# FIRST TR EXCHANGE-TRADED ALP (FEX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FEX/

- Reporting holders: 10
- Reported value: $5.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.6M | 11,679 | 0.0% | 7 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $1.4M | 10,388 | 0.5% | 20 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $1.1M | 8,140 | 0.0% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $610.0K | 4,600 | 0.0% | 24 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $237.8K | 1,793 | 0.2% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $225.4K | 1,700 | 0.0% | 4 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $213.2K | 1,608 | 0.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $115.8K | 873 | 0.0% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $46.4K | 350 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $23.9K | 180 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $5.5M |
| Q2 2026 | 243 | $1.0B |
| Q1 2026 | 229 | $925.7M |
| Q4 2025 | 220 | $848.2M |
| Q3 2025 | 210 | $831.3M |
| Q2 2025 | 210 | $813.6M |
| Q1 2025 | 198 | $768.9M |
| Q4 2024 | 212 | $752.1M |
| Q3 2024 | 203 | $702.0M |
| Q2 2024 | 202 | $682.7M |
| Q1 2024 | 197 | $890.5M |
| Q4 2023 | 188 | $710.9M |