Who Owns FIRST TRUST (AFSM)? -- Institutional Holders (2026-03-31)

35 institutions reported holding $76.1M of FIRST TRUST (AFSM) in SEC 13F filings for 2026-03-31. Largest institutional holders: James J. Burns & Company, LLC ($18.1M), CWM, LLC ($13.9M), ENVESTNET ASSET MANAGEMENT INC ($6.6M), TRUIST FINANCIAL CORP ($6.3M), LPL Financial LLC ($6.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1James J. Burns & Company, LLC$18.1M551,235Added
2CWM, LLC$13.9M422,615Added
3ENVESTNET ASSET MANAGEMENT INC$6.6M200,984Added
4TRUIST FINANCIAL CORP$6.3M193,088Added
5LPL Financial LLC$6.0M182,365Added
6JPMORGAN CHASE & CO$4.3M136,237Added
7Cetera Investment Advisers$2.8M84,058Trimmed
8Federation des caisses Desjardins du Quebec$2.6M78,734Added
9MGO ONE SEVEN LLC$2.4M73,518Added
10U.S. Capital Wealth Advisors, LLC$2.1M63,919New
11Snowden Capital Advisors LLC$1.6M50,189Added
12Ethos Financial Group, LLC$1.5M45,344Added
13OSAIC HOLDINGS, INC.$1.5M45,126Trimmed
14Tower Research Capital LLC (TRC)$975,48229,686New
15Kestra Advisory Services, LLC$923,64728,109Added
16Crusonia Wealth Advisors LLC$617,78618,801Added
17ADVISORTRUST PARTNERS, LLC$563,94317,162Hold
18Moors & Cabot, Inc.$548,17116,682Added
19CITADEL ADVISORS LLC$464,14814,125New
20FSB PREMIER WEALTH MANAGEMENT, INC.$349,97610,651Added
21WORLD EQUITY GROUP, INC.$338,19610,292Added
22SMITH, MOORE & CO.$327,6479,971Added
23KESTRA PRIVATE WEALTH SERVICES, LLC$300,4149,142Added
24WEDBUSH SECURITIES INC$230,0007,000Hold
25RFG Advisory, LLC$225,9016,875New

Source: SEC Form 13F filings · as of 2026-03-31