14 institutions reported holding $8.0M of FIRST TR EXCH TRD ALPHDX FD (FDTS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Crusonia Wealth Advisors LLC ($2.6M), CITADEL ADVISORS LLC ($2.0M), CIBC WORLD MARKET INC. ($646,929), CITY HOLDING CO ($583,395), JANE STREET GROUP, LLC ($544,668). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crusonia Wealth Advisors LLC | $2.6M | 39,439 | Trimmed |
| 2 | CITADEL ADVISORS LLC | $2.0M | 30,215 | Added |
| 3 | CIBC WORLD MARKET INC. | $646,929 | 9,869 | New |
| 4 | CITY HOLDING CO | $583,395 | 8,900 | New |
| 5 | JANE STREET GROUP, LLC | $544,668 | 8,309 | Trimmed |
| 6 | Aurora Private Wealth, Inc. | $416,000 | 6,339 | New |
| 7 | LPL Financial LLC | $415,400 | 6,337 | Hold |
| 8 | MORGAN STANLEY | $249,605 | 3,807 | Trimmed |
| 9 | Belpointe Asset Management LLC | $217,435 | 3,317 | Added |
| 10 | OSAIC HOLDINGS, INC. | $184,063 | 2,810 | Trimmed |
| 11 | Noble Wealth Management PBC | $131,103 | 2,000 | New |
| 12 | HARBOUR INVESTMENTS, INC. | $25,368 | 387 | Trimmed |
| 13 | UBS Group AG | $7,407 | 113 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $74 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30