Who Owns FIRST TR EXCH TRD ALPHDX FD (FSZ)? -- Institutional Holders (2026-03-31)
29 institutions reported holding $22.7M of FIRST TR EXCH TRD ALPHDX FD (FSZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Vontobel Holding Ltd. ($8.8M), CITADEL ADVISORS LLC ($2.2M), JANE STREET GROUP, LLC ($2.0M), COTTONWOOD CAPITAL ADVISORS, LLC ($1.7M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Vontobel Holding Ltd. | $8.8M | 110,790 | Trimmed |
| 2 | CITADEL ADVISORS LLC | $2.2M | 28,014 | New |
| 3 | JANE STREET GROUP, LLC | $2.0M | 25,464 | Trimmed |
| 4 | COTTONWOOD CAPITAL ADVISORS, LLC | $1.7M | 21,714 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 12,760 | Added |
| 6 | MORGAN STANLEY | $975,140 | 12,293 | Trimmed |
| 7 | FLOW TRADERS U.S. LLC | $717,000 | 9,033 | Trimmed |
| 8 | Climber Capital SA | $645,369 | 8,140 | Hold |
| 9 | PGIM Custom Harvest LLC | $599,903 | 7,563 | Added |
| 10 | SYON CAPITAL LLC | $572,607 | 7,219 | Trimmed |
| 11 | Genesee Capital Advisors, LLC | $536,367 | 6,762 | Trimmed |
| 12 | STIFEL FINANCIAL CORP | $518,280 | 6,534 | Hold |
| 13 | LPL Financial LLC | $457,899 | 5,773 | Added |
| 14 | Beacon Pointe Advisors, LLC | $445,297 | 5,614 | New |
| 15 | RAYMOND JAMES FINANCIAL INC | $328,011 | 4,135 | New |
| 16 | Hyposwiss Advisors SA | $271,277 | 3,420 | Added |
| 17 | BFI Infinity Ltd. | $261,689 | 3,300 | Hold |
| 18 | MTM Investment Management, LLC | $148,013 | 1,866 | Hold |
| 19 | UBS Group AG | $81,066 | 1,022 | Added |
| 20 | OSAIC HOLDINGS, INC. | $80,271 | 1,012 | Hold |
| 21 | Royal Bank of Canada | $76,000 | 959 | Hold |
| 22 | Golden State Wealth Management, LLC | $71,161 | 897 | Added |
| 23 | Ashton Thomas Private Wealth, LLC | $69,406 | 875 | New |
| 24 | JPMORGAN CHASE & CO | $25,318 | 323 | Trimmed |
| 25 | Western Wealth Management, LLC | $6,504 | 82 | New |
Source: SEC Form 13F filings · as of 2026-03-31