Who Owns FIRST TR EXCH TRD ALPHDX FD (FEM)? -- Institutional Holders (2026-03-31)
143 institutions reported holding $546.1M of FIRST TR EXCH TRD ALPHDX FD (FEM) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($80.7M), LPL Financial LLC ($53.1M), WELLS FARGO & COMPANY/MN ($40.3M), BANK OF AMERICA CORP /DE/ ($39.0M), JANE STREET GROUP, LLC ($27.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $80.7M | 2.7M | Added |
| 2 | LPL Financial LLC | $53.1M | 1.8M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $40.3M | 1.3M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $39.0M | 1.3M | Added |
| 5 | JANE STREET GROUP, LLC | $27.0M | 900,000 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $25.4M | 849,362 | Added |
| 7 | Royal Bank of Canada | $25.0M | 833,131 | Trimmed |
| 8 | FIRST TRUST ADVISORS LP | $22.7M | 758,297 | Added |
| 9 | UBS Group AG | $20.3M | 677,564 | Added |
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $18.5M | 617,179 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $13.3M | 444,848 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $13.3M | 443,763 | Added |
| 13 | TCP Asset Management, LLC | $13.2M | 440,485 | New |
| 14 | Sanctuary Advisors, LLC | $11.4M | 379,901 | Trimmed |
| 15 | Cetera Investment Advisers | $11.0M | 365,701 | Added |
| 16 | ASSETMARK, INC | $9.6M | 321,004 | Added |
| 17 | STATE OF WISCONSIN INVESTMENT BOARD | $9.4M | 313,808 | Hold |
| 18 | Private Advisor Group, LLC | $8.4M | 280,508 | Added |
| 19 | Bank of New York Mellon Corp | $6.8M | 228,038 | Added |
| 20 | Gateway Wealth Partners, LLC | $4.7M | 155,246 | Added |
| 21 | HighTower Advisors, LLC | $4.5M | 150,949 | Added |
| 22 | BENJAMIN EDWARDS INC | $4.2M | 141,157 | Added |
| 23 | GREENUP STREET WEALTH MANAGEMENT LLC | $4.1M | 136,844 | New |
| 24 | Atria Investments, Inc | $3.5M | 118,473 | Added |
| 25 | Prospera Financial Services Inc | $3.3M | 109,087 | Added |
Source: SEC Form 13F filings · as of 2026-03-31