DOSSIER · 13F Holders · Q2 2026
NFTY

FIRST TR EXCH TRD ALPHDX FD

56 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 33737J802·56 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$62M
visible holders
Holders
56
filers reporting
Concentration
25.50%
Crumly & Associates Inc. #1
top holder share
AI Holders Summary · Q2 2026

56 institutions reported NFTY in Q2 2026. Crumly & Associates Inc. leads at 25.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Crumly & Associates Inc.
CIK 0001759578
$16M293K3.02%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$6M111K0.00%Q2 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$6M106K0.00%Q2 2026
04
Archer Investment Corp
CIK 0001803804
$5M90K0.47%Q2 2026
05
Geneos Wealth Management Inc.
CIK 0001764754
$5M86K0.09%Q2 2026
06
Cetera Investment Advisers
CIK 0001666741
$3M60K0.00%Q2 2026
07
OLD MISSION CAPITAL LLC
CIK 0001455915
$3M59K0.05%Q2 2026
08
IHT Wealth Management, LLC
CIK 0001697490
$3M54K0.06%Q2 2026
09
Merkkuri Wealth Advisors LLC
CIK 0002040317
$2M43K1.44%Q2 2026
10
Deeter Investments LLP
CIK 0001675711
$2M31K0.39%Q4 2025
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M31K0.00%Q2 2026
12
Purus Wealth Management, LLC
CIK 0001844250
$2M30K0.45%Q2 2026
13
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$1M24K0.34%Q2 2026
14
Ameritas Investment Partners, Inc.
CIK 0001055980
$1M22K0.03%Q2 2026
15
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M23K0.00%Q1 2026
16
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$1M20K0.04%Q2 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$953K18K0.00%Q2 2026
18
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$918K18K0.03%Q1 2026
19
COTTONWOOD CAPITAL ADVISORS, LLC
CIK 0001903321
$803K15K0.48%Q2 2026
20
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$785K15K0.00%Q2 2026
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