Who Owns FIRST TR EXCH TRD ALPHDX FD (FEMS)? -- Institutional Holders (2026-03-31)
74 institutions reported holding $151.5M of FIRST TR EXCH TRD ALPHDX FD (FEMS) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($22.8M), WELLS FARGO & COMPANY/MN ($17.9M), LPL Financial LLC ($11.1M), RAYMOND JAMES FINANCIAL INC ($10.0M), Beta Wealth Group, Inc. ($8.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $22.8M | 499,825 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $17.9M | 391,874 | Added |
| 3 | LPL Financial LLC | $11.1M | 242,763 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $10.0M | 220,211 | Added |
| 5 | Beta Wealth Group, Inc. | $8.9M | 194,720 | Trimmed |
| 6 | 626 Financial, LLC | $6.4M | 140,372 | Trimmed |
| 7 | Arax Advisory Partners | $6.2M | 135,116 | Added |
| 8 | Private Advisor Group, LLC | $5.5M | 121,082 | Trimmed |
| 9 | JONES FINANCIAL COMPANIES LLLP | $4.2M | 95,316 | Added |
| 10 | FLOW TRADERS U.S. LLC | $4.1M | 90,792 | Added |
| 11 | VestGen Advisors, LLC | $3.5M | 73,182 | Added |
| 12 | NewEdge Advisors, LLC | $3.4M | 7,182 | Trimmed |
| 13 | Cetera Investment Advisers | $3.4M | 74,175 | Added |
| 14 | Independent Advisor Alliance | $3.3M | 72,428 | New |
| 15 | Archer Investment Corp | $3.1M | 69,100 | Added |
| 16 | Crusonia Wealth Advisors LLC | $2.5M | 54,276 | Trimmed |
| 17 | Royal Bank of Canada | $2.4M | 52,484 | Added |
| 18 | HBW ADVISORY SERVICES LLC | $2.3M | 51,240 | Added |
| 19 | Cornerstone Planning Group LLC | $2.3M | 47,905 | Trimmed |
| 20 | STIFEL FINANCIAL CORP | $2.3M | 50,296 | Trimmed |
| 21 | UBS Group AG | $2.3M | 50,280 | Trimmed |
| 22 | Quad-Cities Investment Group, LLC | $2.1M | 45,257 | Added |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 41,798 | Added |
| 24 | Baird Financial Group, Inc. | $1.9M | 40,888 | Added |
| 25 | OSAIC HOLDINGS, INC. | $1.4M | 30,833 | Added |
Source: SEC Form 13F filings · as of 2026-03-31