# FIRST TR EXCHANGE-TRADED FD FINLS ALPHADEX

FIRST TR EXCHANGE-TRADED FD FINLS ALPHADEX is a security (CUSIP 33734X135) tracked across SEC portfolio filings. 236 institutional managers reported $657.7M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $22.0M via N-PORT as of 2021-10-31.

## Summary

- Issuer: FIRST TR EXCHANGE-TRADED FD
- Class: FINLS ALPHADEX
- CUSIP: 33734X135
- Asset category: EC
- 13F holders: 236
- 13F value: $657.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $22.0M
- N-PORT report: 2021-10-31

## Top institutional holders (Form 13F)

_Showing 15 of 236 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $103.0M | 1,832,524 |
| MORGAN STANLEY | NEW YORK, NY | $87.8M | 1,563,296 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $57.1M | 1,015,427 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $50.4M | 897,360 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $26.3M | 467,381 |
| UBS Group AG | Zurich, V8 | $22.8M | 405,597 |
| O'Dell Group, LLC | CINCINNATI, OH | $18.0M | 303,770 |
| [WCG Wealth Advisors LLC](https://search.stillhousedata.com/firm/173194) | LAS VEGAS, NV | $17.1M | 303,823 |
| [CAPITAL PERFORMANCE ADVISORS LLP](https://search.stillhousedata.com/firm/108052) | WALNUT CREEK, CA | $14.2M | 252,883 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $14.2M | 252,098 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $12.1M | 193,074 |
| Royal Bank of Canada | TORONTO, A6 | $11.9M | 212,085 |
| [TWO SIGMA INVESTMENTS, LP](https://search.stillhousedata.com/firm/137137) | New York, NY | $11.5M | 204,100 |
| TradeWell Securities, LLC. | Fort Wayne, IN | $10.1M | 161,354 |
| [PERRYMAN FINANCIAL ADVISORY INC /AD](https://search.stillhousedata.com/firm/107653) | DALLAS, TX | $9.8M | 156,419 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [CLS Global Diversified Equity Fund](https://search.stillhousedata.com/fund/S000010752) | AdvisorOne Funds | $22.0M | 640.79% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33734X135.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.