SEC 13F Intelligence

Cambridge Investment Research Advisors, Inc. / FEX

Cambridge Investment Research Advisors, Inc.’s First Tr Exchange-Traded Alp Position

Does Cambridge Investment Research Advisors, Inc. own First Tr Exchange-Traded Alp (FEX)? Yes — 91.9K shares worth $11M (+0.03% of its 13F portfolio) as of Q1 2026, down from 105.1K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
91.9K
% of Portfolio
+0.03%
Quarters Held
30
currently held

Position History FEX

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $25MQ2 ’19: $16MQ3 ’19: $15MQ4 ’19: $8MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $23MQ2 ’23: $8MQ3 ’23: $9MQ4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ3 ’24: $10MQ4 ’24: $11MQ4 ’24Q1 ’25: $27MQ2 ’25: $10MQ3 ’25: $10MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.9K$11M+0.03%
Q4 2025105.1K$12M+0.03%
Q3 202586.9K$10M+0.03%
Q2 202588.5K$10M+0.03%
Q1 2025259.6K$27M+0.09%
Q4 2024102.1K$11M+0.04%
Q3 202497.4K$10M+0.03%
Q2 202498.6K$10M+0.04%
Q1 202498.3K$10M+0.04%
Q4 2023101.0K$9M+0.04%
Q3 2023112.1K$9M+0.04%
Q2 202395.1K$8M+0.04%
Q1 2023284.4K$23M+0.11%
Q4 202266.1K$5M+0.03%
Q3 202259.0K$4M+0.02%
Q2 202258.5K$4M+0.02%
Q1 202255.5K$5M+0.02%
Q4 202153.3K$5M+0.02%
Q3 202158.7K$5M+0.02%
Q2 202158.7K$5M+0.02%
Q1 202147.6K$4M+0.02%
Q4 202048.2K$4M+0.02%
Q3 202052.8K$3M+0.02%
Q2 202077.1K$5M+0.03%
Q1 202081.1K$4M+0.04%
Q4 2019115.7K$8M+0.06%
Q3 2019239.6K$15M+0.13%
Q2 2019256.4K$16M+0.14%
Q1 2019424.9K$25M+0.24%
Q4 2018288.2K$15M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cambridge Investment Research Advisors, Inc.’s full portfolio or all institutional holders of FEX.