Who Owns FIRST TR EXCH TRD ALPHDX FD (FJP)? -- Institutional Holders (2026-03-31)
94 institutions reported holding $191.3M of FIRST TR EXCH TRD ALPHDX FD (FJP) in SEC 13F filings for 2026-03-31. Largest institutional holders: OSAIC HOLDINGS, INC. ($53.4M), LPL Financial LLC ($18.9M), MORGAN STANLEY ($17.7M), ENVESTNET ASSET MANAGEMENT INC ($15.9M), Cetera Investment Advisers ($9.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OSAIC HOLDINGS, INC. | $53.4M | 735,733 | Added |
| 2 | LPL Financial LLC | $18.9M | 260,261 | Added |
| 3 | MORGAN STANLEY | $17.7M | 243,580 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.9M | 218,787 | Added |
| 5 | Cetera Investment Advisers | $9.0M | 124,329 | Added |
| 6 | Rathbones Group PLC | $7.0M | 96,225 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.4M | 87,979 | Added |
| 8 | ASSETMARK, INC | $6.3M | 86,147 | Trimmed |
| 9 | Holistic Financial Partners | $5.0M | 69,247 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $4.3M | 58,937 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 54,012 | Trimmed |
| 12 | Gateway Wealth Partners, LLC | $2.7M | 37,752 | Added |
| 13 | BENJAMIN EDWARDS INC | $2.7M | 37,644 | Added |
| 14 | STIFEL FINANCIAL CORP | $2.7M | 37,144 | Added |
| 15 | HighTower Advisors, LLC | $2.6M | 36,162 | Added |
| 16 | Transamerica Financial Advisors, LLC | $1.9M | 26,820 | Trimmed |
| 17 | Prospera Financial Services Inc | $1.8M | 25,279 | Added |
| 18 | IFP Advisors, Inc | $1.8M | 24,936 | Added |
| 19 | Janney Montgomery Scott LLC | $1.6M | 22,108 | Added |
| 20 | Bank of New York Mellon Corp | $1.5M | 20,170 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $1.3M | 18,491 | Added |
| 22 | AE Wealth Management LLC | $1.3M | 17,442 | Trimmed |
| 23 | Atria Investments, Inc | $1.2M | 16,136 | Trimmed |
| 24 | Orion Porfolio Solutions, LLC | $1.1M | 15,540 | Trimmed |
| 25 | US BANCORP \DE\ | $1.1M | 15,488 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31