10.4%
Max % of class reported
Institutional Holders
152
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Jan 31, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 31, 2025 | First Trust Portfolios L.P. | 13G/A | 4.1% | 250.7K | SEC |
| 2 | Jul 12, 2024 | First Trust Portfolios LP | 13G/A | 6.6% | 270.8K | SEC |
| 3 | Jan 22, 2024 | J Arnold Wealth Management Co | 13G | 5.6% | 208.9K | SEC |
| 4 | Sep 8, 2023 | First Trust Portfolios LP | 13G | 10.4% | 440.8K | SEC |
| 5 | Feb 3, 2023 | First Trust Portfolios LP | 13G/A | — | — | SEC |
| 6 | Jan 24, 2022 | First Trust Portfolios LP | 13G/A | 7.7% | 379.6K | SEC |
| 7 | Jan 21, 2021 | First Trust Portfolios LP | 13G/A | 7.2% | 272.4K | SEC |
| 8 | Jan 29, 2020 | First Trust Portfolios LP | 13G | 7.6% | 380.2K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 1.36M | $131.92M |
| 2 | Raymond James Financial Inc | 545.0K | $52.85M |
| 3 | Wells Fargo & Company/Mn | 443.6K | $43.02M |
| 4 | Morgan Stanley | 394.5K | $38.26M |
| 5 | Cetera Investment Advisers | 289.7K | $28.09M |
| 6 | Bank Of America Corp /De/ | 244.3K | $23.69M |
| 7 | Stifel Financial Corp | 196.6K | $19.07M |
| 8 | Envestnet Asset Management Inc | 185.4K | $17.98M |
| 9 | Ubs Group AG | 174.6K | $16.93M |
| 10 | Royal Bank Of Canada | 171.1K | $16.60M |