12 institutions reported holding $21.0M of FIRST TR EXCH TRD ALPHDX FD (FEUZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Warner Group LLC ($7.4M), Rathbones Group PLC ($6.7M), HWG Holdings LP ($3.7M), DAYMARK WEALTH PARTNERS, LLC ($2.0M), Kestra Advisory Services, LLC ($342,068). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Warner Group LLC | $7.4M | 111,402 | Added |
| 2 | Rathbones Group PLC | $6.7M | 101,145 | Trimmed |
| 3 | HWG Holdings LP | $3.7M | 56,336 | Trimmed |
| 4 | DAYMARK WEALTH PARTNERS, LLC | $2.0M | 30,003 | Added |
| 5 | Kestra Advisory Services, LLC | $342,068 | 5,156 | Hold |
| 6 | Hyposwiss Advisors SA | $337,388 | 5,085 | Hold |
| 7 | COTTONWOOD CAPITAL ADVISORS, LLC | $236,722 | 3,568 | New |
| 8 | Unique Wealth Strategies, LLC | $231,229 | 3,485 | Trimmed |
| 9 | IFP Advisors, Inc | $46,047 | 694 | Trimmed |
| 10 | Golden State Wealth Management, LLC | $21,232 | 320 | Hold |
| 11 | ASSETMARK, INC | $2,521 | 38 | Hold |
| 12 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30