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

FIRST TR EXCH TRD ALPHDX FD

112 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 33737J158·112 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$182M
visible holders
Holders
112
filers reporting
Concentration
30.42%
OSAIC HOLDINGS, INC. #1
top holder share
AI Holders Summary · Q2 2026

112 institutions reported FJP in Q2 2026. OSAIC HOLDINGS, INC. leads at 30.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OSAIC HOLDINGS, INC.
CIK 0001677044
$55M725K0.07%Q2 202602
LPL Financial LLC
CIK 0001403438
$22M285K0.00%Q2 202603
MORGAN STANLEY
CIK 0000895421
$18M241K0.00%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M225K0.00%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$10M129K0.01%Q2 202606
Rathbones Group PLC
CIK 0001351991
$7M97K0.03%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M95K0.00%Q2 202608
ASSETMARK, INC
CIK 0001344551
$7M93K0.01%Q2 202609
Farther Finance Advisors, LLC
CIK 0001992825
$6M85K0.05%Q2 202610
Guild Investment Management, Inc.
CIK 0001317802
$4M57K2.97%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M59K0.01%Q1 202612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M53K0.01%Q2 202613
Holistic Financial Partners
CIK 0001729304
$3M42K1.95%Q2 202614
BENJAMIN EDWARDS INC
CIK 0001451623
$3M39K0.03%Q2 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$3M38K0.00%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$2M29K0.00%Q2 202617
Prospera Financial Services Inc
CIK 0001541625
$2M24K0.03%Q2 202618
IFP Advisors, Inc
CIK 0001641866
$2M24K0.03%Q2 202619
Gateway Wealth Partners, LLC
CIK 0001966037
$2M23K0.11%Q2 202620
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M32K0.01%Q1 2025
Page 1 of 6
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