Who Owns FIRST TR EXCHNG TRADED FD V (DAUG)? -- Institutional Holders (2026-06-30)

124 institutions reported holding $153.7M of FIRST TR EXCHNG TRADED FD V (DAUG) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($16.8M), MinichMacGregor Wealth Management, LLC ($10.0M), ENVESTNET ASSET MANAGEMENT INC ($9.7M), LPL Financial LLC ($8.9M), Hartford Financial Management Inc. ($7.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	COMMONWEALTH EQUITY SERVICES, LLC	$16.8M	358,724	Trimmed
2	MinichMacGregor Wealth Management, LLC	$10.0M	212,745	Added
3	ENVESTNET ASSET MANAGEMENT INC	$9.7M	207,125	Added
4	LPL Financial LLC	$8.9M	190,083	Added
5	Hartford Financial Management Inc.	$7.6M	162,249	Added
6	Cetera Investment Advisers	$6.8M	145,038	Added
7	OSAIC HOLDINGS, INC.	$5.3M	113,974	Added
8	REAP Financial Group, LLC	$4.6M	99,211	Trimmed
9	SNS Financial Group, LLC	$4.4M	94,504	New
10	Horizon Investments, LLC	$3.9M	83,232	Trimmed
11	FOUNDERS FINANCIAL SECURITIES LLC	$3.9M	83,232	Added
12	Kestra Advisory Services, LLC	$3.8M	81,164	Trimmed
13	Sage Capital Advisors,llc	$2.9M	61,759	Trimmed
14	Mariner, LLC	$2.8M	59,938	Trimmed
15	Prosperity Consulting Group, LLC	$2.8M	59,449	Trimmed
16	Cambridge Investment Research Advisors, Inc.	$2.8M	58,721	Trimmed
17	Mission Financial Group, LLC	$2.3M	49,017	Added
18	Ritter Daniher Financial Advisory LLC / DE	$2.2M	47,252	Trimmed
19	HARBOUR INVESTMENTS, INC.	$2.0M	43,194	Added
20	Janney Montgomery Scott LLC	$1.9M	41,618	Trimmed
21	MML INVESTORS SERVICES, LLC	$1.8M	39,361	Added
22	LifeWealth Investments, LLC	$1.7M	37,090	Trimmed
23	Wood Tarver Financial Group, LLC	$1.7M	36,670	Trimmed
24	Ameritas Advisory Services, LLC	$1.6M	33,696	Added
25	RAYMOND JAMES FINANCIAL INC	$1.5M	31,896	Added

Source: SEC Form 13F filings · as of 2026-06-30