Who Owns FIRST TR EXCHANGE TRADED FD (FDNI)? -- Institutional Holders (2026-03-31)
30 institutions reported holding $35.0M of FIRST TR EXCHANGE TRADED FD (FDNI) in SEC 13F filings for 2026-03-31. Largest institutional holders: NewEdge Advisors, LLC ($16.7M), RAYMOND JAMES FINANCIAL INC ($4.0M), Warner Group LLC ($3.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.3M), Smart Portfolios, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NewEdge Advisors, LLC | $16.7M | 64,786 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.0M | 146,229 | Added |
| 3 | Warner Group LLC | $3.5M | 129,958 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 84,862 | Added |
| 5 | Smart Portfolios, LLC | $1.5M | 53,937 | Added |
| 6 | OSAIC HOLDINGS, INC. | $1.4M | 51,889 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $1.1M | 38,981 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $981,570 | 36,054 | Added |
| 9 | LPL Financial LLC | $954,780 | 35,070 | Trimmed |
| 10 | MILLENNIUM MANAGEMENT LLC | $704,447 | 25,875 | Trimmed |
| 11 | Mariner, LLC | $351,066 | 12,895 | Added |
| 12 | GTS SECURITIES LLC | $324,549 | 11,921 | Trimmed |
| 13 | Financial Engines Advisors L.L.C. | $307,452 | 11,293 | Hold |
| 14 | Royal Bank of Canada | $230,000 | 8,465 | Trimmed |
| 15 | Advisory Services Network, LLC | $170,387 | 6,258 | Trimmed |
| 16 | MORGAN STANLEY | $169,394 | 6,222 | Added |
| 17 | TWIN PEAKS WEALTH ADVISORS, LLC | $145,642 | 5,350 | New |
| 18 | ASSETMARK, INC | $105,415 | 3,872 | Trimmed |
| 19 | WELLS FARGO & COMPANY/MN | $45,778 | 1,681 | Trimmed |
| 20 | GILL CAPITAL PARTNERS, LLC | $17,533 | 644 | New |
| 21 | Sankala Group LLC | $17,499 | 657 | Trimmed |
| 22 | HARBOUR INVESTMENTS, INC. | $6,507 | 239 | Hold |
| 23 | Farther Finance Advisors, LLC | $598 | 22 | Hold |
| 24 | Transamerica Financial Advisors, LLC | $208 | 7 | Trimmed |
| 25 | Sigma Planning Corp | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31