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

37 institutions reported holding $69.5M of FIRST TR EXCHANGE TRADED FD (FID) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($18.7M), Wagner Wealth Management, LLC ($17.6M), Hobart Private Capital, LLC ($6.5M), ENVESTNET ASSET MANAGEMENT INC ($5.5M), D.A. DAVIDSON & CO. ($5.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$18.7M870,576Added
2Wagner Wealth Management, LLC$17.6M820,933Added
3Hobart Private Capital, LLC$6.5M302,122Added
4ENVESTNET ASSET MANAGEMENT INC$5.5M255,753Trimmed
5D.A. DAVIDSON & CO.$5.3M248,015Added
6BlueChip Wealth Advisors LLC$2.5M117,760Added
7Signal Advisors Wealth, LLC$1.9M86,686Added
8Concurrent Investment Advisors, LLC$1.7M79,588Added
9Gateway Wealth Partners, LLC$1.6M76,542Trimmed
10Envestnet Portfolio Solutions, Inc.$1.4M65,244Trimmed
11Kestra Advisory Services, LLC$1.3M58,250Trimmed
12BENJAMIN EDWARDS INC$929,89343,334Trimmed
13Formidable Asset Management, LLC$904,90443,204Added
14WEDBUSH SECURITIES INC$747,00034,825New
15Lansing Street Advisors$741,14734,537Added
16PRINCIPAL SECURITIES, INC.$490,43822,854Hold
17COMMONWEALTH EQUITY SERVICES, LLC$377,20017,577Trimmed
18Atria Investments, Inc$345,18016,085Trimmed
19IAMS WEALTH MANAGEMENT, LLC$214,3659,989Trimmed
20VAQUERO PRIVATE WEALTH, LTD$201,9539,411New
21AE Wealth Management LLC$97,8454,560Added
22IFP Advisors, Inc$91,5474,266Added
23REAP Financial Group, LLC$74,6683,479Added
24Darwin Wealth Management, LLC$67,7203,155Trimmed
25INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$52,2282,448New

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