FIRST TR EXCHANGE-TRADED ALP

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FEX·33734K109·US·ETF·Unknown - Unknown

FEX (FIRST TR EXCHANGE-TRADED ALP) is held by 67 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($148.9M), LPL Financial LLC ($108.9M), WELLS FARGO & COMPANY/MN ($67M). Net institutional sentiment: Mixed.

67

Holders

(10 Elite)

$689.6M

Total Value

49% (65)

Consensus

32 buying - 33 selling

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

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)38

Activist (13D/13G)77

Congressional (STOCK Act)54

Holder Quality

80

★★★★★

Elite

78

★★★★

Strong

88

★★★

Solid

46

★★

Below

47

★

Weak

Held by 67 funds

10 elite

Who's Trading

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

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

Top Holders

Top Holders (67)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.1M(+0.5%)	$148.9M	0.0%	+44.88%	30
LPL Financial LLC	Decreased	778,330(-20.0%)	$108.9M	0.0%	+111.25%	0
WELLS FARGO & COMPANY/MN	Decreased	479,180(-10.7%)	$67M	0.0%	+58.98%	0
RAYMOND JAMES FINANCIAL INC	Increased	268,371(+6.4%)	$37.5M	0.0%	+31.10%	31
BANK OF AMERICA CORP /DE/	Decreased	224,857(-4.2%)	$31.5M	0.0%	+34.25%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	217,999(+2.0%)	$30.5M	0.0%	+118.25%	29
ROYAL BANK OF CANADA	Increased	185,960(+19.6%)	$26M	0.0%	+22.28%	34
UBS Group AG	Decreased	184,252(-0.0%)	$25.8M	0.0%	+135.86%	0
OSAIC HOLDINGS, INC.	Increased	175,394(+42.4%)	$24.5M	0.0%	+49.64%	38
TRUIST FINANCIAL CORP	Increased	156,941(+3.8%)	$22M	0.0%	+106.07%	30
&PARTNERS	Increased	137,868(+143.5%)	$18.5M	0.1%	+10.81%	46
Private Advisor Group, LLC	Increased	130,523(+39.8%)	$18.3M	0.1%	+60.68%	38
Cetera Investment Advisers	Increased	120,610(+2.1%)	$16.9M	0.0%	+69.22%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	86,559(+44.1%)	$12.1M	0.0%	+44.74%	38
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	59,540(+93.9%)	$8.3M	0.0%	+5.58%	44
US BANCORP \DE\	Decreased	57,599(-7.0%)	$8.1M	0.0%	+92.33%	0
Rockefeller Capital Management L.P.	Increased	47,635(+3.7%)	$6.7M	0.0%	+43.59%	28
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	48,559(-11.7%)	$6.7M	0.0%	+11.64%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	46,437(-12.7%)	$6.5M	0.0%	+41.07%	0
GOLDMAN SACHS GROUP INC	Decreased	42,213(-9.6%)	$5.9M	0.0%	+24.16%	0

Showing 1-20 of 69

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FEXFIRST 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