Who Owns FIRST TR EXCHANGE-TRADED FD (FRI)? -- Institutional Holders (2026-03-31)
78 institutions reported holding $110.6M of FIRST TR EXCHANGE-TRADED FD (FRI) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($29.1M), LPL Financial LLC ($16.2M), TCP Asset Management, LLC ($15.5M), Cetera Investment Advisers ($14.2M), Aft, Forsyth & Sober, LLC ($4.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $29.1M | 1.0M | Added |
| 2 | LPL Financial LLC | $16.2M | 570,398 | Trimmed |
| 3 | TCP Asset Management, LLC | $15.5M | 543,019 | Added |
| 4 | Cetera Investment Advisers | $14.2M | 497,818 | Added |
| 5 | Aft, Forsyth & Sober, LLC | $4.4M | 154,200 | Trimmed |
| 6 | UBS Group AG | $3.4M | 120,158 | Trimmed |
| 7 | True Blue Financial, LLC | $3.1M | 108,408 | Added |
| 8 | Chicago Partners Investment Group LLC | $2.3M | 76,885 | Trimmed |
| 9 | BENJAMIN EDWARDS INC | $2.3M | 80,659 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $2.2M | 77,754 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 49,768 | Added |
| 12 | Royal Bank of Canada | $1.4M | 49,614 | Trimmed |
| 13 | TWO SIGMA INVESTMENTS, LP | $1.3M | 46,600 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $1.3M | 44,591 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $954,897 | 33,553 | Trimmed |
| 16 | Maia Wealth LLC | $799,179 | 28,081 | Added |
| 17 | CX Institutional | $790,000 | 27,759 | Added |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $587,187 | 20,632 | Added |
| 19 | COTTONWOOD CAPITAL ADVISORS, LLC | $523,808 | 18,405 | Trimmed |
| 20 | AMERIPRISE FINANCIAL INC | $492,804 | 17,316 | Trimmed |
| 21 | HighTower Advisors, LLC | $480,324 | 16,877 | Added |
| 22 | Harvest Investment Services, LLC | $422,959 | 14,861 | Trimmed |
| 23 | Virtu Financial LLC | $403,000 | 14,143 | New |
| 24 | OSAIC HOLDINGS, INC. | $393,170 | 13,811 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $376,906 | 13,485 | Added |
Source: SEC Form 13F filings · as of 2026-03-31