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

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 33737J125·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$21M
visible holders
Holders
27
filers reporting
Concentration
28.69%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported FLN in Q2 2026. LPL Financial LLC leads at 28.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$6M243K0.00%Q2 202602
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M80K0.00%Q1 202603
Farther Finance Advisors, LLC
CIK 0001992825
$2M72K0.01%Q2 202604
D.A. DAVIDSON & CO.
CIK 0001080107
$2M71K0.01%Q2 202605
Savvy Advisors, Inc.
CIK 0002003633
$2M68K0.04%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M61K0.00%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$820K33K0.00%Q2 202608
Equitable Holdings, Inc.
CIK 0001333986
$763K31K0.00%Q2 202609
Steward Partners Investment Advisory, LLC
CIK 0001723397
$739K30K0.00%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$712K29K0.00%Q2 202611
COTTONWOOD CAPITAL ADVISORS, LLC
CIK 0001903321
$677K27K0.41%Q2 202612
CIBC WORLD MARKET INC.
CIK 0001421224
$516K21K0.00%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$492K19K0.00%Q1 202614
OLD MISSION CAPITAL LLC
CIK 0001455915
$362K15K0.01%Q2 202615
Revisor Wealth Management LLC
CIK 0001887409
$343K14K0.08%Q2 202616
GK Wealth Management LLC
CIK 0002069222
$268K11K0.14%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$251K10K0.00%Q2 202618
Global Retirement Partners, LLC
CIK 0001749744
$146K6K0.00%Q2 202619
TUCKER ASSET MANAGEMENT LLC
CIK 0001870012
$43K2K0.01%Q2 202620
REAP Financial Group, LLC
CIK 0002048581
$36K1K0.01%Q2 2026
Page 1 of 2
7 more holders available. Log in →