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

FIRST TR EXCH TRD ALPHDX FD

FLN
Institutions
24
Combined AUM (Q2 2026)
$19.5M
Combined Shares (Q2 2026)
828,161
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+190,893
16 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-173,803
11 · 5 Exit · ≈
⚖️ Net
+17,090
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$19.5M
Institutions
24
New Buys
8
Adds
8
Reduces
6
Exits
5
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#14$6.0M242,845$7.0M273,449-30,604-11.19%Reduce
Farther Finance Advisors, LLC
0.01%0.01%#5$1.8M72,372$818,95231,576+40,796+129.20%Add
D.A. DAVIDSON & CO.
0.01%0.01%#7$1.7M70,533$1.5M60,708+9,825+16.18%Add
Savvy Advisors, Inc.
0.04%0.05%#4$1.7M68,154$1.7M67,321+833+1.24%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$1.5M61,014$1.6M63,811-2,797-4.38%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#22$1.0M42,351$2.0M79,617-37,266-46.81%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#18$819,77933,155$809,10831,700+1,455+4.59%Add
Equitable Holdings, Inc.
<0.01%<0.01%#10$762,70430,847$701,92730,947-100-0.32%Reduce
Steward Partners Investment Advisory, LLC
<0.01%#11$738,91929,885$00+29,885New Buy
Cetera Investment Advisers
<0.01%<0.01%#16$712,06528,799$728,54428,544+255+0.89%Add
COTTONWOOD CAPITAL ADVISORS, LLC
0.41%0.5%#1$677,37627,396$703,20627,551-155-0.56%Reduce
CIBC WORLD MARKET INC.
<0.01%#15$516,11820,874$00+20,874New Buy
OLD MISSION CAPITAL LLC
0.01%#9$362,15214,647$00+14,647New Buy
Revisor Wealth Management LLC
0.08%#3$343,33613,886$00+13,886New Buy
GK Wealth Management LLC
0.14%#2$267,67710,826$00+10,826New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#23$251,01210,152$537,22521,048-10,896-51.77%Reduce
Global Retirement Partners, LLC
<0.01%#12$145,9305,902$00+5,902New Buy
TUCKER ASSET MANAGEMENT LLC
0.01%#6$38,5921,512$00+1,512New Buy
REAP Financial Group, LLC
0.01%0.01%#8$35,8261,449$36,6111,434+15+1.05%Add
MORGAN STANLEY
<0.01%<0.01%#24$20,750839$3,830178+661+371.35%Add
Capital Analysts, LLC
<0.01%<0.01%#17$15,404623$14,00062300.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#19$14,291578$13,451527+51+9.68%Add
Coppell Advisory Solutions LLC
<0.01%#20$1,48139,470$00+39,470New Buy
Transamerica Financial Advisors, LLC
<0.01%<0.01%#21$1,30352$1,3475200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow