13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FEX

FIRST TR EXCHANGE-TRADED ALP

243 institutions still hold FIRST TR EXCHANGE-TRADED ALP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734K109·Exchange Traded Fund·243 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$659M
visible holders
Holders
243
filers reporting
Concentration
19.60%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

243 institutions reported FEX in Q1 2026. MORGAN STANLEY leads at 19.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$129M1.1M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$119M972K0.03%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$65M537K0.01%Q1 202604
Janney Montgomery Scott LLC
CIK 0001329948
$62M511K0.15%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$31M252K0.01%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$29M235K0.00%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$26M214K0.04%Q1 202608
HBK Sorce Advisory LLC
CIK 0001379995
$23M177K0.46%Q1 202609
UBS Group AG
CIK 0001610520
$22M184K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$19M155K0.00%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$18M151K0.02%Q1 202612
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$16M135K1.20%Q1 202613
Crusonia Wealth Advisors LLC
CIK 0002112003
$16M132K3.32%Q1 202614
BIP Wealth, LLC
CIK 0001590214
$15M127K0.63%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M123K0.02%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$14M118K0.02%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$11M93K0.05%Q1 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$11M92K0.03%Q1 202619
US BANCORP \DE\
CIK 0000036104
$8M62K0.01%Q1 202620
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$8M62K0.14%Q1 2026
Page 1 of 13
223 more holders available. Log in →