FIRST TR EXCH TRD ALPHDX FD

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FGM·33737J190·US·ETF-13D/G

FGM (FIRST TR EXCH TRD ALPHDX FD) is held by 13 institutional investors as of Q2 2026. Largest holders: FIRST TRUST ADVISORS LP ($66M), &PARTNERS ($7.8M), RAYMOND JAMES FINANCIAL INC ($1M). Net institutional sentiment: Mixed.

13

Holders

(1 Elite)

$76.8M

Total Value

50% (12)

Consensus

6 buying - 6 selling

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

Smart Money Verdict

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Institutional (13F)57

Insider (Form 4)37

Activist (13D/13G)38

Congressional (STOCK Act)41

Holder Quality

61

★★★★★

Elite

49

★★★★

Strong

69

★★★

Solid

27

★★

Below

18

★

Weak

Held by 13 funds

1 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists Jul 27, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.67.1%Jul 27, 2026

ActivistFTFirst Trust Portfolios L.P.65.4%Jun 5, 2026

ActivistFTFirst Trust Portfolios L.P.51.4%Apr 27, 2026

View all activist filings

Top Holders

Top Holders (13)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FIRST TRUST ADVISORS LP	Increased	1M(+12.4%)	$66M	0.0%	-0.53%	33
&PARTNERS	Increased	122,858(+3.3%)	$7.8M	0.0%	-4.42%	28
RAYMOND JAMES FINANCIAL INC	Increased	16,230(+6.8%)	$1M	0.0%	+1.16%	27
CITADEL ADVISORS LLC	Decreased	11,448(-79.4%)	$726,597	0.0%	-2.74%	0
OSAIC HOLDINGS, INC.	Increased	5,812(+0.9%)	$368,806	0.0%	+3.28%	24
MORGAN STANLEY	Unchanged	5,507	$349,549	0.0%	+7.59%	0
Cetera Investment Advisers	Decreased	3,893(-16.5%)	$247,093	0.0%	-2.74%	0
WAWaverly Advisors, LLC	Unchanged	3,456	$219,350	0.0%	+49.97%	0
UBS Group AG	Increased	1,059(+837.2%)	$67,214	0.0%	-8.59%	23
Farther Finance Advisors, LLC	Unchanged	319	$20,247	0.0%	+41.16%	0
FMR LLC	Decreased	123(-0.8%)	$7,813	0.0%	-6.36%	0
ASSETMARK, INC	Unchanged	26	$1,650	0.0%	-6.39%	0
WELLS FARGO & COMPANY/MN	New	14	$889	0.0%	-9.25%	17
JPMORGAN CHASE & CO	Exited	0(-100.0%)	$12,217	0.0%	+3.15%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$627,727	0.0%	+20.71%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$1.8M	0.0%	+17.96%	0

FGMFIRST TR EXCH TRD ALPHDX FD

1M3M6M1Y3Y5Y

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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