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

273 institutions reported holding $1.02B of FIRST TR EXCHANGE-TRADED FD (FDL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($124.7M), ENVESTNET ASSET MANAGEMENT INC ($74.2M), COMMONWEALTH EQUITY SERVICES, LLC ($48.5M), Rockport Wealth LLC ($47.8M), Private Advisor Group, LLC ($47.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$124.7M2.6MAdded
2ENVESTNET ASSET MANAGEMENT INC$74.2M1.5MAdded
3COMMONWEALTH EQUITY SERVICES, LLC$48.5M997,443Added
4Rockport Wealth LLC$47.8M982,928Added
5Private Advisor Group, LLC$47.2M969,772Trimmed
6TRUIST FINANCIAL CORP$44.0M904,402Added
7Kestra Advisory Services, LLC$35.3M725,028Added
8TRUE Private Wealth Advisors$30.5M627,429Trimmed
9Southland Equity Partners LLC$27.3M561,017Added
10STEPHENS INC /AR/$26.9M553,057Added
11BEACON FINANCIAL GROUP$23.2M477,704Added
12D.A. DAVIDSON & CO.$22.6M464,193Added
13RFG Advisory, LLC$18.7M384,975Added
14MANCHESTER FINANCIAL INC$14.4M295,698Trimmed
15McAdam, LLC$13.7M281,475Added
16Summit Financial Wealth Advisors, LLC$12.8M263,650Added
17Hobart Private Capital, LLC$12.7M261,661Added
18Next Level Private LLC$12.2M251,170Trimmed
19Del-Sette Capital Management, LLC$11.9M245,466Trimmed
20Keeler Thomas Management LLC$11.9M244,574Added
21PERRYMAN FINANCIAL ADVISORY INC /AD$11.5M236,123Added
22Key Client Fiduciary Advisors, LLC$9.8M201,438Added
23J.W. COLE ADVISORS, INC.$8.8M180,846New
24Compass Financial Services Inc$8.4M173,592Added
25Mach-1 Financial Group, LLC$8.2M169,188Trimmed

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