FIRST TR EXCHANGE-TRADED ALP

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FAD·33733F101·US·ETF·Unknown - Unknown

FAD (FIRST TR EXCHANGE-TRADED ALP) is held by 43 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($55.5M), LPL Financial LLC ($55.3M), WELLS FARGO & COMPANY/MN ($42.5M). Net institutional sentiment: Mixed.

43

Holders

(7 Elite)

$292.8M

Total Value

67% (33)

Consensus

22 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)30

Insider (Form 4)59

Activist (13D/13G)69

Congressional (STOCK Act)45

Holder Quality

48

★★★★★

Elite

62

★★★★

Strong

56

★★★

Solid

14

★★

Below

15

★

Weak

Held by 43 funds

7 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FAD.

Top Holders

Top Holders (43)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	277,568(+14.5%)	$55.5M	0.0%	+24.95%	34
LPL Financial LLC	Increased	276,498(+39.7%)	$55.3M	0.0%	+22.38%	39
WELLS FARGO & COMPANY/MN	Increased	212,489(+21.4%)	$42.5M	0.0%	+20.73%	35
RAYMOND JAMES FINANCIAL INC	Increased	125,696(+34.3%)	$25.1M	0.0%	+18.65%	37
COMMONWEALTH EQUITY SERVICES, LLC	Increased	68,726(+13.0%)	$13.7M	0.0%	+65.79%	32
JONES FINANCIAL COMPANIES LLLP	Increased	61,706(+109.1%)	$12M	0.0%	+5.91%	45
GOLDMAN SACHS GROUP INC	Unchanged	50,000	$10M	0.0%	+35.57%	0
OSAIC HOLDINGS, INC.	Increased	49,708(+9.2%)	$9.9M	0.0%	+17.68%	30
TRUIST FINANCIAL CORP	Decreased	48,475(-1.7%)	$9.7M	0.0%	+82.90%	0
BANK OF AMERICA CORP /DE/	Increased	41,539(+0.1%)	$8.3M	0.0%	+28.45%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	35,895(+70.9%)	$7.2M	0.0%	+6.20%	41
Kestra Advisory Services, LLC	Increased	31,515(+1.1%)	$6.3M	0.0%	+18.41%	27
ENVESTNET ASSET MANAGEMENT INC	Increased	30,485(+23.2%)	$6.1M	0.0%	+19.54%	33
Creative Planning	Increased	24,363(+0.1%)	$4.9M	0.0%	+45.18%	27
ROYAL BANK OF CANADA	Decreased	21,047(-38.5%)	$4.2M	0.0%	+28.50%	0
Cetera Investment Advisers	Increased	18,329(+30.4%)	$3.7M	0.0%	+22.09%	34
UBS Group AG	Decreased	17,382(-1.8%)	$3.5M	0.0%	+59.28%	0
Private Advisor Group, LLC	Decreased	13,730(-3.2%)	$2.7M	0.0%	+89.72%	0
STIFEL FINANCIAL CORP	Increased	13,569(+3.8%)	$2.7M	0.0%	+50.11%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	11,048(-62.7%)	$2.2M	0.0%	+16.72%	0

Showing 1-20 of 45

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FADFIRST TR EXCHANGE-TRADED ALP

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer