Who Owns FIRST TR EXCHANGE-TRADED FD (DFII)? -- Institutional Holders (2026-06-30)

Name: FIRST TR EXCHANGE-TRADED FD (DFII) Institutional Holders (2026-06-30)
Creator: ko.io

24 institutions reported holding $6.4M of FIRST TR EXCHANGE-TRADED FD (DFII) in SEC 13F filings for 2026-06-30. Largest institutional holders: Insight Advisors, LLC/ PA ($2.1M), Cambridge Investment Research Advisors, Inc. ($1.4M), INDEPENDENT FINANCIAL GROUP, LLC ($624,219), Benson Wealth Management INC ($440,741), WINNOW WEALTH LLC ($284,045). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Insight Advisors, LLC/ PA	$2.1M	190,221	Added
2	Cambridge Investment Research Advisors, Inc.	$1.4M	128,693	Added
3	INDEPENDENT FINANCIAL GROUP, LLC	$624,219	56,135	Trimmed
4	Benson Wealth Management INC	$440,741	39,635	Added
5	WINNOW WEALTH LLC	$284,045	25,544	New
6	Kestra Advisory Services, LLC	$221,615	19,929	Added
7	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$196,224	17,646	New
8	SteelPeak Wealth, LLC	$180,973	16,275	Added
9	Capital CS Group, LLC	$179,714	16,161	Added
10	JANE STREET GROUP, LLC	$170,292	15,314	Trimmed
11	ENVESTNET ASSET MANAGEMENT INC	$126,824	11,405	Trimmed
12	OLD MISSION CAPITAL LLC	$120,941	10,876	Trimmed
13	Western Wealth Management, LLC	$119,584	10,754	Trimmed
14	Cresset Asset Management, LLC	$113,657	10,221	Trimmed
15	HARBOUR INVESTMENTS, INC.	$40,032	3,600	Added
16	Archer Investment Corp	$23,686	2,130	Added
17	Capital Investment Advisory Services, LLC	$14,478	1,302	Added
18	UBS Group AG	$12,888	1,159	New
19	Integrated Wealth Concepts LLC	$10,032	902	New
20	OSAIC HOLDINGS, INC.	$5,571	501	Hold
21	Triumph Capital Management	$3,336	300	Hold
22	CREATIVE FINANCIAL DESIGNS INC /ADV	$2,780	250	New
23	Andina Capital Management, LLC	$0	0	Exited
24	Maridea Wealth Management LLC	$0	0	Exited

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