13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
FDT

FIRST TR EXCH TRD ALPHDX FD

192 institutions still hold FIRST TR EXCH TRD ALPHDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33737J174·192 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.5%
vs prior quarter
13F value held
$570M
53.0% inst. owned
of float
Holders
192
-30 QoQ
filers reporting
Activity
+90 / −67
+1,008 added · −940 reduced
this quarter
Concentration
19.27%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

192 institutions reported FDT in Q1 2026. MORGAN STANLEY leads at 19.3% of the visible book. -30 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$110M1.3M0.01%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$78M901K0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$75M864K0.02%Q1 202604
UBS Group AG
CIK 0001610520
$56M642K0.01%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$30M348K0.01%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$25M283K0.03%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M265K0.01%Q1 202608
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$22M258K0.02%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$21M238K0.00%Q1 202610
SAGE PRIVATE WEALTH GROUP, LLC
CIK 0001845635
$19M216K9.45%Q1 202611
SMI Advisory Services, LLC
CIK 0001609008
$18M204K2.96%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$17M195K0.00%Q1 202613
ASSETMARK, INC
CIK 0001344551
$12M153K0.02%Q4 202514
STIFEL FINANCIAL CORP
CIK 0000720672
$12M135K0.01%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M131K0.02%Q1 202616
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$11M125K0.24%Q1 202617
BENJAMIN EDWARDS INC
CIK 0001451623
$10M112K0.10%Q1 202618
Kingsview Wealth Management, LLC
CIK 0001791965
$7M81K0.10%Q1 202619
Mainsail Financial Group, LLC
CIK 0001961290
$7M81K2.94%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$6M72K0.01%Q1 2026
Page 1 of 10
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