Who Owns FIRST TR EXCH TRD ALPHDX FD (FKU)? -- Institutional Holders (2026-03-31)
35 institutions reported holding $91.5M of FIRST TR EXCH TRD ALPHDX FD (FKU) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIRST TRUST ADVISORS LP ($57.9M), &PARTNERS ($7.5M), CITADEL ADVISORS LLC ($4.3M), Advisory Services Network, LLC ($3.8M), JANE STREET GROUP, LLC ($3.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $57.9M | 1.1M | Added |
| 2 | &PARTNERS | $7.5M | 148,376 | Added |
| 3 | CITADEL ADVISORS LLC | $4.3M | 85,471 | Trimmed |
| 4 | Advisory Services Network, LLC | $3.8M | 75,610 | New |
| 5 | JANE STREET GROUP, LLC | $3.1M | 62,210 | Added |
| 6 | Rathbones Group PLC | $2.3M | 45,343 | Trimmed |
| 7 | MORGAN STANLEY | $1.9M | 38,174 | Trimmed |
| 8 | Corient Private Wealth LLC | $1.6M | 32,444 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 21,458 | Trimmed |
| 10 | Quantinno Capital Management LP | $1.0M | 20,794 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $974,596 | 19,352 | Added |
| 12 | Private Advisory Group LLC | $851,260 | 16,903 | New |
| 13 | London & Capital Asset Management Ltd | $776,726 | 15,425 | Added |
| 14 | PGIM Custom Harvest LLC | $745,955 | 14,812 | Added |
| 15 | Dunhill Financial, LLC | $730,165 | 14,497 | Added |
| 16 | Transamerica Financial Advisors, LLC | $685,892 | 13,619 | Added |
| 17 | COTTONWOOD CAPITAL ADVISORS, LLC | $593,677 | 11,788 | Added |
| 18 | Genesee Capital Advisors, LLC | $593,158 | 11,778 | Trimmed |
| 19 | Walkner Condon Financial Advisors LLC | $273,312 | 5,427 | Hold |
| 20 | Williams Jones Wealth Management, LLC. | $251,800 | 5,000 | Hold |
| 21 | LPL Financial LLC | $217,141 | 4,312 | New |
| 22 | OSAIC HOLDINGS, INC. | $162,661 | 3,230 | Hold |
| 23 | UBS Group AG | $30,468 | 605 | Added |
| 24 | Annis Gardner Whiting Capital Advisors, LLC | $18,836 | 374 | New |
| 25 | JPMORGAN CHASE & CO | $9,921 | 204 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31