13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
NFTY

FIRST TR EXCH TRD ALPHDX FD

66 institutions still hold FIRST TR EXCH TRD ALPHDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33737J802·66 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.1%
vs prior quarter
13F value held
$68M
60.0% inst. owned
of float
Holders
66
-103 QoQ
filers reporting
Activity
+55 / −104
+893 added · −883 reduced
this quarter
Concentration
21.27%
Crumly & Associates Inc. #1
top holder share
AI Holders Summary · Q1 2026

66 institutions reported NFTY in Q1 2026. Crumly & Associates Inc. leads at 21.3% of the visible book. -103 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Crumly & Associates Inc.
CIK 0001759578
$15M282K3.05%Q1 202602
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$8M155K0.00%Q1 202603
OLD MISSION CAPITAL LLC
CIK 0001455915
$7M136K0.11%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$7M134K0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$6M116K0.00%Q1 202606
Geneos Wealth Management Inc.
CIK 0001764754
$5M90K0.11%Q1 202607
IHT Wealth Management, LLC
CIK 0001697490
$3M55K0.07%Q1 202608
Archer Investment Corp
CIK 0001803804
$3M51K0.56%Q1 202609
Merkkuri Wealth Advisors LLC
CIK 0002040317
$2M35K1.21%Q1 202610
Purus Wealth Management, LLC
CIK 0001844250
$2M35K0.58%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M34K0.00%Q1 202612
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$2M33K0.52%Q1 202613
Equitable Holdings, Inc.
CIK 0001333986
$2M27K0.01%Q1 202614
StoneX Group Inc.
CIK 0000913760
$1M27K0.07%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$1M19K0.00%Q4 202516
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M21K0.00%Q1 202617
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$1M20K0.05%Q1 202618
Ameritas Investment Partners, Inc.
CIK 0001055980
$994,08419K0.03%Q1 202619
COTTONWOOD CAPITAL ADVISORS, LLC
CIK 0001903321
$774,77415K0.55%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$751,43515K0.00%Q1 2026
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