Who Owns FIRST TR EXCH TRD ALPHDX FD (FCA)? -- Institutional Holders (2026-03-31)
27 institutions reported holding $90.3M of FIRST TR EXCH TRD ALPHDX FD (FCA) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIRST TRUST ADVISORS LP ($63.9M), &PARTNERS ($7.7M), Advisory Services Network, LLC ($3.5M), JANE STREET GROUP, LLC ($3.1M), LPL Financial LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $63.9M | 2.0M | Added |
| 2 | &PARTNERS | $7.7M | 246,980 | Added |
| 3 | Advisory Services Network, LLC | $3.5M | 110,818 | New |
| 4 | JANE STREET GROUP, LLC | $3.1M | 98,787 | New |
| 5 | LPL Financial LLC | $1.9M | 61,021 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 57,550 | New |
| 7 | BANK OF MONTREAL /CAN/ | $1.6M | 50,309 | New |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.2M | 39,642 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $1.1M | 36,653 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.1M | 36,497 | Added |
| 11 | Avestar Capital, LLC | $690,702 | 22,039 | Added |
| 12 | Transamerica Financial Advisors, LLC | $680,083 | 21,700 | Added |
| 13 | CIBC WORLD MARKET INC. | $593,674 | 18,943 | New |
| 14 | Genesee Capital Advisors, LLC | $566,094 | 18,063 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $251,972 | 8,040 | Hold |
| 16 | CITADEL ADVISORS LLC | $216,058 | 6,894 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $213,394 | 6,809 | Added |
| 18 | UBS Group AG | $36,887 | 1,177 | Added |
| 19 | Annis Gardner Whiting Capital Advisors, LLC | $18,616 | 594 | New |
| 20 | ROTHSCHILD INVESTMENT LLC | $7,992 | 255 | Hold |
| 21 | TWIN PEAKS WEALTH ADVISORS, LLC | $7,020 | 224 | New |
| 22 | Western Wealth Management, LLC | $5,352 | 171 | New |
| 23 | Royal Bank of Canada | $3,000 | 100 | Hold |
| 24 | ASSETMARK, INC | $2,758 | 88 | Hold |
| 25 | MORGAN STANLEY | $47 | 1 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31