DOSSIER · 13F Holders · Q2 2026
FDTS

FIRST TR EXCH TRD ALPHDX FD

14 institutions still hold FIRST TR EXCH TRD ALPHDX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33737J406·14 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8M
visible holders
Holders
14
filers reporting
Concentration
30.79%
Crusonia Wealth Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported FDTS in Q2 2026. Crusonia Wealth Advisors LLC leads at 30.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Crusonia Wealth Advisors LLC
CIK 0002112003
$3M39K0.42%Q2 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$2M30K0.00%Q2 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M21K0.00%Q1 2026
04
CIBC WORLD MARKET INC.
CIK 0001421224
$647K10K0.00%Q2 2026
05
CITY HOLDING CO
CIK 0000726854
$583K9K0.07%Q2 2026
06
LPL Financial LLC
CIK 0001403438
$415K6K0.00%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$250K4K0.00%Q2 2026
08
Belpointe Asset Management LLC
CIK 0001721242
$217K3K0.01%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$184K3K0.00%Q2 2026
10
Noble Wealth Management PBC
CIK 0002055065
$131K2K0.06%Q2 2026
11
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$25K3870.00%Q2 2026
12
UBS Group AG
CIK 0001610520
$7K1130.00%Q2 2026
13
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7410.00%Q2 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025