13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FEX

FIRST TR EXCHANGE-TRADED ALP

251 institutions still hold FIRST TR EXCHANGE-TRADED ALP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734K109·Exchange Traded Fund·251 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$735M
visible holders
Holders
251
filers reporting
Concentration
20.27%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

251 institutions reported FEX in Q2 2026. MORGAN STANLEY leads at 20.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$149M1.1M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$109M778K0.02%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$67M479K0.01%Q2 202604
Janney Montgomery Scott LLC
CIK 0001329948
$62M511K0.15%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$38M268K0.01%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$31M225K0.00%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$30M218K0.04%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$26M186K0.00%Q2 202609
UBS Group AG
CIK 0001610520
$26M184K0.00%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M175K0.03%Q2 202611
HBK Sorce Advisory LLC
CIK 0001379995
$24M174K0.46%Q2 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$22M157K0.03%Q2 202613
Crusonia Wealth Advisors LLC
CIK 0002112003
$18M132K3.03%Q2 202614
&PARTNERS
CIK 0000107136
$18M138K0.08%Q2 202615
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$18M132K1.12%Q2 202616
Private Advisor Group, LLC
CIK 0001567755
$18M131K0.08%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$17M121K0.02%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M87K0.00%Q2 202619
Elevation Capital Advisory, LLC
CIK 0001871112
$12M85K4.57%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$11M92K0.03%Q1 2026
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