Who Owns FIRST TR EXCH TRD ALPHDX FD (FSZ)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $22.1M of FIRST TR EXCH TRD ALPHDX FD (FSZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vontobel Holding Ltd. ($9.1M), SSA SWISS ADVISORS AG ($2.6M), COTTONWOOD CAPITAL ADVISORS, LLC ($1.8M), JANE STREET GROUP, LLC ($1.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Vontobel Holding Ltd. | $9.1M | 110,440 | Trimmed |
| 2 | SSA SWISS ADVISORS AG | $2.6M | 31,325 | Trimmed |
| 3 | COTTONWOOD CAPITAL ADVISORS, LLC | $1.8M | 21,607 | Trimmed |
| 4 | JANE STREET GROUP, LLC | $1.6M | 19,780 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 12,947 | Added |
| 6 | Climber Capital SA | $732,296 | 8,945 | Added |
| 7 | PGIM Custom Harvest LLC | $641,956 | 7,826 | Added |
| 8 | MORGAN STANLEY | $603,198 | 7,353 | Trimmed |
| 9 | SYON CAPITAL LLC | $583,067 | 7,108 | Trimmed |
| 10 | Genesee Capital Advisors, LLC | $554,677 | 6,762 | Hold |
| 11 | STIFEL FINANCIAL CORP | $527,524 | 6,431 | Trimmed |
| 12 | LPL Financial LLC | $507,000 | 6,181 | Added |
| 13 | CITADEL ADVISORS LLC | $395,624 | 4,823 | Trimmed |
| 14 | Hyposwiss Advisors SA | $362,566 | 4,420 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $331,060 | 4,036 | Trimmed |
| 16 | BFI Infinity Ltd. | $270,403 | 3,300 | Hold |
| 17 | MTM Investment Management, LLC | $153,065 | 1,866 | Hold |
| 18 | Royal Bank of Canada | $102,000 | 1,240 | Added |
| 19 | UBS Group AG | $93,841 | 1,144 | Added |
| 20 | OSAIC HOLDINGS, INC. | $83,014 | 1,012 | Hold |
| 21 | Golden State Wealth Management, LLC | $73,622 | 897 | Hold |
| 22 | JPMORGAN CHASE & CO | $9,552 | 115 | Trimmed |
| 23 | Integrated Wealth Concepts LLC | $7,436 | 90 | New |
| 24 | ASSETMARK, INC | $6,562 | 80 | Hold |
| 25 | Transamerica Financial Advisors, LLC | $3,150 | 38 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30