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

98 institutions reported holding $191.1M of FIRST TR EXCHANGE TRADED FD (FMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($55.1M), MORGAN STANLEY ($16.7M), Cetera Investment Advisers ($14.0M), LPL Financial LLC ($11.6M), TCP Asset Management, LLC ($11.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FIRST TRUST ADVISORS LP$55.1M1.1MAdded
2MORGAN STANLEY$16.7M334,001Added
3Cetera Investment Advisers$14.0M279,690Trimmed
4LPL Financial LLC$11.6M231,259Trimmed
5TCP Asset Management, LLC$11.3M225,531Added
6Janney Montgomery Scott LLC$10.9M218,091Added
7ASSETMARK, INC$10.9M216,988Added
8Cambridge Investment Research Advisors, Inc.$6.0M119,088Added
9RFG Advisory, LLC$5.6M111,309Added
10ENVESTNET ASSET MANAGEMENT INC$4.3M86,484Trimmed
11Center For Asset Management LLC$3.9M76,954Added
12RAYMOND JAMES FINANCIAL INC$3.7M74,639Added
13IFP Advisors, Inc$3.2M62,877Added
14Simplicity Wealth,LLC$2.6M51,811Added
15OSAIC HOLDINGS, INC.$2.4M48,109Added
16JANE STREET GROUP, LLC$1.9M38,071Added
17CreativeOne Wealth, LLC$1.7M34,681Trimmed
18Concurrent Investment Advisors, LLC$1.7M33,713Trimmed
19Twelve Points Wealth Management LLC$1.7M32,986Added
20AE Wealth Management LLC$1.5M30,379Trimmed
21Beacon Capital Management, Inc.$1.5M30,031New
22Beta Wealth Group, Inc.$1.3M26,142Trimmed
23NewEdge Wealth, LLC$1.1M22,690Trimmed
24Fermata Advisors, LLC$1.0M20,101Added
25IAMS WEALTH MANAGEMENT, LLC$893,12517,819Trimmed

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