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

163 institutions reported holding $592.1M of FIRST TR EXCH TRD ALPHDX FD (FEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($96.1M), LPL Financial LLC ($72.3M), WELLS FARGO & COMPANY/MN ($47.1M), BANK OF AMERICA CORP /DE/ ($42.3M), ENVESTNET ASSET MANAGEMENT INC ($28.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$96.1M3.0MAdded
2LPL Financial LLC$72.3M2.3MAdded
3WELLS FARGO & COMPANY/MN$47.1M1.5MAdded
4BANK OF AMERICA CORP /DE/$42.3M1.3MAdded
5ENVESTNET ASSET MANAGEMENT INC$28.0M875,590Added
6Royal Bank of Canada$25.8M805,899Trimmed
7FIRST TRUST ADVISORS LP$21.5M671,879Trimmed
8UBS Group AG$20.7M647,068Trimmed
9Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$20.4M636,366Added
10RAYMOND JAMES FINANCIAL INC$18.6M582,966Added
11TCP Asset Management, LLC$14.6M455,273Added
12Sanctuary Advisors, LLC$11.8M369,789Trimmed
13Cambridge Investment Research Advisors, Inc.$11.6M362,697Trimmed
14Cetera Investment Advisers$11.5M360,031Trimmed
15ASSETMARK, INC$11.4M356,467Added
16STATE OF WISCONSIN INVESTMENT BOARD$10.0M313,808Hold
17Bank of New York Mellon Corp$7.1M223,082Trimmed
18BENJAMIN EDWARDS INC$4.7M148,318Added
19GREENUP STREET WEALTH MANAGEMENT LLC$4.4M137,010Added
20HighTower Advisors, LLC$4.3M134,457Trimmed
21HARBOUR INVESTMENTS, INC.$4.3M134,363Added
22Atria Investments, Inc$4.0M124,183Added
23IFP Advisors, Inc$3.8M117,309Added
24Integrated Wealth Concepts LLC$3.7M115,286Added
25Kingsview Wealth Management, LLC$3.5M110,800Added

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