Who Owns FIRST TR EXCH TRD ALPHDX FD (FDT)? -- Institutional Holders (2026-06-30)

217 institutions reported holding $926.2M of FIRST TR EXCH TRD ALPHDX FD (FDT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($178.3M), LPL Financial LLC ($93.7M), WELLS FARGO & COMPANY/MN ($66.6M), UBS Group AG ($46.2M), ENVESTNET ASSET MANAGEMENT INC ($37.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$178.3M1.9MAdded
2LPL Financial LLC$93.7M989,346Added
3WELLS FARGO & COMPANY/MN$66.6M703,298Trimmed
4UBS Group AG$46.2M487,833Trimmed
5ENVESTNET ASSET MANAGEMENT INC$37.3M393,613Added
6Cetera Investment Advisers$33.9M358,256Added
7&PARTNERS$26.7M290,817Added
8Janney Montgomery Scott LLC$25.5M269,443Added
9RAYMOND JAMES FINANCIAL INC$22.9M241,768Trimmed
10SAGE PRIVATE WEALTH GROUP, LLC$22.6M239,001Added
11FIRST TRUST ADVISORS LP$22.3M235,545Trimmed
12Royal Bank of Canada$21.8M229,938Trimmed
13SMI Advisory Services, LLC$19.7M208,908Added
14Cambridge Investment Research Advisors, Inc.$16.5M174,011Added
15OSAIC HOLDINGS, INC.$16.1M170,519Added
16INDEPENDENT FINANCIAL GROUP, LLC$14.2M150,233Added
17STIFEL FINANCIAL CORP$14.0M147,520Added
18TRUIST FINANCIAL CORP$12.0M126,821Added
19ASSETMARK, INC$11.9M125,816Added
20Kingsview Wealth Management, LLC$10.0M105,456Added
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.0M105,338Added
22BENJAMIN EDWARDS INC$9.5M100,556Trimmed
23Mainsail Financial Group, LLC$8.9M94,010Added
24MML INVESTORS SERVICES, LLC$7.2M75,893Added
25COMMONWEALTH EQUITY SERVICES, LLC$6.6M69,767Added

Source: SEC Form 13F filings · as of 2026-06-30