9 institutions reported holding $12.4M of FIRST TR EXCH TRD ALPHDX FD (FSZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vontobel Holding Ltd. ($9.1M), COTTONWOOD CAPITAL ADVISORS, LLC ($1.8M), Climber Capital SA ($732,296), Hyposwiss Advisors SA ($362,566), BFI Infinity Ltd. ($270,403). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vontobel Holding Ltd. | $9.1M | 110,440 | Trimmed |
| 2 | COTTONWOOD CAPITAL ADVISORS, LLC | $1.8M | 21,607 | Trimmed |
| 3 | Climber Capital SA | $732,296 | 8,945 | Added |
| 4 | Hyposwiss Advisors SA | $362,566 | 4,420 | Added |
| 5 | BFI Infinity Ltd. | $270,403 | 3,300 | Hold |
| 6 | MTM Investment Management, LLC | $153,065 | 1,866 | Hold |
| 7 | Golden State Wealth Management, LLC | $73,622 | 897 | Hold |
| 8 | ASSETMARK, INC | $6,562 | 80 | Hold |
| 9 | Ashton Thomas Private Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30