FIRST TR EXCH TRD ALPHDX FD

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FSZ·33737J232·US·ETF·Unknown - Unknown-13D/G

FSZ (FIRST TR EXCH TRD ALPHDX FD) is held by 14 institutional investors as of Q1 2026. Largest holders: Vontobel Holding Ltd. ($8.8M), CITADEL ADVISORS LLC ($2.2M), JANE STREET GROUP, LLC ($2M). Net institutional sentiment: Mixed.

14

Holders

Avg rating(3 Elite)

$17M

Total Value

54% (16)

Fund Consensus

7 buying - 6 selling

Smart Money Verdict

View all

Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Holder Quality

★★★★★

Elite

★★★★

Strong

★★★

Solid

★★

Below

★

Weak

Held by 14 funds

3 elite

Who's Trading

ActivistFTFirst Trust Portfolios L.P.40.8%Oct 22, 2025

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (14)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Vontobel Holding Ltd.	Decreased	110,790(-0.3%)	$8.8M	0.0%	+38.31%	0
CITADEL ADVISORS LLC	New	28,014	$2.2M	0.0%	-0.78%	36
JANE STREET GROUP, LLC	Decreased	25,464(-23.0%)	$2M	0.0%	+17.75%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	12,760(+56.9%)	$1M	0.0%	+7.54%	36
MORGAN STANLEY	Decreased	12,293(-79.7%)	$975,140	0.0%	+25.04%	0
STIFEL FINANCIAL CORP	Unchanged	6,534	$518,280	0.0%	+72.55%	0
LPL Financial LLC	Increased	5,773(+3.0%)	$457,899	0.0%	+27.73%	25
Beacon Pointe Advisors, LLC	New	5,614	$445,297	0.0%	-0.78%	33
RAYMOND JAMES FINANCIAL INC	New	4,135	$328,011	0.0%	-0.78%	33
UBS Group AG	Increased	1,022(+40.0%)	$81,066	0.0%	+15.18%	19
OSAIC HOLDINGS, INC.	Unchanged	1,012	$80,271	0.0%	+41.77%	0
ROYAL BANK OF CANADA	Unchanged	959	$76,000	0.0%	+14.02%	0
JPMORGAN CHASE & CO	Decreased	323(-45.6%)	$25,318	0.0%	+7.20%	0
ASSETMARK, INC	Increased	80(+566.7%)	$6,346	0.0%	-0.32%	17
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$161,382	0.0%	+3.20%	0
US BANCORP \DE\	Exited	0(-100.0%)	$10,732	0.0%	+3.20%	0

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

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer