Who Owns FIRST TR EXCH TRD ALPHDX FD (FEP)? -- Institutional Holders (2026-06-30)
147 institutions reported holding $360.6M of FIRST TR EXCH TRD ALPHDX FD (FEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($65.4M), MORGAN STANLEY ($50.5M), LPL Financial LLC ($31.5M), ENVESTNET ASSET MANAGEMENT INC ($17.0M), UBS Group AG ($16.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $65.4M | 1.1M | Added |
| 2 | MORGAN STANLEY | $50.5M | 884,638 | Trimmed |
| 3 | LPL Financial LLC | $31.5M | 552,847 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $17.0M | 298,459 | Added |
| 5 | UBS Group AG | $16.0M | 280,860 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $13.7M | 240,269 | Trimmed |
| 7 | Cetera Investment Advisers | $12.2M | 214,361 | Added |
| 8 | BANK OF NOVA SCOTIA | $11.4M | 200,195 | New |
| 9 | &PARTNERS | $9.6M | 168,324 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.3M | 162,938 | Trimmed |
| 11 | Vontobel Holding Ltd. | $8.4M | 147,071 | Trimmed |
| 12 | ASSETMARK, INC | $7.6M | 133,149 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $6.9M | 120,818 | Added |
| 14 | Dunhill Financial, LLC | $6.7M | 117,399 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $6.5M | 113,773 | Added |
| 16 | BENJAMIN EDWARDS INC | $5.4M | 94,097 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $4.8M | 83,448 | Added |
| 18 | OSAIC HOLDINGS, INC. | $4.7M | 81,561 | Added |
| 19 | Advisory Services Network, LLC | $4.3M | 74,732 | Added |
| 20 | STIFEL FINANCIAL CORP | $3.4M | 60,199 | Added |
| 21 | Janney Montgomery Scott LLC | $3.3M | 57,256 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 48,550 | Trimmed |
| 23 | CITADEL ADVISORS LLC | $2.7M | 47,652 | Added |
| 24 | MML INVESTORS SERVICES, LLC | $2.6M | 46,272 | Added |
| 25 | Mainsail Financial Group, LLC | $2.6M | 45,609 | Added |
Source: SEC Form 13F filings · as of 2026-06-30