Who Owns FIRST TR EXCHANGE-TRADED FD (DFII)? -- Institutional Holders (2026-03-31)
24 institutions reported holding $9.6M of FIRST TR EXCHANGE-TRADED FD (DFII) in SEC 13F filings for 2026-03-31. Largest institutional holders: Insight Advisors, LLC/ PA ($2.4M), Andina Capital Management, LLC ($1.8M), Cambridge Investment Research Advisors, Inc. ($1.7M), JANE STREET GROUP, LLC ($920,157), INDEPENDENT FINANCIAL GROUP, LLC ($867,535). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Insight Advisors, LLC/ PA | $2.4M | 181,464 | Added |
| 2 | Andina Capital Management, LLC | $1.8M | 138,929 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.7M | 127,224 | Added |
| 4 | JANE STREET GROUP, LLC | $920,157 | 69,192 | New |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $867,535 | 65,235 | Added |
| 6 | OLD MISSION CAPITAL LLC | $441,832 | 33,224 | New |
| 7 | Kestra Advisory Services, LLC | $242,344 | 18,223 | Added |
| 8 | Capital CS Group, LLC | $212,015 | 15,943 | Added |
| 9 | Maridea Wealth Management LLC | $193,987 | 14,587 | New |
| 10 | SteelPeak Wealth, LLC | $164,504 | 12,370 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $158,599 | 11,926 | New |
| 12 | Western Wealth Management, LLC | $146,936 | 11,049 | New |
| 13 | Cresset Asset Management, LLC | $142,410 | 10,709 | Added |
| 14 | Benson Wealth Management INC | $37,010 | 2,783 | Trimmed |
| 15 | HARBOUR INVESTMENTS, INC. | $34,576 | 2,600 | Added |
| 16 | Archer Investment Corp | $28,180 | 2,119 | Added |
| 17 | Capital Investment Advisory Services, LLC | $16,158 | 1,215 | New |
| 18 | OSAIC HOLDINGS, INC. | $6,663 | 501 | Hold |
| 19 | Triumph Capital Management | $3,990 | 300 | Hold |
| 20 | Larson Financial Group LLC | $0 | 0 | Exited |
| 21 | WINNOW WEALTH LLC | $0 | 0 | Exited |
| 22 | Prime Capital Investment Advisors, LLC | $0 | 0 | Exited |
| 23 | Steward Partners Investment Advisory, LLC | $0 | 0 | Exited |
| 24 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31