13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FEMS

FIRST TR EXCH TRD ALPHDX FD

73 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 33737J307·73 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.3%
vs prior quarter
13F value held
$124M
59.0% inst. owned
of float
Holders
73
-6 QoQ
filers reporting
Activity
+32 / −34
+870 added · −754 reduced
this quarter
Concentration
18.34%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported FEMS in Q1 2026. MORGAN STANLEY leads at 18.3% of the visible book. -6 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
$23M500K0.00%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M392K0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$11M243K0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M220K0.00%Q1 202605
Beta Wealth Group, Inc.
CIK 0001594417
$9M195K3.67%Q1 202606
626 Financial, LLC
CIK 0001911035
$6M140K2.85%Q1 202607
Arax Advisory Partners
CIK 0001586767
$6M135K0.17%Q1 202608
Private Advisor Group, LLC
CIK 0001567755
$6M121K0.03%Q1 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M95K0.00%Q1 202610
NewEdge Advisors, LLC
CIK 0001633516
$4M82K0.01%Q1 202611
VestGen Advisors, LLC
CIK 0002050130
$3M73K0.09%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$3M74K0.00%Q1 202613
Independent Advisor Alliance
CIK 0001696899
$3M72K0.04%Q1 202614
Archer Investment Corp
CIK 0001803804
$3M69K0.67%Q1 202615
Crusonia Wealth Advisors LLC
CIK 0002112003
$2M54K0.51%Q1 202616
Cornerstone Planning Group LLC
CIK 0001822587
$2M52K0.38%Q4 202517
ROYAL BANK OF CANADA
CIK 0001000275
$2M52K0.00%Q1 202618
HBW ADVISORY SERVICES LLC
CIK 0001790525
$2M51K0.25%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$2M50K0.00%Q1 202620
UBS Group AG
CIK 0001610520
$2M50K0.00%Q1 2026
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