Who Owns FIRST TR EXCHANGE-TRADED FD (FTCB)? -- Institutional Holders (2026-03-31)

203 institutions reported holding $1.71B of FIRST TR EXCHANGE-TRADED FD (FTCB) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($315.7M), MORGAN STANLEY ($146.2M), ENVESTNET ASSET MANAGEMENT INC ($107.6M), LVZ, Inc. ($67.9M), HARBOUR INVESTMENTS, INC. ($58.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$315.7M15.1MAdded
2MORGAN STANLEY$146.2M7.0MAdded
3ENVESTNET ASSET MANAGEMENT INC$107.6M5.1MAdded
4LVZ, Inc.$67.9M3.2MAdded
5HARBOUR INVESTMENTS, INC.$58.2M2.8MAdded
6Cetera Investment Advisers$57.7M2.8MAdded
7STIFEL FINANCIAL CORP$51.1M2.4MAdded
8STEPHENS INC /AR/$41.9M2.0MAdded
9Bouchey Financial Group Ltd$39.8M1.9MNew
10Kestra Advisory Services, LLC$34.8M1.7MAdded
11&PARTNERS$31.4M1.5MAdded
12Cambridge Investment Research Advisors, Inc.$30.9M1.5MAdded
13Seascape Capital Management$29.7M1.4MTrimmed
14Prospera Financial Services Inc$26.0M1.2MAdded
15FIRST TRUST ADVISORS LP$25.8M1.2MAdded
16OSAIC HOLDINGS, INC.$25.5M1.2MAdded
17Cyndeo Wealth Partners, LLC$25.3M1.2MAdded
18CITADEL ADVISORS LLC$25.0M1.2MAdded
19BENJAMIN EDWARDS INC$24.0M1.1MAdded
20Centennial Wealth Advisory LLC$22.8M1.1MAdded
21Private Advisor Group, LLC$22.2M1.1MAdded
22Evergreen Wealth Solutions, LLC$20.8M991,815Added
23First Heartland Consultants, Inc.$20.1M959,188Added
24Janney Montgomery Scott LLC$20.1M956,652Added
25Wealth Intelligence, LLC$19.7M942,180New

Source: SEC Form 13F filings · as of 2026-03-31