FIRST TR EXCH TRD ALPHDX FD

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FPA·33737J109·US·ETF-13D/G

FPA (FIRST TR EXCH TRD ALPHDX FD) is held by 18 institutional investors as of Q2 2026. Largest holders: FIRST TRUST ADVISORS LP ($63.4M), W1M Asset Management Ltd ($14.4M), &PARTNERS ($8M). Net institutional sentiment: Bullish.

18

Holders

$98.4M

Total Value

72% (18)

Consensus

13 buying - 5 selling

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

Smart Money Verdict

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Institutional (13F)79

Insider (Form 4)33

Activist (13D/13G)68

Congressional (STOCK Act)68

Holder Quality

82

★★★★★

Elite

28

★★★★

Strong

10

★★★

Solid

48

★★

Below

77

★

Weak

Held by 18 funds

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Jul 7, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.50.5%Jul 7, 2026

ActivistFTFirst Trust Portfolios L.P.56.0%Jun 5, 2026

View all activist filings

Top Holders

Top Holders (18)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FIRST TRUST ADVISORS LP	New	1.2M	$63.4M	0.0%	-8.45%	41
W1M Asset Management Ltd	Increased	270,250(+5.8%)	$14.4M	0.1%	+27.20%	36
&PARTNERS	New	149,166	$8M	0.0%	-8.45%	38
LPL Financial LLC	Decreased	50,015(-6.4%)	$2.7M	0.0%	+36.21%	0
Rathbones Group PLC	Increased	45,737(+8.4%)	$2.4M	0.0%	+45.75%	28
JANE STREET GROUP, LLC	Increased	44,056(+704.8%)	$2.4M	0.0%	-6.23%	42
RAYMOND JAMES FINANCIAL INC	New	23,655	$1.3M	0.0%	-8.45%	35
Farther Finance Advisors, LLC	Decreased	21,233(-2.1%)	$1.1M	0.0%	+98.88%	0
CITADEL ADVISORS LLC	Decreased	15,743(-14.1%)	$842,565	0.0%	+32.73%	0
CIBC WORLD MARKET INC.	New	9,240	$494,525	0.0%	-8.45%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	8,479(-77.7%)	$453,796	0.0%	+56.80%	0
OSAIC HOLDINGS, INC.	Increased	6,748(+95.7%)	$361,063	0.0%	+12.17%	38
COMMONWEALTH EQUITY SERVICES, LLC	New	4,675	$250,210	0.0%	-8.45%	32
TRUIST FINANCIAL CORP	New	3,844	$205,754	0.0%	-8.45%	32
MORGAN STANLEY	Increased	2,954(+56.5%)	$158,110	0.0%	+36.60%	22
Steward Partners Investment Advisory, LLC	Unchanged	100	$5,352	0.0%	+36.28%	0
WELLS FARGO & COMPANY/MN	New	20	$1,070	0.0%	-8.45%	17
UBS Group AG	Exited	0(-100.0%)	$10,608	0.0%	+26.57%	0
ROYAL BANK OF CANADA	New	8	$0	0.0%	-8.45%	17

FPAFIRST TR EXCH TRD ALPHDX FD

1M3M6M1Y3Y5Y

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