DOSSIER · 13F Holders · Q2 2026
FEMS

FIRST TR EXCH TRD ALPHDX FD

69 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 33737J307·69 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$132M
visible holders
Holders
69
filers reporting
Concentration
16.12%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

69 institutions reported FEMS in Q2 2026. MORGAN STANLEY leads at 16.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$21M466K0.00%Q2 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M443K0.00%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$12M273K0.00%Q2 2026
04
Beta Wealth Group, Inc.
CIK 0001594417
$10M210K3.60%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M202K0.00%Q2 2026
06
Arax Advisory Partners
CIK 0001586767
$7M146K0.04%Q2 2026
07
626 Financial, LLC
CIK 0001911035
$7M146K2.60%Q2 2026
08
Archer Investment Corp
CIK 0001803804
$7M143K0.63%Q2 2026
09
Private Advisor Group, LLC
CIK 0001567755
$5M120K0.03%Q2 2026
10
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M99K0.00%Q2 2026
11
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$4M91K0.13%Q1 2026
12
VestGen Advisors, LLC
CIK 0002050130
$3M76K0.10%Q2 2026
13
Cetera Investment Advisers
CIK 0001666741
$3M75K0.00%Q2 2026
14
Baird Financial Group, Inc.
CIK 0001648711
$3M69K0.00%Q2 2026
15
Trivium Point Advisory, LLC
CIK 0001766564
$3M62K0.26%Q2 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$3M61K0.00%Q2 2026
17
HBW ADVISORY SERVICES LLC
CIK 0001790525
$3M56K0.23%Q2 2026
18
Crusonia Wealth Advisors LLC
CIK 0002112003
$2M54K0.41%Q2 2026
19
STIFEL FINANCIAL CORP
CIK 0000720672
$2M52K0.00%Q2 2026
20
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M50K0.04%Q2 2026
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