FEX institutional holders

FIRST TR EXCHANGE-TRADED ALP · 13F, 2026Q2

Managers holding241
Shares held7,339,324
Reported value$1.0bn
Quarter flows23 new, 62 added, 83 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,064,684$148.9m0.0%
LPL Financial LLC778,330$108.9m0.0%
Janney Montgomery Scott LLC509,390$71.2m0.1%
WELLS FARGO & COMPANY/MN479,180$67.0m0.0%
RAYMOND JAMES FINANCIAL INC268,371$37.5m0.0%
BANK OF AMERICA CORP /DE/224,857$31.5m0.0%
COMMONWEALTH EQUITY SERVICES, LLC217,999$30.5m0.0%
Modern Wealth Management, LLC212,851$29.8m0.4%
ROYAL BANK OF CANADA185,960$26.0m0.0%
UBS Group AG184,252$25.8m0.0%
OSAIC HOLDINGS, INC.175,394$24.5m0.0%
HBK Sorce Advisory LLC174,191$24.3m0.5%
TRUIST FINANCIAL CORP156,941$22.0m0.0%
Crusonia Wealth Advisors LLC132,071$18.5m3.0%
&PARTNERS137,868$18.5m0.1%
SILVER OAK SECURITIES, INCORPORATED131,869$18.4m1.1%
Private Advisor Group, LLC130,523$18.3m0.1%
Cetera Investment Advisers120,610$16.9m0.0%
Cambridge Investment Research Advisors, Inc.119,696$16.7m0.0%
ENVESTNET ASSET MANAGEMENT INC86,559$12.1m0.0%
Elevation Capital Advisory, LLC84,534$11.8m4.6%
GREAT VALLEY ADVISOR GROUP, INC.66,153$9.3m0.1%
Kingsview Wealth Management, LLC61,448$8.6m0.1%
BIP Wealth, LLC60,352$8.4m0.2%
Ameritas Advisory Services, LLC60,274$8.4m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FEX"). FEX price history · All 13F data

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