FTXGFIRST TR EXCHANGE TRADED FD
CUSIP 33738R852 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange Traded Fd (FTXG) has 27 institutional holders in Filings Flow’s 13F database, together reporting 397.4K shares worth $10M as of Q1 2026. The largest reported holders are Journey Advisory Group, LLC, Clear Point Advisors Inc., and Iht Wealth Management, LLC.
Institutional Holders
27
Q1 2026
Reported Value
$10M
Ticker
FTXG
Quarters Tracked
23
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Clear Point Advisors Inc.$129M AUM | 1.12% | $1M | 29.0K | Q1 2026 |
| Fulcrum Equity Management$136M AUM | 0.24% | $252,747 | 11.4K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 0.22% | $3M | 116.4K | Q1 2026 |
| Wakefield Asset Management LLLP$377M AUM | 0.19% | $708,331 | 32.0K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.09% | $1M | 48.3K | Q3 2025OLDER |
| Miller Global Investments, LLC$121M AUM | 0.03% | $35,855 | 1.7K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 58.5K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.01% | $238,944 | 10.8K | Q1 2026 |
| Minot DeBlois Advisors LLC$110M AUM | 0.00% | $5,202 | 235 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $41,838 | 1.9K | Q1 2026 |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $29,442 | 1.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $306,432 | 13.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $24,682 | 1.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $308,718 | 13.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $708,751 | 32.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $60,028 | 2.9K | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $1,218 | 55 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $756,362 | 35.3K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2,296 | 104 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $747,577 | 33.7K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $62,637 | 2.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,441 | 110 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $421,000 | 19.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $604,155 | 27.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $207,856 | 9.4K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $356 | 16 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $335,580 | 16.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $3,808 | 172 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $83,311 | 4.0K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,948 | 88 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4,452 | 202 | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2,958 | 138 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $7 | 0 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $21 | 1 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $20 | 1 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $19 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.