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

47 institutions reported holding $64.0M of FIRST TR EXCHANGE-TRADED FD (FMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($11.9M), TCP Asset Management, LLC ($11.3M), ASSETMARK, INC ($10.9M), RFG Advisory, LLC ($5.6M), ENVESTNET ASSET MANAGEMENT INC ($4.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$11.9M238,176Added
2TCP Asset Management, LLC$11.3M225,531Added
3ASSETMARK, INC$10.9M216,988Added
4RFG Advisory, LLC$5.6M111,309Added
5ENVESTNET ASSET MANAGEMENT INC$4.3M86,484Trimmed
6Center For Asset Management LLC$3.9M76,954Added
7IFP Advisors, Inc$3.2M62,877Added
8Concurrent Investment Advisors, LLC$1.7M33,713Trimmed
9AE Wealth Management LLC$1.5M30,379Trimmed
10Beta Wealth Group, Inc.$1.3M26,142Trimmed
11Fermata Advisors, LLC$1.0M20,101Added
12IAMS WEALTH MANAGEMENT, LLC$893,12517,819Trimmed
13HBW ADVISORY SERVICES LLC$755,40915,072Added
14GeoWealth Management, LLC$743,92714,843Trimmed
15COMMONWEALTH EQUITY SERVICES, LLC$496,8629,913Trimmed
16Gateway Wealth Partners, LLC$447,2318,923Trimmed
17BlueChip Wealth Advisors LLC$422,5128,430Hold
18Apollon Wealth Management, LLC$414,9948,280Added
19First Heartland Consultants, Inc.$394,6457,874Added
20NOVEM GROUP$383,5547,653Added
21BENJAMIN EDWARDS INC$321,4556,414Trimmed
22PRIVATE CLIENT SERVICES, LLC$281,5245,617Trimmed
23Private Advisor Group, LLC$253,8355,065New
24Signal Advisors Wealth, LLC$236,9724,728Trimmed
25Rossby Financial, LCC$222,2324,434Trimmed

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