91 institutions reported holding $140.3M of FIRST TR EXCHANGE-TRADED FD (FDM) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($17.6M), Chicago Partners Investment Group LLC ($16.8M), Private Advisory Group LLC ($15.5M), ARKANSAS FINANCIAL GROUP, INC. ($14.1M), Baird Financial Group, Inc. ($11.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $17.6M | 214,367 | Added |
| 2 | Chicago Partners Investment Group LLC | $16.8M | 192,065 | Added |
| 3 | Private Advisory Group LLC | $15.5M | 189,337 | Trimmed |
| 4 | ARKANSAS FINANCIAL GROUP, INC. | $14.1M | 164,639 | Trimmed |
| 5 | Baird Financial Group, Inc. | $11.4M | 139,406 | Added |
| 6 | MORGAN STANLEY | $7.8M | 94,507 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $6.7M | 81,786 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $4.6M | 55,873 | Added |
| 9 | HB Wealth Management, LLC | $3.7M | 45,000 | Hold |
| 10 | &PARTNERS | $3.5M | 42,823 | Trimmed |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $2.9M | 35,823 | Trimmed |
| 12 | Kendall Capital Management | $2.0M | 24,307 | Added |
| 13 | CITADEL ADVISORS LLC | $1.7M | 21,318 | Added |
| 14 | WESCAP Management Group, Inc. | $1.6M | 19,596 | Trimmed |
| 15 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 18,770 | Added |
| 16 | Bristlecone Value Partners, LLC | $1.3M | 15,458 | Trimmed |
| 17 | NORTHBRIDGE FINANCIAL GROUP, LLC | $1.3M | 14,439 | Trimmed |
| 18 | Urban Financial Advisory Corp | $1.2M | 14,844 | Added |
| 19 | Noble Family Wealth, LLC | $1.2M | 14,205 | Trimmed |
| 20 | BANK OF AMERICA CORP /DE/ | $1.1M | 13,085 | Trimmed |
| 21 | Texas Yale Capital Corp. | $1.1M | 12,815 | Added |
| 22 | Envision Financial LLC | $1.0M | 12,432 | Trimmed |
| 23 | UBS Group AG | $978,617 | 11,922 | Trimmed |
| 24 | Allworth Financial LP | $936,823 | 11,413 | Trimmed |
| 25 | Sanctuary Advisors, LLC | $924,989 | 11,269 | Added |
Source: SEC Form 13F filings · as of 2026-03-31