FIRST TR EXCH TRD ALPHDX FD (NFTY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
48
Reporting holders
$63.9M
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Crumly & Associates Inc. | $15.8M | 293,242 | 3.02% | 14q | +4.0%+$604.3K |
| LPL Financial LLC | $6.0M | 111,130 | 0.00% | 19q | -3.9%-$244.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.7M | 106,330 | 0.00% | 6q | -31.6%-$2.6M |
| Archer Investment Corp | $4.9M | 90,196 | 0.47% | 16q | +77.0%+$2.1M |
| Geneos Wealth Management Inc. | $4.6M | 85,514 | 0.09% | 12q | -4.7%-$228.9K |
| Cetera Investment Advisers | $3.2M | 60,081 | 0.00% | 10q | -55.1%-$4.0M |
| OLD MISSION CAPITAL LLC | $3.2M | 59,122 | 0.05% | 5q | -56.6%-$4.2M |
| IHT Wealth Management, LLC | $2.9M | 53,888 | 0.06% | 12q | -2.4%-$71.1K |
| Merkkuri Wealth Advisors LLC | $2.3M | 43,224 | 1.44% | 9q | +22.1%+$421.4K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 30,606 | 0.00% | 7q | -10.6%-$194.5K |
| Purus Wealth Management, LLC | $1.6M | 30,497 | 0.45% | 13q | -13.8%-$262.6K |
| PRIVATE CLIENT SERVICES, LLC | $1.3M | 24,440 | 0.34% | 11q | -27.0%-$486.0K |
| Ameritas Investment Partners, Inc. | $1.2M | 21,826 | 0.03% | 10q | +13.1%+$135.7K |
| Pine Valley Investments Ltd Liability Co | $1.1M | 20,316 | 0.04% | 8q | +5.8%+$59.9K |
| OSAIC HOLDINGS, INC. | $953.1K | 17,697 | 0.00% | 22q | -15.0%-$167.9K |
| COTTONWOOD CAPITAL ADVISORS, LLC | $803.4K | 14,934 | 0.48% | 19q | -0.7%-$6.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $785.2K | 14,585 | 0.00% | 2q | +19.0%+$125.5K |
| Equitable Holdings, Inc. | $696.3K | 12,943 | 0.00% | 11q | -51.4%-$736.0K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $672.2K | 12,495 | 0.34% | 11q | HELD |
| Prasad Wealth Partners, LLC | $599.0K | 11,136 | 0.14% | 7q | -2.2%-$13.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $571.3K | 10,619 | 0.00% | 15q | +23.9%+$110.2K |
| ENVESTNET ASSET MANAGEMENT INC | $540.1K | 10,040 | 0.00% | 14q | -31.2%-$244.9K |
| Moors & Cabot, Inc. | $454.4K | 8,447 | 0.02% | 9q | -31.9%-$212.4K |
| Kestra Advisory Services, LLC | $405.4K | 7,536 | 0.00% | 12q | -35.6%-$224.2K |
| Summit Financial, LLC | $380.9K | 7,081 | 0.00% | 4q | -3.9%-$15.4K |
| Atlantic Union Bankshares Corp | $352.4K | 6,550 | 0.01% | 5q | HELD |
| Summit Wealth Partners, LLC | $308.5K | 5,735 | 0.04% | 5q | +5.9%+$17.1K |
| JANE STREET GROUP, LLC | $239.7K | 4,455 | 0.00% | new | NEW |
| UBS Group AG | $150.3K | 2,794 | 0.00% | 4q | +9.0%+$12.4K |
| ROYAL BANK OF CANADA | $119.0K | 2,220 | 0.00% | 10q | -4.6%-$5.8K |
| Migdal Insurance & Financial Holdings Ltd. | $107.6K | 2,000 | 0.00% | 17q | HELD |
| NewEdge Advisors, LLC | $72.2K | 1,342 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $65.0K | 1,208 | 0.00% | 20q | -7.2%-$5.1K |
| Rockefeller Capital Management L.P. | $60.5K | 1,123 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $36.6K | 680 | 0.00% | 3q | -23.1%-$11.0K |
| CNB Bank | $35.0K | 650 | 0.01% | 8q | HELD |
