13F Insight
DOSSIER · 13F Holders · Q2 2026
FEM

FIRST TR EXCH TRD ALPHDX FD

160 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 33737J182·160 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$509M
visible holders
Holders
160
filers reporting
Concentration
18.89%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

160 institutions reported FEM in Q2 2026. MORGAN STANLEY leads at 18.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$96M3.0M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$72M2.3M0.02%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$47M1.5M0.01%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M1.3M0.00%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$28M876K0.01%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$27M900K0.00%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$26M806K0.00%Q2 202608
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$21M672K0.01%Q2 202609
UBS Group AG
CIK 0001610520
$21M647K0.00%Q2 202610
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$20M636K0.30%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M583K0.01%Q2 202612
TCP Asset Management, LLC
CIK 0001961898
$15M455K1.65%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$13M444K0.03%Q1 202614
Sanctuary Advisors, LLC
CIK 0001777271
$12M370K0.05%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$12M360K0.01%Q2 202616
ASSETMARK, INC
CIK 0001344551
$11M356K0.02%Q2 202617
STATE OF WISCONSIN INVESTMENT BOARD
CIK 0000854157
$10M314K0.02%Q2 202618
Bank of New York Mellon Corp
CIK 0001390777
$7M223K0.00%Q2 202619
BENJAMIN EDWARDS INC
CIK 0001451623
$5M148K0.04%Q2 202620
GREENUP STREET WEALTH MANAGEMENT LLC
CIK 0001909904
$4M137K0.53%Q2 2026
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