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

107 institutions reported holding $861.3M of FIRST TR EXCHANGE-TRADED FD (FTCB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($105.2M), LVZ, Inc. ($67.6M), Cambridge Investment Research Advisors, Inc. ($63.6M), Bouchey Financial Group Ltd ($61.1M), STEPHENS INC /AR/ ($41.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$105.2M5.0MTrimmed
2LVZ, Inc.$67.6M3.2MAdded
3Cambridge Investment Research Advisors, Inc.$63.6M3.1MAdded
4Bouchey Financial Group Ltd$61.1M2.9MAdded
5STEPHENS INC /AR/$41.8M2.0MAdded
6Kestra Advisory Services, LLC$36.1M1.7MAdded
7Seascape Capital Management$30.7M1.5MAdded
8Centennial Wealth Advisory LLC$29.6M1.4MAdded
9Cyndeo Wealth Partners, LLC$25.8M1.2MAdded
10BENJAMIN EDWARDS INC$25.8M1.2MAdded
11Pine Valley Investments Ltd Liability Co$25.1M1.2MAdded
12Private Advisor Group, LLC$23.6M1.1MAdded
13First Heartland Consultants, Inc.$20.7M991,947Added
14Prospera Financial Services Inc$19.9M954,758Trimmed
15Wealth Intelligence, LLC$18.7M895,036Trimmed
16COMMONWEALTH EQUITY SERVICES, LLC$17.2M822,954Added
17CONSOLIDATED CAPITAL MANAGEMENT, LLC$16.4M787,315Added
18ASSETMARK, INC$15.5M743,446Added
19APS Management Group, Inc.$11.5M553,470Added
20Mach-1 Financial Group, LLC$11.4M544,300Trimmed
21SUMMIT WEALTH GROUP LLC / CO$10.7M512,764Added
22HBW ADVISORY SERVICES LLC$10.6M506,037Added
23MGO ONE SEVEN LLC$10.2M488,930Added
24Dynamic Advisor Solutions LLC$9.1M436,038Trimmed
25SageGuard Financial Group, LLC$8.7M415,207Added

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