Who Owns FIRST TR EXCH TRD ALPHDX FD (FJP)? -- Institutional Holders (2026-06-30)

51 institutions reported holding $78.4M of FIRST TR EXCH TRD ALPHDX FD (FJP) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($17.1M), Cambridge Investment Research Advisors, Inc. ($8.4M), Rathbones Group PLC ($7.4M), ASSETMARK, INC ($7.1M), Farther Finance Advisors, LLC ($6.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$17.1M224,636Added
2Cambridge Investment Research Advisors, Inc.$8.4M109,774Added
3Rathbones Group PLC$7.4M97,284Added
4ASSETMARK, INC$7.1M93,075Added
5Farther Finance Advisors, LLC$6.5M84,743Added
6Guild Investment Management, Inc.$4.3M56,990New
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M52,877Trimmed
8Holistic Financial Partners$3.2M41,735Trimmed
9BENJAMIN EDWARDS INC$3.0M39,196Added
10Prospera Financial Services Inc$1.9M24,315Trimmed
11IFP Advisors, Inc$1.8M23,791Trimmed
12Gateway Wealth Partners, LLC$1.8M23,222Trimmed
13Atria Investments, Inc$1.2M16,319Added
14AE Wealth Management LLC$1.2M15,897Trimmed
15CoreCap Advisors, LLC$1.1M14,635Added
16PARK AVENUE SECURITIES LLC$1.0M13,478Added
17American Institute for Advanced Investment Management, LLP$870,87011,410Trimmed
18HBW ADVISORY SERVICES LLC$870,71811,408Added
19COTTONWOOD CAPITAL ADVISORS, LLC$626,2468,205Trimmed
20IAMS WEALTH MANAGEMENT, LLC$597,7107,831Added
21COMMONWEALTH EQUITY SERVICES, LLC$560,4907,343Added
22D.A. DAVIDSON & CO.$428,6415,616Trimmed
23Private Advisor Group, LLC$390,6375,118Added
24Pine Valley Investments Ltd Liability Co$326,4994,278Added
25BlueChip Wealth Advisors LLC$311,0244,075Hold

Source: SEC Form 13F filings · as of 2026-06-30