Who Owns FIRST TR EXCH TRD ALPHDX FD (FEP)? -- Institutional Holders (2026-03-31)
138 institutions reported holding $337.6M of FIRST TR EXCH TRD ALPHDX FD (FEP) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIRST TRUST ADVISORS LP ($59.0M), MORGAN STANLEY ($48.8M), LPL Financial LLC ($29.5M), ENVESTNET ASSET MANAGEMENT INC ($15.8M), WELLS FARGO & COMPANY/MN ($13.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $59.0M | 1.1M | Added |
| 2 | MORGAN STANLEY | $48.8M | 893,976 | Added |
| 3 | LPL Financial LLC | $29.5M | 540,363 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 289,457 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $13.2M | 241,336 | Added |
| 6 | UBS Group AG | $13.0M | 237,855 | Added |
| 7 | Cetera Investment Advisers | $11.2M | 204,533 | Added |
| 8 | JANE STREET GROUP, LLC | $9.7M | 176,997 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.5M | 172,569 | Trimmed |
| 10 | &PARTNERS | $8.4M | 153,360 | Added |
| 11 | Vontobel Holding Ltd. | $8.1M | 147,571 | Trimmed |
| 12 | ASSETMARK, INC | $6.7M | 123,126 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $6.6M | 120,815 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $6.0M | 109,337 | Added |
| 15 | BENJAMIN EDWARDS INC | $5.0M | 92,336 | Added |
| 16 | Dunhill Financial, LLC | $4.9M | 90,250 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $4.5M | 82,258 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $4.1M | 75,133 | Trimmed |
| 19 | Advisory Services Network, LLC | $3.9M | 71,362 | New |
| 20 | STIFEL FINANCIAL CORP | $3.3M | 59,717 | Added |
| 21 | Janney Montgomery Scott LLC | $3.2M | 57,769 | Trimmed |
| 22 | FLOW TRADERS U.S. LLC | $3.0M | 55,836 | New |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 49,250 | Trimmed |
| 24 | Gateway Wealth Partners, LLC | $2.7M | 49,250 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $2.5M | 45,114 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31