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

FIRST TR EXCH TRD ALPHDX FD

FDT
Institutions
203
Combined AUM (Q2 2026)
$924.0M
Combined Shares (Q2 2026)
9.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.4M
118 · 40 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.1M
72 · 17 Exit · ≈
⚖️ Net
+1.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$924.0M
Institutions
203
New Buys
40
Adds
78
Reduces
55
Exits
17
Unchanged
30
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.01%<0.01%#120$178.3M1.9M$80.7M1.1M+812,666+75.88%Add
LPL Financial LLC
0.02%0.02%#85$93.7M989,346$75.1M864,273+125,073+14.47%Add
WELLS FARGO & COMPANY/MN
0.01%0.01%#113$66.6M703,298$78.3M900,514-197,216-21.90%Reduce
UBS Group AG
0.01%0.01%#132$46.2M487,833$55.8M641,778-153,945-23.99%Reduce
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#122$37.3M393,613$30.3M348,387+45,226+12.98%Add
Cetera Investment Advisers
0.03%0.03%#74$33.9M358,256$24.6M283,400+74,856+26.41%Add
&PARTNERS
0.11%<0.01%#40$26.7M290,817$997,08811,470+279,347+2,435.46%Add
Janney Montgomery Scott LLC
0.05%0.06%#61$25.5M269,443$22.3M256,428+13,015+5.08%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#129$22.9M241,768$23.0M264,936-23,168-8.74%Reduce
SAGE PRIVATE WEALTH GROUP, LLC
10.17%9.45%#1$22.6M239,001$18.8M215,975+23,026+10.66%Add
FIRST TRUST ADVISORS LP
0.01%0.02%#102$22.3M235,545$22.5M258,270-22,725-8.80%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#150$21.8M229,938$20.7M238,100-8,162-3.43%Reduce
SMI Advisory Services, LLC
3.2%2.96%#2$19.7M208,908$18.0M203,985+4,923+2.41%Add
Cambridge Investment Research Advisors, Inc.
0.04%0.02%#71$16.5M174,011$8.3M95,679+78,332+81.87%Add
OSAIC HOLDINGS, INC.
0.02%0.02%#92$16.1M170,519$11.4M131,006+39,513+30.16%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.27%#24$14.2M150,233$00+150,233New Buy
STIFEL FINANCIAL CORP
0.01%0.01%#107$14.0M147,520$11.7M134,942+12,578+9.32%Add
TRUIST FINANCIAL CORP
0.01%0.01%#99$12.0M126,821$6.2M71,759+55,062+76.73%Add
ASSETMARK, INC
0.02%0.02%#88$11.9M125,816$10.3M118,141+7,675+6.50%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#177$10.0M105,338$3.7M42,104+63,234+150.19%Add
BENJAMIN EDWARDS INC
0.09%0.1%#43$9.5M100,556$9.8M112,349-11,793-10.50%Reduce
Mainsail Financial Group, LLC
3.02%2.94%#3$8.9M94,010$7.1M81,144+12,866+15.86%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#98$7.2M75,893$1.8M20,935+54,958+262.52%Add
Kingsview Wealth Management, LLC
0.12%0.1%#36$7.1M81,376$7.1M81,37600.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#123$6.6M69,767$3.3M37,476+32,291+86.16%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#158$6.3M66,388$2.3M26,793+39,595+147.78%Add
Crusonia Wealth Advisors LLC
0.94%1.07%#10$5.7M60,183$5.2M59,874+309+0.52%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.06%0.02%#52$5.7M60,145$1.9M22,363+37,782+168.95%Add
TPG Financial Advisors, LLC
1.64%1.57%#4$4.8M55,595$4.8M55,59500.00%Unchanged
AMERIPRISE FINANCIAL INC
<0.01%#173$4.8M51,043$00+51,043New Buy
Koshinski Asset Management, Inc.
0.25%0.23%#25$4.7M49,961$3.7M42,246+7,715+18.26%Add
GREENUP STREET WEALTH MANAGEMENT LLC
0.54%0.58%#13$4.4M46,754$4.1M47,192-438-0.93%Reduce
Private Advisor Group, LLC
0.02%0.01%#91$4.3M45,130$1.2M13,863+31,267+225.54%Add
NewEdge Advisors, LLC
0.01%0.01%#103$4.3M44,963$2.1M23,668+21,295+89.97%Add
LVZ, Inc.
0.4%0.43%#15$3.9M41,666$3.7M43,000-1,334-3.10%Reduce
StoneX Group Inc.
0.16%0.18%#31$3.9M40,633$3.3M38,290+2,343+6.12%Add
Redhawk Wealth Advisors, Inc.
0.38%0.28%#17$3.8M40,596$2.6M29,378+11,218+38.19%Add
D.A. DAVIDSON & CO.
0.02%0.01%#87$3.8M39,702$2.2M25,793+13,909+53.93%Add
HARBOUR INVESTMENTS, INC.
0.05%0.05%#60$3.7M39,233$3.4M39,340-107-0.27%Reduce
Equitable Holdings, Inc.
0.02%0.01%#86$3.5M37,139$1.7M21,355+15,784+73.91%Add
Prospera Financial Services Inc
0.05%0.05%#63$3.3M34,358$3.0M34,995-637-1.82%Reduce
L & S Advisors Inc
0.33%0.67%#18$3.2M34,171$3.0M34,174-3-0.01%Reduce
Allie Family Office LLC
0.46%1.22%#14$3.0M32,052$2.8M32,05200.00%Unchanged
IFP Advisors, Inc
0.05%0.07%#55$3.0M31,898$3.3M37,997-6,099-16.05%Reduce
Atria Investments, Inc
0.03%0.03%#75$3.0M31,494$2.8M31,879-385-1.21%Reduce
Towerpoint Wealth, LLC
1.02%1.11%#7$3.0M31,214$2.7M31,565-351-1.11%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#185$2.7M28,812$2.6M29,412-600-2.04%Reduce
Gateway Wealth Partners, LLC
0.15%0.15%#33$2.5M26,178$3.8M43,234-17,056-39.45%Reduce
AE Wealth Management LLC
0.01%0.01%#108$2.4M25,606$2.2M25,087+519+2.07%Add
Aurora Private Wealth, Inc.
1.54%0.18%#5$2.4M25,550$248,0003,120+22,430+718.91%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow