13FBOX
FIRST TR EXCH TRD ALPHDX FD · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR EXCH TRD ALPHDX FD

FDTS
Institutions
15
Combined AUM (Q2 2026)
$8.1M
Combined Shares (Q2 2026)
122,843
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+35,218
8 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-13,054
5 · 0 Exit · ≈
⚖️ Net
+22,164
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$8.1M
Institutions
15
New Buys
5
Adds
3
Reduces
5
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Crusonia Wealth Advisors LLC
0.42%0.53%#1$2.6M39,439$2.6M39,440-1-0.00%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#8$2.0M30,215$1.5M23,440+6,775+28.90%Add
CIBC WORLD MARKET INC.
<0.01%#6$646,9299,869$00+9,869New Buy
CITY HOLDING CO
0.07%#3$583,3958,900$00+8,900New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#12$544,6688,309$1.4M21,173-12,864-60.76%Reduce
Aurora Private Wealth, Inc.
0.26%#2$415,5316,339$00+6,339New Buy
LPL Financial LLC
<0.01%<0.01%#10$415,4006,337$409,7276,33700.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#13$249,6053,807$198,8623,549+258+7.27%Add
Belpointe Asset Management LLC
0.01%0.01%#5$217,4353,317$209,4863,240+77+2.38%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$184,0632,810$184,5552,857-47-1.65%Reduce
Noble Wealth Management PBC
0.06%#4$131,1032,000$00+2,000New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#11$65,5521,000$00+1,000New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#7$25,368387$32,393501-114-22.75%Reduce
UBS Group AG
<0.01%<0.01%#14$7,407113$9,116141-28-19.86%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#15$741$63100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow