Who Owns FIRST TR EXCHANGE-TRADED ALP (FYX)? -- Institutional Holders (2026-03-31)

194 institutions reported holding $732.2M of FIRST TR EXCHANGE-TRADED ALP (FYX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Royal Bank of Canada ($84.5M), MORGAN STANLEY ($77.9M), LPL Financial LLC ($73.1M), WELLS FARGO & COMPANY/MN ($65.0M), RAYMOND JAMES FINANCIAL INC ($49.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Royal Bank of Canada$84.5M708,400Added
2MORGAN STANLEY$77.9M652,809Trimmed
3LPL Financial LLC$73.1M612,053Added
4WELLS FARGO & COMPANY/MN$65.0M544,360Trimmed
5RAYMOND JAMES FINANCIAL INC$49.4M413,853Added
6BANK OF AMERICA CORP /DE/$44.3M371,540Added
7UBS Group AG$36.4M304,621Added
8Janney Montgomery Scott LLC$30.3M253,525Added
9Cetera Investment Advisers$15.4M128,909Trimmed
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.0M116,881Added
11Concurrent Investment Advisors, LLC$10.2M85,517Added
12Chicago Partners Investment Group LLC$9.6M72,627Added
13Crusonia Wealth Advisors LLC$8.8M73,878Added
14Genesee Capital Advisors, LLC$8.1M67,676Trimmed
15Cambridge Investment Research Advisors, Inc.$8.0M67,275Trimmed
16COMMONWEALTH EQUITY SERVICES, LLC$7.8M65,760Trimmed
17Per Stirling Capital Management, LLC.$7.8M65,529Added
18Wealth Alliance Advisory Group, LLC$7.1M59,646Trimmed
19Kestra Advisory Services, LLC$7.0M58,405Added
20Geneos Wealth Management Inc.$6.3M52,376Trimmed
21D.A. DAVIDSON & CO.$5.7M48,158Added
22OSAIC HOLDINGS, INC.$5.3M44,365Added
23Hapanowicz & Associates Financial Services, Inc$5.1M42,480Trimmed
24Mainsail Financial Group, LLC$4.8M40,233Added
25ENVESTNET ASSET MANAGEMENT INC$4.7M39,026Added

Source: SEC Form 13F filings · as of 2026-03-31