FEX · Insider trading · 13F holders · Congress trades
First Tr Exchange-Traded Alp (FEX)
Who is buying and selling FEX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 18
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FEX at a glance
- No open-market insider purchases or sales of FEX were filed in the last 90 days.
- 18 13F filers hold FEX among their 50 largest positions, worth $98.1M combined. The biggest bets by portfolio weight are Crusonia Wealth Advisors LLC (2.6%), Elevation Capital Advisory, LLC (2.5%) and Pinnacle Wealth Management Group, Inc. (2.2%).
- No member of Congress has disclosed a trade in FEX.
FEX insider trading
No open-market insider purchases or sales of FEX were filed in the last 90 days.
Who owns FEX? Hedge funds and superinvestors
18 13F filers hold FEX among their 50 largest positions, worth $98.1M combined. The biggest bets by portfolio weight are Crusonia Wealth Advisors LLC (2.6%), Elevation Capital Advisory, LLC (2.5%) and Pinnacle Wealth Management Group, Inc. (2.2%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLCWealth manager | 0.5% | $24.3M | 174,191 | -1.5% shares | Q2 2026 |
| Silver Oak Securities, IncorporatedWealth manager | 1.1% | $18.4M | 131,869 | -2.0% shares | Q2 2026 |
| Crusonia Wealth Advisors LLCWealth manager | 2.6% | $17.4M | 131,505 | -0.4% shares | Q3 2026 |
| Elevation Capital Advisory, LLCWealth manager | 2.5% | $6.3M | 47,440 | -43.9% shares | Q3 2026 |
| Triumph Capital ManagementWealth manager | 1.0% | $5.7M | 42,804 | -8.3% shares | Q3 2026 |
| Pinnacle Wealth Management Group, Inc.Wealth manager | 2.2% | $4.9M | 36,704 | — | Q3 2026 |
| KPP Advisory Services LLCWealth manager | 0.6% | $3.8M | 28,438 | -5.8% shares | Q3 2026 |
| Keystone Wealth Services, LLCWealth manager | 0.5% | $2.8M | 20,181 | +0.0% shares | Q2 2026 |
| TCFG Investment Advisors, LLCWealth manager | 0.9% | $2.7M | 20,485 | -4.7% shares | Q3 2026 |
| Tcfg Wealth Management, LLCWealth manager | 1.0% | $2.6M | 21,507 | +0.9% shares | Q1 2026 |
| Hershey Financial Advisers, LLCWealth manager | 1.3% | $1.8M | 12,816 | -3.1% shares | Q2 2026 |
| Morey & Quinn Wealth Partners, LLCWealth manager | 1.0% | $1.5M | 11,657 | -2.1% shares | Q3 2026 |
| Kaydan Wealth Management, Inc.Wealth manager | 0.5% | $1.4M | 10,388 | -1.7% shares | Q3 2026 |
| Rik Saylor Financial, Inc.Wealth manager | 0.9% | $1.3M | 9,370 | -0.0% shares | Q2 2026 |
| Wetzel Investment Advisors, Inc.Wealth manager | 0.4% | $1.2M | 9,129 | -2.3% shares | Q3 2026 |
| Farrell Financial LLCWealth manager | 0.6% | $1.1M | 8,506 | -0.1% shares | Q3 2026 |
| IFS Group,LLCWealth manager | 0.7% | $475K | 3,393 | — | Q2 2026 |
| Risk Paradigm Group, LLCInstitutional asset manager | 0.3% | $359K | 2,566 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 7, Q1 2026: 1). Screen FEX in the grand portfolio →
FEX stock trades by members of Congress
No member of Congress has disclosed a trade in FEX.
FEX questions and answers
Are insiders buying FEX stock?
No open-market insider purchases or sales of FEX were filed in the last 90 days.
Which hedge funds own FEX?
18 13F filers hold FEX among their 50 largest positions, worth $98.1M combined. The biggest bets by portfolio weight are Crusonia Wealth Advisors LLC (2.6%), Elevation Capital Advisory, LLC (2.5%) and Pinnacle Wealth Management Group, Inc. (2.2%).
Has Congress traded FEX?
No member of Congress has disclosed a trade in FEX.
Who is the largest holder of FEX?
Among 13F filers, HBK Sorce Advisory LLC reports the largest FEX position, $24.3M (174,191 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Crusonia Wealth Advisors LLC's: 2.6% of its portfolio.
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