FIRST TR EXCHANGE TRADED FD
CUSIP 33738R795
First Tr Exchange Traded Fd has 55 institutional holders in Filings Flow’s 13F database, together reporting 637.7K shares worth $24M as of Q2 2026. The largest reported holders are First Trust Advisors LP, Nilsine Partners, LLC, and Advisory Services Network, LLC.
Institutional Holders
55
Q2 2026
Reported Value
$808M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Nilsine Partners, LLC$1.3B AUM | 1.47% | $19M | 453.4K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.69% | $8M | 209.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.48% | $669M | 17.56M | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.44% | $1M | 32.6K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.32% | $1M | 30.6K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.29% | $563,363 | 14.8K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.25% | $2M | 42.3K | Q4 2025OLDER |
| Realta Investment Advisors$288M AUM | 0.25% | $709,152 | 18.6K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.21% | $717,954 | 18.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.20% | $15M | 385.7K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.16% | $736,095 | 19.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.12% | $1M | 36.2K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.12% | $656,445 | 17.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.09% | $3M | 76.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.07% | $14M | 367.5K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $993,899 | 25.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $15M | 383.0K | Q2 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.05% | $313,107 | 7.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 51.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $734,608 | 19.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 44.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $984,877 | 25.8K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $21,685 | 569 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $666,094 | 17.5K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $10M | 250.0K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $11,624 | 305 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 31.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $40,397 | 1.1K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $41,059 | 1.1K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 206.6K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $44,434 | 975 | Q2 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $22,675 | 647 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 185.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 252.6K | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $68,598 | 1.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 148.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $426,412 | 11.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $235,323 | 6.1K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 113.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $396,495 | 10.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 39.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $267,637 | 7.0K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $255,841 | 7.3K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $21,222 | 606 | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $5,813 | 150 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 43.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $200,058 | 5.2K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $241,541 | 6.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $265,894 | 7.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $15,244 | 400 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $56,623 | 1.5K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $5,602 | 147 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 35.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 65.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $666,368 | 18.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $326,183 | 8.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,811 | 100 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $4,992 | 131 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,134 | 56 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $27,287 | 716 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $386 | 11 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.