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FEX — First Tr Exchange-Traded Alp Institutional Holders · Q3 2026

Who owns First Tr Exchange-Traded Alp (FEX)? 11 institutions reported holding $5.51M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wedmont Private Capital ($1.6M), Kaydan Wealth Management, Inc. ($1.4M), Park National Corp ($1.1M).

RankInstitutionValueSharesChange
1Wedmont Private Capital$1.6M11,679Hold
2Kaydan Wealth Management, Inc.$1.4M10,388Trimmed
3PARK NATIONAL CORP /OH/$1.1M8,140Hold
4Venture Visionary Partners LLC$609,9754,600Added
5WINEBRENNER CAPITAL MANAGEMENT LLC$237,7581,793Trimmed
6Avidian Wealth Enterprises, LLC$225,4261,700Hold
7Peterson Wealth Advisors, LLC$213,1901,608Added
8Farther Finance Advisors, LLC$115,763873Added
9GAMMA Investing LLC$46,411350Hold
10CoreCap Advisors, LLC$23,869180Hold
11Apeiron RIA LLC$00Exited

Source: SEC Form 13F filings · as of 2026-09-30