191 institutions reported holding $762.3M of FIRST TR EXCH TRD ALPHDX FD (FDT) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($109.9M), WELLS FARGO & COMPANY/MN ($78.3M), LPL Financial LLC ($75.1M), UBS Group AG ($55.8M), ENVESTNET ASSET MANAGEMENT INC ($30.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $109.9M | 1.3M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $78.3M | 900,514 | Added |
| 3 | LPL Financial LLC | $75.1M | 864,273 | Added |
| 4 | UBS Group AG | $55.8M | 641,778 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $30.3M | 348,387 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $25.8M | 296,329 | New |
| 7 | Cetera Investment Advisers | $24.6M | 283,400 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $23.0M | 264,936 | Added |
| 9 | FIRST TRUST ADVISORS LP | $22.5M | 258,270 | Added |
| 10 | Janney Montgomery Scott LLC | $22.3M | 256,428 | Added |
| 11 | Royal Bank of Canada | $20.7M | 238,100 | Added |
| 12 | SAGE PRIVATE WEALTH GROUP, LLC | $18.8M | 215,975 | Added |
| 13 | SMI Advisory Services, LLC | $18.0M | 203,985 | Added |
| 14 | JANE STREET GROUP, LLC | $17.0M | 195,482 | New |
| 15 | STIFEL FINANCIAL CORP | $11.7M | 134,942 | Added |
| 16 | OSAIC HOLDINGS, INC. | $11.4M | 131,006 | Trimmed |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $10.9M | 125,226 | Added |
| 18 | ASSETMARK, INC | $10.3M | 118,141 | Trimmed |
| 19 | BENJAMIN EDWARDS INC | $9.8M | 112,349 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $8.3M | 95,679 | Trimmed |
| 21 | Kingsview Wealth Management, LLC | $7.1M | 81,376 | Trimmed |
| 22 | Mainsail Financial Group, LLC | $7.1M | 81,144 | Added |
| 23 | TRUIST FINANCIAL CORP | $6.2M | 71,759 | Added |
| 24 | Crusonia Wealth Advisors LLC | $5.2M | 59,874 | Trimmed |
| 25 | TPG Financial Advisors, LLC | $4.8M | 55,595 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31