FEP institutional ownership changes in Q2 2026: 30 institutions opened or added positions, 21 trimmed or exited. FEP (FIRST TR EXCH TRD ALPHDX FD) is held by 49 institutional investors as of Q2 2026. Top institutional shareholders: First Trust Advisors LP ($65.4M), Morgan Stanley ($50.5M), LPL Financial LLC ($31.5M). Institutions were buying, on balance.
Who's Trading
Latest move
Source dates: Price Nov 6, 2026 · Insiders none · Activists Apr 14, 2026 · Congress none
Top Holders
| Action | ||||||
|---|---|---|---|---|---|---|
Increased | 1.1M(+6.1%) | $65.4M | 0.0% | +5.54% | 31 | |
Decreased | 884,638(-1.0%) | $50.5M | 0.0% | +36.88% | 0 | |
Increased | 552,847(+2.3%) | $31.5M | 0.0% | +46.23% | 29 | |
Increased | 298,459(+3.1%) | $17M | 0.0% | +101.88% | 29 | |
Increased | 280,860(+18.1%) | $16M | 0.0% | +24.06% | 33 | |
Decreased | 240,269(-0.4%) | $13.7M | 0.0% | +38.94% | 0 | |
Increased | 214,361(+4.8%) | $12.2M | 0.0% | +45.82% | 29 | |
New | 200,195 | $11.4M | 0.0% | -1.10% | 39 | |
Increased | 168,324(+9.8%) | $9.6M | 0.0% | +6.09% | 30 | |
Decreased | 162,938(-5.6%) | $9.3M | 0.0% | +40.69% | 0 | |
Decreased | 147,071(-0.3%) | $8.4M | 0.0% | +73.86% | 0 | |
Increased | 133,149(+8.1%) | $7.6M | 0.0% | +49.17% | 30 | |
Increased | 120,818 | $6.9M | 0.0% | +28.01% | 27 | |
Increased | 113,773(+4.1%) | $6.5M | 0.0% | +45.28% | 28 | |
Increased | 94,097(+1.9%) | $5.4M | 0.0% | +23.46% | 27 | |
Increased | 81,561(+8.6%) | $4.7M | 0.0% | +44.40% | 29 | |
Increased | 60,199(+0.8%) | $3.4M | 0.0% | +29.54% | 27 | |
Decreased | 48,550(-1.4%) | $2.8M | 0.0% | +106.82% | 0 | |
Increased | 47,652(+17.7%) | $2.7M | 0.0% | +4.48% | 31 | |
Increased | 46,272(+11.7%) | $2.6M | 0.0% | +40.34% | 29 |
Showing 1-20 of 53
| Filer | Stake | Filed |
|---|---|---|
| First Trust Portfolios L.P. | 12.8% |
FEPFIRST TR EXCH TRD ALPHDX FDContinue exploring
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EFAISHARES TRQuestions investors ask about FEP
Who owns FEP?
49 institutional investors held FEP on June 30, 2026, led by First Trust Advisors LP ($65.4M), Morgan Stanley ($50.5M) and LPL Financial LLC ($31.5M).
How many hedge funds hold FEP?
49 institutional investors reported FEP in their 13F filings for the quarter ended June 30, 2026, $306.4M in all. 4 of them are rated Elite.
Are institutions buying or selling FEP?
Buying, on balance. In Q2 2026, 30 institutions opened or added to positions in FEP and 21 institutions trimmed or exited.
Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer