Who Owns FIRST TR EXCHNG (FJUN)? -- Institutional Holders (2026-06-30)

166 institutions reported holding $337.7M of FIRST TR EXCHNG (FJUN) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($33.6M), Cetera Investment Advisers ($23.4M), COMMONWEALTH EQUITY SERVICES, LLC ($17.8M), ASSETMARK, INC ($16.3M), Atria Investments, Inc ($15.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$33.6M560,836Added
2Cetera Investment Advisers$23.4M390,534Added
3COMMONWEALTH EQUITY SERVICES, LLC$17.8M297,435Added
4ASSETMARK, INC$16.3M272,104Added
5Atria Investments, Inc$15.0M250,168Added
6LPL Financial LLC$14.6M243,513Added
7RAYMOND JAMES FINANCIAL INC$12.1M202,177Trimmed
8Keystone Wealth Services, LLC$10.6M176,510Trimmed
9OSAIC HOLDINGS, INC.$9.6M160,253Added
10Legacy Capital Wealth Partners, LLC$9.0M150,577Added
11Kestra Advisory Services, LLC$7.9M132,079Added
12Rockefeller Capital Management L.P.$7.2M120,643Added
13Mariner, LLC$7.1M118,687Trimmed
14MML INVESTORS SERVICES, LLC$5.6M93,057Added
15Cambridge Investment Research Advisors, Inc.$5.5M92,306Trimmed
16BAM Wealth Management, LLC$5.5M92,263New
17CreativeOne Wealth, LLC$4.3M71,442Added
18Avantra Family Wealth, Inc.$4.1M68,796Added
19Aptus Capital Advisors, LLC$4.1M68,550Added
20Financial Guidance Group, Inc.$4.1M67,603Trimmed
21REAP Financial Group, LLC$4.0M66,920Added
22Valtinson Bruner Financial Planning LLC$3.9M65,191Trimmed
23Foguth Wealth Management, LLC.$3.9M64,841Trimmed
24Fragasso Financial Advisors Inc$3.5M58,699Trimmed
25HARBOUR INVESTMENTS, INC.$3.2M53,661Added

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