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

31 institutions reported holding $89.7M of FIRST TR EXCH TRD ALPHDX FD (FGM) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($66.0M), &PARTNERS ($7.8M), Advisory Services Network, LLC ($4.2M), MEITAV INVESTMENT HOUSE LTD ($3.3M), FLOW TRADERS U.S. LLC ($1.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FIRST TRUST ADVISORS LP$66.0M1.0MAdded
2&PARTNERS$7.8M122,858Added
3Advisory Services Network, LLC$4.2M66,562Added
4MEITAV INVESTMENT HOUSE LTD$3.3M52,000Hold
5FLOW TRADERS U.S. LLC$1.8M28,756Added
6COTTONWOOD CAPITAL ADVISORS, LLC$1.3M20,441Added
7RAYMOND JAMES FINANCIAL INC$1.0M16,230Added
8CITADEL ADVISORS LLC$726,59711,448Trimmed
9Transamerica Financial Advisors, LLC$678,02210,682Trimmed
10Genesee Capital Advisors, LLC$579,8569,136Hold
11GTS SECURITIES LLC$370,5955,839Trimmed
12OSAIC HOLDINGS, INC.$368,8065,812Added
13MORGAN STANLEY$349,5495,507Hold
14Bright Futures Wealth Management, LLC.$248,2923,912New
15Cetera Investment Advisers$247,0933,893Trimmed
16Unique Wealth Strategies, LLC$227,4103,583Added
17Waverly Advisors, LLC$219,3503,456Hold
18Golden State Wealth Management, LLC$67,3171,060Hold
19UBS Group AG$67,2141,059Added
20IFP Advisors, Inc$38,589608Added
21Farther Finance Advisors, LLC$20,247319Hold
22CREATIVE FINANCIAL DESIGNS INC /ADV$12,870203Added
23FMR LLC$7,813123Trimmed
24ASSETMARK, INC$1,65026Hold
25WELLS FARGO & COMPANY/MN$88914New

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