FEM institutional holders

FIRST TR EXCH TRD ALPHDX FD · 13F, 2026Q2

Managers holding153
Shares held18,913,844
Reported value$605.4m
Quarter flows27 new, 72 added, 33 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY3,004,146$96.1m0.0%
LPL Financial LLC2,261,075$72.3m0.0%
WELLS FARGO & COMPANY/MN1,471,272$47.1m0.0%
BANK OF AMERICA CORP /DE/1,321,485$42.3m0.0%
ENVESTNET ASSET MANAGEMENT INC875,590$28.0m0.0%
ROYAL BANK OF CANADA805,899$25.8m0.0%
Cambridge Investment Research Advisors, Inc.725,394$23.2m0.0%
FIRST TRUST ADVISORS LP671,879$21.5m0.0%
UBS Group AG647,068$20.7m0.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management636,366$20.4m0.3%
RAYMOND JAMES FINANCIAL INC582,966$18.6m0.0%
TCP Asset Management, LLC455,273$14.6m1.7%
Sanctuary Advisors, LLC369,789$11.8m0.1%
Cetera Investment Advisers360,031$11.5m0.0%
ASSETMARK, INC356,467$11.4m0.0%
STATE OF WISCONSIN INVESTMENT BOARD313,808$10.0m0.0%
Bank of New York Mellon Corp223,082$7.1m0.0%
BENJAMIN EDWARDS INC148,318$4.7m0.0%
GREENUP STREET WEALTH MANAGEMENT LLC137,010$4.4m0.5%
HighTower Advisors, LLC134,457$4.3m0.0%
HARBOUR INVESTMENTS, INC.134,363$4.3m0.1%
Atria Investments, Inc124,183$4.0m0.0%
IFP Advisors, Inc117,309$3.8m0.1%
Integrated Wealth Concepts LLC115,286$3.7m0.0%
Kingsview Wealth Management, LLC110,800$3.5m0.0%

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

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