FIRST TR EXCHANGE-TRADED FD
CUSIP 33733E732
First Tr Exchange-Traded Fd has 170 institutional holders in Filings Flow’s 13F database, together reporting 54.90M shares worth $899M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Fiduciary Trust Co, and Raymond James Financial Inc.
Institutional Holders
170
Q1 2026
Reported Value
$899M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ferguson Shapiro LLC$342M AUM | 6.87% | $23M | 1.20M | Q2 2026 |
| Prism Advisors, Inc.$375M AUM | 5.12% | $19M | 1.14M | Q1 2026OLDER |
| Oxford Wealth Group, LLC$183M AUM | 3.22% | $6M | 351.4K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 2.82% | $8M | 477.3K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 2.80% | $5M | 321.4K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 2.11% | $5M | 287.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 1.97% | $32M | 1.89M | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 1.84% | $26M | 1.55M | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 1.57% | $10M | 593.1K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 1.34% | $10M | 585.2K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 1.24% | $3M | 200.2K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 1.09% | $2M | 100.3K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 1.05% | $1M | 74.8K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.99% | $6M | 294.0K | Q2 2026 |
| Uniting Wealth Partners, LLC$470M AUM | 0.95% | $4M | 266.3K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.91% | $1M | 54.2K | Q2 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.88% | $13M | 767.3K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.80% | $2M | 130.2K | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 0.74% | $980,258 | 58.5K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.74% | $13M | 785.9K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.73% | $62M | 3.69M | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.63% | $1M | 75.4K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.58% | $891,678 | 53.2K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.54% | $5M | 282.3K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.49% | $756,134 | 45.1K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.49% | $552,488 | 32.9K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.46% | $2M | 130.4K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 0.46% | $1M | 69.2K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.42% | $525,725 | 26.9K | Q2 2026 |
| PSI Advisors, LLC$418M AUM | 0.39% | $2M | 97.5K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.39% | $4M | 217.4K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.39% | $616,288 | 31.5K | Q2 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.36% | $642,794 | 38.3K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.32% | $3M | 145.7K | Q2 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.31% | $2M | 143.4K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.29% | $1M | 65.9K | Q2 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.27% | $1M | 79.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.26% | $9M | 556.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.26% | $8M | 488.7K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.26% | $743,028 | 44.3K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.23% | $1M | 70.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.22% | $12M | 744.6K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.22% | $1M | 65.0K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.22% | $1M | 60.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.21% | $10M | 603.2K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.20% | $6M | 339.0K | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 0.20% | $244,842 | 14.6K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.19% | $2M | 106.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.18% | $15M | 920.3K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.18% | $6M | 322.9K | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.17% | $2M | 133.4K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.17% | $241,890 | 14.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.16% | $15M | 905.6K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.16% | $206,925 | 12.3K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.16% | $259,415 | 15.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.16% | $43M | 2.58M | Q2 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.16% | $2M | 92.5K | Q4 2025OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.15% | $255,323 | 15.2K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.14% | $304,633 | 16.3K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.14% | $2M | 91.5K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.13% | $1M | 74.6K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.12% | $632,900 | 37.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.11% | $7M | 402.7K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.10% | $4M | 210.8K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.09% | $3M | 158.3K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.08% | $3M | 161.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 233.3K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.08% | $197,936 | 11.8K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.08% | $153,664 | 9.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $5M | 289.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.07% | $26M | 1.54M | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $3M | 197.2K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.07% | $172,043 | 10.3K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.06% | $5M | 326.0K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.06% | $2M | 103.1K | Q2 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.06% | $252,590 | 15.1K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.06% | $779,618 | 46.5K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.06% | $3M | 153.4K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.04% | $233,181 | 13.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $5M | 272.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.04% | $4M | 223.6K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.04% | $659,698 | 39.3K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $538,385 | 31.7K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.04% | $2M | 109.4K | Q2 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.04% | $356,362 | 21.1K | Q3 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $253,713 | 15.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $7M | 413.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 525.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $911,517 | 54.4K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.03% | $2M | 104.0K | Q2 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.03% | $107,236 | 6.4K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.03% | $107,236 | 6.4K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $383,211 | 22.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $15M | 872.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $17M | 993.0K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.03% | $597,650 | 35.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $101M | 6.04M | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.03% | $1M | 70.9K | Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $344,033 | 20.2K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $404,392 | 24.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 83.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $18M | 1.06M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 241.6K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.02% | $1M | 78.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $61M | 3.66M | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $18M | 1.05M | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $234,512 | 14.0K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $145,798 | 8.7K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $29,046 | 1.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $49,287 | 2.9K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $415,284 | 24.8K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $219,603 | 13.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $396,542 | 23.6K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $1M | 72.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $295,991 | 17.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 79.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $10M | 574.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 197.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 521.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $951,949 | 56.8K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $552,337 | 32.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $12M | 728.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 121.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 579.3K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $30,018 | 1.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $183,112 | 10.9K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $32,064 | 1.9K | Q4 2025OLDER |
| GoalVest Advisory LLC$539M AUM | 0.01% | $50,197 | 2.6K | Q2 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $60,372 | 3.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $46M | 2.74M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $41M | 2.45M | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $629,571 | 37.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $100,242 | 6.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $22M | 1.33M | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $802,424 | 47.8K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $25,155 | 1.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 64.6K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.00% | $5,510 | 329 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $25,226 | 1.5K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 101.5K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $641,805 | 38.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $371,053 | 22.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $275,779 | 16.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $322,454 | 19.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $301,726 | 18.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $178,414 | 10.6K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $4,645 | 277 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $499,086 | 29.8K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $9,610 | 573 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $20M | 1.20M | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $28,844 | 1.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $307,746 | 18.4K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $292,490 | 17.4K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $170,774 | 10.1K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $809,085 | 48.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $383,428 | 22.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $10,900 | 650 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $21,633 | 1.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $15,040 | 933 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $25,719 | 1.5K | Q4 2025OLDER |
| Compass Financial Services Inc$231M AUM | 0.00% | $851 | 50 | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $14,255 | 850 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 166.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $3,504 | 206 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $282,273 | 16.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $572,192 | 34.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $212,174 | 12.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $22,689 | 1.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $362,618 | 21.6K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $6,859 | 409 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $476,820 | 29.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,806 | 704 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,996 | 119 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $77,990 | 4.6K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,310 | 257 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $2,633 | 157 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $453 | 27 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.