Who Owns FIRST TR EXCH TRD ALPHDX FD (FGM)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $89.7M of FIRST TR EXCH TRD ALPHDX FD (FGM) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($66.0M), &PARTNERS ($7.8M), Advisory Services Network, LLC ($4.2M), MEITAV INVESTMENT HOUSE LTD ($3.3M), FLOW TRADERS U.S. LLC ($1.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FIRST TRUST ADVISORS LP	$66.0M	1.0M	Added
2	&PARTNERS	$7.8M	122,858	Added
3	Advisory Services Network, LLC	$4.2M	66,562	Added
4	MEITAV INVESTMENT HOUSE LTD	$3.3M	52,000	Hold
5	FLOW TRADERS U.S. LLC	$1.8M	28,756	Added
6	COTTONWOOD CAPITAL ADVISORS, LLC	$1.3M	20,441	Added
7	RAYMOND JAMES FINANCIAL INC	$1.0M	16,230	Added
8	CITADEL ADVISORS LLC	$726,597	11,448	Trimmed
9	Transamerica Financial Advisors, LLC	$678,022	10,682	Trimmed
10	Genesee Capital Advisors, LLC	$579,856	9,136	Hold
11	GTS SECURITIES LLC	$370,595	5,839	Trimmed
12	OSAIC HOLDINGS, INC.	$368,806	5,812	Added
13	MORGAN STANLEY	$349,549	5,507	Hold
14	Bright Futures Wealth Management, LLC.	$248,292	3,912	New
15	Cetera Investment Advisers	$247,093	3,893	Trimmed
16	Unique Wealth Strategies, LLC	$227,410	3,583	Added
17	Waverly Advisors, LLC	$219,350	3,456	Hold
18	Golden State Wealth Management, LLC	$67,317	1,060	Hold
19	UBS Group AG	$67,214	1,059	Added
20	IFP Advisors, Inc	$38,589	608	Added
21	Farther Finance Advisors, LLC	$20,247	319	Hold
22	CREATIVE FINANCIAL DESIGNS INC /ADV	$12,870	203	Added
23	FMR LLC	$7,813	123	Trimmed
24	ASSETMARK, INC	$1,650	26	Hold
25	WELLS FARGO & COMPANY/MN	$889	14	New

来源：SEC 13F 申报文件 · 截至 2026-06-30