Who Owns FIRST TR EXCNGE TRD ALPHADEX M (FNK)? -- Institutional Holders (2026-06-30)

66 institutions reported holding $160.4M of FIRST TR EXCNGE TRD ALPHADEX M (FNK) in SEC 13F filings for 2026-06-30. Largest institutional holders: TOTAL INVESTMENT MANAGEMENT INC ($80.9M), WELLS FARGO & COMPANY/MN ($16.0M), MORGAN STANLEY ($15.3M), LPL Financial LLC ($8.8M), Cetera Investment Advisers ($8.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1TOTAL INVESTMENT MANAGEMENT INC$80.9M1.3MTrimmed
2WELLS FARGO & COMPANY/MN$16.0M260,747Added
3MORGAN STANLEY$15.3M249,492Added
4LPL Financial LLC$8.8M143,041Added
5Cetera Investment Advisers$8.0M130,373Added
6Kingsview Wealth Management, LLC$3.9M64,005Added
7RAYMOND JAMES FINANCIAL INC$3.3M53,954Trimmed
8UBS Group AG$3.1M50,793Trimmed
9SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.9M46,836Added
10OSAIC HOLDINGS, INC.$2.8M45,769Trimmed
11JONES FINANCIAL COMPANIES LLLP$2.6M41,807Added
12Equitable Holdings, Inc.$1.3M20,458Trimmed
13Cambridge Investment Research Advisors, Inc.$1.0M17,016Trimmed
14Royal Bank of Canada$1.0M16,630Trimmed
15COMMONWEALTH EQUITY SERVICES, LLC$938,43215,306Trimmed
16&PARTNERS$846,22413,802Added
17Keel Point, LLC$716,50211,686Trimmed
18ARS Wealth Advisors Group, LLC$704,48711,490Added
19Stratos Wealth Partners, LTD.$608,0559,917Trimmed
20Kestra Advisory Services, LLC$574,4029,369Trimmed
21Private Advisor Group, LLC$507,0098,269Added
22LEVEL FOUR ADVISORY SERVICES, LLC$344,2285,614Hold
23BENJAMIN EDWARDS INC$327,2735,334Added
24Janney Montgomery Scott LLC$300,0004,888Trimmed
25Ashton Thomas Private Wealth, LLC$292,0274,763Hold

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