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

FIRST TR EXCH TRD ALPHDX FD

27 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 33737J190·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$90M
visible holders
Holders
27
filers reporting
Concentration
73.34%
FIRST TRUST ADVISORS LP #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported FGM in Q2 2026. FIRST TRUST ADVISORS LP leads at 73.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$66M1.0M0.04%Q2 202602
&PARTNERS
CIK 0000107136
$8M123K0.03%Q2 202603
Advisory Services Network, LLC
CIK 0001573876
$4M67K0.05%Q2 202604
MEITAV INVESTMENT HOUSE LTD
CIK 0001398346
$3M52K0.02%Q2 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M30K0.00%Q1 202606
COTTONWOOD CAPITAL ADVISORS, LLC
CIK 0001903321
$1M20K0.78%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M16K0.00%Q2 202608
CITADEL ADVISORS LLC
CIK 0001423053
$727K11K0.00%Q2 202609
Transamerica Financial Advisors, LLC
CIK 0001502149
$678K11K0.06%Q2 202610
Genesee Capital Advisors, LLC
CIK 0001652348
$580K9K0.18%Q2 202611
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$441K7K0.01%Q1 202612
GTS SECURITIES LLC
CIK 0001452765· Market maker
$371K6K0.01%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$369K6K0.00%Q2 202614
MORGAN STANLEY
CIK 0000895421
$350K6K0.00%Q2 202615
Bright Futures Wealth Management, LLC.
CIK 0001803980
$248K4K0.16%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$247K4K0.00%Q2 202617
Unique Wealth Strategies, LLC
CIK 0002009809
$227K4K0.08%Q2 202618
Waverly Advisors, LLC
CIK 0001568787
$219K3K0.00%Q2 202619
Golden State Wealth Management, LLC
CIK 0001776033
$67K1K0.01%Q2 202620
UBS Group AG
CIK 0001610520
$67K1K0.00%Q2 2026
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