Who Owns FIRST TR EXCH TRD ALPHDX FD (FLN)? -- Institutional Holders (2026-03-31)
24 institutions reported holding $20.6M of FIRST TR EXCH TRD ALPHDX FD (FLN) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($7.0M), JANE STREET GROUP, LLC ($2.0M), Savvy Advisors, Inc. ($1.7M), OSAIC HOLDINGS, INC. ($1.6M), D.A. DAVIDSON & CO. ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $7.0M | 273,449 | Added |
| 2 | JANE STREET GROUP, LLC | $2.0M | 79,617 | New |
| 3 | Savvy Advisors, Inc. | $1.7M | 67,321 | New |
| 4 | OSAIC HOLDINGS, INC. | $1.6M | 63,811 | New |
| 5 | D.A. DAVIDSON & CO. | $1.5M | 60,708 | New |
| 6 | GTS SECURITIES LLC | $1.4M | 55,724 | New |
| 7 | Farther Finance Advisors, LLC | $818,952 | 31,576 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $809,108 | 31,700 | Added |
| 9 | Cetera Investment Advisers | $728,544 | 28,544 | Added |
| 10 | COTTONWOOD CAPITAL ADVISORS, LLC | $703,206 | 27,551 | Trimmed |
| 11 | Equitable Holdings, Inc. | $701,927 | 30,947 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $537,225 | 21,048 | New |
| 13 | Cambridge Investment Research Advisors, Inc. | $492,000 | 19,272 | New |
| 14 | Triad Wealth Partners, LLC | $227,213 | 8,902 | Trimmed |
| 15 | Balboa Wealth Partners | $203,565 | 7,976 | New |
| 16 | REAP Financial Group, LLC | $36,611 | 1,434 | Added |
| 17 | Capital Analysts, LLC | $16,000 | 623 | Hold |
| 18 | HARBOUR INVESTMENTS, INC. | $13,451 | 527 | Added |
| 19 | MORGAN STANLEY | $4,525 | 177 | Trimmed |
| 20 | McIlrath & Eck, LLC | $2,833 | 111 | Hold |
| 21 | Transamerica Financial Advisors, LLC | $1,347 | 52 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
| 23 | Coppell Advisory Solutions LLC | $0 | 0 | Exited |
| 24 | EverSource Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31