FGM institutional holders

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

Managers holding25
Shares held1,413,605
Reported value$89.7m
Quarter flows2 new, 11 added, 5 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FIRST TRUST ADVISORS LP1,040,078$66.0m0.0%
&PARTNERS122,858$7.8m0.0%
Advisory Services Network, LLC66,562$4.2m0.0%
MEITAV INVESTMENT HOUSE LTD52,000$3.3m0.0%
FLOW TRADERS U.S. LLC28,756$1.8m0.1%
COTTONWOOD CAPITAL ADVISORS, LLC20,441$1.3m0.8%
RAYMOND JAMES FINANCIAL INC16,230$1.0m0.0%
CITADEL ADVISORS LLC11,448$726,5970.0%
Transamerica Financial Advisors, LLC10,682$678,0220.1%
Genesee Capital Advisors, LLC9,136$579,8560.2%
GTS SECURITIES LLC5,839$370,5950.0%
OSAIC HOLDINGS, INC.5,812$368,8060.0%
MORGAN STANLEY5,507$349,5490.0%
Bright Futures Wealth Management, LLC.3,912$248,2920.2%
Cetera Investment Advisers3,893$247,0930.0%
Unique Wealth Strategies, LLC3,583$227,4100.1%
Waverly Advisors, LLC3,456$219,3500.0%
Golden State Wealth Management, LLC1,060$67,3170.0%
UBS Group AG1,059$67,2140.0%
IFP Advisors, Inc608$38,5890.0%
Farther Finance Advisors, LLC319$20,2470.0%
CREATIVE FINANCIAL DESIGNS INC /ADV203$12,8700.0%
FMR LLC123$7,8130.0%
ASSETMARK, INC26$1,6500.0%
WELLS FARGO & COMPANY/MN14$8890.0%

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

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