10 institutions reported holding $6.7M of FIRST TR EXCH TRD ALPHDX FD (FDTS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Crusonia Wealth Advisors LLC ($2.6M), CITADEL ADVISORS LLC ($1.5M), JANE STREET GROUP, LLC ($1.4M), MORGAN STANLEY ($439,343), LPL Financial LLC ($409,727). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crusonia Wealth Advisors LLC | $2.6M | 39,440 | Trimmed |
| 2 | CITADEL ADVISORS LLC | $1.5M | 23,440 | Added |
| 3 | JANE STREET GROUP, LLC | $1.4M | 21,173 | Trimmed |
| 4 | MORGAN STANLEY | $439,343 | 6,795 | Added |
| 5 | LPL Financial LLC | $409,727 | 6,337 | Hold |
| 6 | Belpointe Asset Management LLC | $209,486 | 3,240 | New |
| 7 | OSAIC HOLDINGS, INC. | $184,555 | 2,857 | Added |
| 8 | HARBOUR INVESTMENTS, INC. | $32,393 | 501 | Hold |
| 9 | UBS Group AG | $9,116 | 141 | New |
| 10 | WELLS FARGO & COMPANY/MN | $63 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31