| CoreCap Advisors, LLC | $18.4K | 342 | 0.00% | 5q | HELD |
| MORGAN STANLEY | $17.9K | 333 | 0.00% | 33q | -0.9% |
| SBI Securities Co., Ltd. | $13.6K | 253 | 0.00% | 7q | -29.7%-$5.8K |
| REAP Financial Group, LLC | $12.3K | 228 | 0.00% | 11q | HELD |
| Spire Wealth Management | $5.4K | 100 | 0.00% | 5q | HELD |
| Strategic Wealth Partners, Ltd. | $3.9K | 73 | 0.00% | 3q | HELD |
| FLOW TRADERS U.S. LLC | $3.8K | 69,783 | 0.15% | 4q | +291.7%+$2.8K |
| Integrated Wealth Concepts LLC | $3.1K | 57 | 0.00% | new | NEW |
| IFG Advisory, LLC | $2.7K | 50 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.7K | 49,518 | 0.00% | 15q | +118.7%+$1.4K |
| PNC Financial Services Group, Inc. | $2.2K | 40 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $1.7K | 31 | 0.00% | 21q | -3.1% |
| Steward Partners Investment Advisory, LLC | $1.1K | 21 | 0.00% | 10q | HELD |
| HRT FINANCIAL LP | $236 | 4,401 | 0.00% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $74 | 1,374 | 0.02% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $22 | 0 | 0.00% | 7q | -100.0% |
| Hanson & Doremus Investment Management | $18 | 329 | 0.00% | 9q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 48 | $63.9M | 1,188,210 | 5 | 9 | 24 | 0.0% |
| Q1 2026 | 53 | $73.7M | 1,427,963 | 2 | 15 | 24 | 0.0% |
| Q4 2025 | 64 | $88.0M | 1,508,893 | 7 | 21 | 28 | 0.0% |
| Q3 2025 | 60 | $96.7M | 1,698,940 | 6 | 18 | 24 | 0.0% |
| Q2 2025 | 62 | $115.9M | 1,931,857 | 11 | 19 | 24 | 0.0% |
| Q1 2025 | 60 | $132.2M | 2,370,933 | 5 | 22 | 24 | 0.0% |
| Q4 2024 | 70 | $169.6M | 3,028,885 | 11 | 32 | 18 | 0.0% |
| Q3 2024 | 69 | $191.7M | 2,957,208 | 12 | 35 | 13 | 0.0% |
| Q2 2024 | 57 | $160.0M | 2,653,291 | 11 | 21 | 14 | 0.0% |
| Q1 2024 | 48 | $134.3M | 2,357,408 | 14 | 17 | 9 | 0.0% |
| Q4 2023 | 38 | $85.2M | 1,575,200 | 9 | 10 | 12 | 0.0% |
| Q3 2023 | 27 | $79.3M | 1,630,871 | 8 | 5 | 6 | 0.0% |
| Q2 2023 | 21 | $91.8M | 1,919,759 | 5 | 7 | 5 | 0.0% |
| Q1 2023 | 21 | $75.0M | 1,784,731 | 9 | 7 | 1 | 0.0% |
| Q4 2022 | 19 | $62.0M | 1,419,820 | 4 | 8 | 3 | 0.0% |
| Q3 2022 | 20 | $39.1M | 913,686 | 5 | 2 | 10 | 0.0% |
| Q2 2022 | 16 | $41.6M | 1,008,738 | 1 | 7 | 5 | 0.0% |
| Q1 2022 | 16 | $48.9M | 1,068,239 | 1 | 6 | 8 | 0.0% |
| Q4 2021 | 18 | $53.9M | 1,125,595 | 4 | 1 | 8 | 0.0% |
| Q3 2021 | 14 | $73.7M | 1,498,933 | 3 | 5 | 4 | 0.0% |
| Q2 2021 | 11 | $68.6M | 1,529,112 | 8 | 2 | 0 | 0.0% |
| Q1 2021 | 4 | $1.3M | 31,753 | 1 | 2 | 1 | 0.0% |
| Q4 2020 | 3 | $957.0K | 24,947 | 0 | 2 | 1 | 0.0% |
| Q3 2020 | 4 | $427.0K | 13,805 | 2 | 0 | 2 | 0.0% |
| Q2 2020 | 2 | $434.0K | 15,429 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 4 | $991.0K | 43,648 | 1 | 1 | 1 | 0.0% |
| Q4 2019 | 6 | $1.7M | 48,696 | 0 | 2 | 3 | 0.0% |
| Q3 2019 | 7 | $1.7M | 49,079 | 2 | 1 | 3 | 0.0% |
| Q2 2019 | 6 | $5.4M | 146,876 | 0 | 2 | 2 | 0.0% |
| Q1 2019 | 6 | $2.3M | 59,702 | 1 | 3 | 0 | 0.0% |
| Q4 2018 | 6 | $2.1M | 58,311 | 0 | 0 | 0 | 0.0% |