DOSSIER · 13F Holders · Q1 2026
FDT

FIRST TR EXCH TRD ALPHDX FD

194 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 33737J174·194 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$594M
visible holders
Holders
194
filers reporting
Concentration
18.48%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

194 institutions reported FDT in Q1 2026. MORGAN STANLEY leads at 18.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$110M1.3M0.01%Q1 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$78M901K0.01%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$75M864K0.02%Q1 2026
04
UBS Group AG
CIK 0001610520
$56M642K0.01%Q1 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$30M348K0.01%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$25M283K0.03%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M265K0.01%Q1 2026
08
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$22M258K0.02%Q1 2026
09
Janney Montgomery Scott LLC
CIK 0001329948
$22M256K0.06%Q1 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$21M238K0.00%Q1 2026
11
SMI Advisory Services, LLC
CIK 0001609008
$20M209K3.20%Q2 2026
12
SAGE PRIVATE WEALTH GROUP, LLC
CIK 0001845635
$19M216K9.45%Q1 2026
13
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$17M195K0.00%Q1 2026
14
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$14M150K0.27%Q2 2026
15
ASSETMARK, INC
CIK 0001344551
$12M153K0.02%Q4 2025
16
STIFEL FINANCIAL CORP
CIK 0000720672
$12M135K0.01%Q1 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M131K0.02%Q1 2026
18
BENJAMIN EDWARDS INC
CIK 0001451623
$10M112K0.10%Q1 2026
19
Mainsail Financial Group, LLC
CIK 0001961290
$9M94K3.02%Q2 2026
20
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M96K0.02%Q1 2026
Page 1 of 10
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Insiders at FIRST TR EXCH TRD ALPHDX FD
Cox RobertMcrae Mark ESmith Gregory EBrodnax JenniferWard Dennis TSuskiewich JamesWebb Charles R.Spatola Thomas