16 institutions reported holding $10.5M of FIRST TR EXCHANGE-TRADED FD (EMDM) in SEC 13F filings for 2026-03-31. Largest institutional holders: NAPLES GLOBAL ADVISORS, LLC ($2.0M), JANE STREET GROUP, LLC ($1.9M), OLD MISSION CAPITAL LLC ($1.4M), GeoWealth Management, LLC ($989,287), Cambridge Investment Research Advisors, Inc. ($907,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NAPLES GLOBAL ADVISORS, LLC | $2.0M | 58,276 | Added |
| 2 | JANE STREET GROUP, LLC | $1.9M | 53,710 | New |
| 3 | OLD MISSION CAPITAL LLC | $1.4M | 41,019 | Added |
| 4 | GeoWealth Management, LLC | $989,287 | 28,216 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $907,000 | 25,855 | New |
| 6 | OSAIC HOLDINGS, INC. | $737,886 | 21,048 | Added |
| 7 | Treasure Coast Financial Planning | $727,310 | 21,472 | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $567,956 | 16,199 | New |
| 9 | OneDigital Investment Advisors LLC | $492,925 | 14,059 | Trimmed |
| 10 | MML INVESTORS SERVICES, LLC | $444,401 | 12,675 | New |
| 11 | DAVENPORT & Co LLC | $208,574 | 5,949 | New |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $13,464 | 384 | Hold |
| 13 | ASSETMARK, INC | $11,500 | 328 | Hold |
| 14 | UBS Group AG | $4,277 | 122 | New |
| 15 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 16 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31