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

FIRST TR EXCH TRD ALPHDX FD

62 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 33737J802·62 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$70M
visible holders
Holders
62
filers reporting
Concentration
22.68%
Crumly & Associates Inc. #1
top holder share
AI Holders Summary · Q2 2026

62 institutions reported NFTY in Q2 2026. Crumly & Associates Inc. leads at 22.7% 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 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
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M34K0.00%Q1 202611
Purus Wealth Management, LLC
CIK 0001844250
$2M30K0.45%Q2 202612
Equitable Holdings, Inc.
CIK 0001333986
$2M27K0.01%Q1 202613
StoneX Group Inc.
CIK 0000913760
$1M27K0.07%Q1 202614
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$1M24K0.34%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M23K0.00%Q1 202616
CITADEL ADVISORS LLC
CIK 0001423053
$1M19K0.00%Q4 202517
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$1M20K0.04%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M21K0.00%Q1 202619
Ameritas Investment Partners, Inc.
CIK 0001055980
$994K19K0.03%Q1 202620
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$918K18K0.03%Q1 2026
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