Who Owns FIRST TR EXCH TRD ALPHDX FD (FEMS)? -- Institutional Holders (2026-06-30)
74 institutions reported holding $151.7M of FIRST TR EXCH TRD ALPHDX FD (FEMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($21.3M), WELLS FARGO & COMPANY/MN ($20.2M), LPL Financial LLC ($12.4M), Beta Wealth Group, Inc. ($9.6M), RAYMOND JAMES FINANCIAL INC ($9.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $21.3M | 466,103 | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $20.2M | 443,087 | Added |
| 3 | LPL Financial LLC | $12.4M | 272,507 | Added |
| 4 | Beta Wealth Group, Inc. | $9.6M | 210,210 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $9.2M | 201,773 | Trimmed |
| 6 | Arax Advisory Partners | $6.7M | 146,406 | Added |
| 7 | 626 Financial, LLC | $6.7M | 146,375 | Added |
| 8 | Private Advisor Group, LLC | $5.5M | 119,795 | Trimmed |
| 9 | JONES FINANCIAL COMPANIES LLLP | $4.5M | 98,949 | Added |
| 10 | VestGen Advisors, LLC | $3.5M | 76,378 | Added |
| 11 | Cetera Investment Advisers | $3.4M | 74,935 | Added |
| 12 | Archer Investment Corp | $3.3M | 71,600 | Added |
| 13 | Baird Financial Group, Inc. | $3.1M | 68,862 | Added |
| 14 | FLOW TRADERS U.S. LLC | $3.0M | 64,808 | Trimmed |
| 15 | Trivium Point Advisory, LLC | $2.8M | 61,685 | Added |
| 16 | Royal Bank of Canada | $2.8M | 60,500 | Added |
| 17 | HBW ADVISORY SERVICES LLC | $2.6M | 56,030 | Added |
| 18 | Crusonia Wealth Advisors LLC | $2.5M | 54,287 | Added |
| 19 | STIFEL FINANCIAL CORP | $2.4M | 51,866 | Added |
| 20 | OLD MISSION CAPITAL LLC | $2.3M | 49,671 | Added |
| 21 | UBS Group AG | $2.1M | 44,940 | Trimmed |
| 22 | Cornerstone Planning Group LLC | $2.0M | 44,430 | Trimmed |
| 23 | Quad-Cities Investment Group, LLC | $2.0M | 44,095 | Trimmed |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 40,646 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $1.6M | 35,890 | Added |
Source: SEC Form 13F filings · as of 2026-06-30