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

169 institutions reported holding $456.5M of FIRST TR EXCHANGE-TRADED FD (FTSL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($39.6M), WELCH & FORBES LLC ($26.7M), Concurrent Investment Advisors, LLC ($26.6M), TL Private Wealth ($26.0M), Cambridge Investment Research Advisors, Inc. ($25.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$39.6M884,010Added
2WELCH & FORBES LLC$26.7M597,151Trimmed
3Concurrent Investment Advisors, LLC$26.6M593,455Added
4TL Private Wealth$26.0M579,910Added
5Cambridge Investment Research Advisors, Inc.$25.8M577,020Added
6Cyndeo Wealth Partners, LLC$21.0M469,326Added
7Capital Investment Counsel, LLC$19.7M439,221Trimmed
8Fairvoy Private Wealth, LLC$16.1M359,184Added
9DAVENPORT & Co LLC$10.5M235,032Added
10EXCHANGE TRADED CONCEPTS, LLC$10.4M232,110Added
11Nilsine Partners, LLC$9.5M212,769Added
12Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$9.2M206,573Added
13Blackhawk Capital Partners, LLC$8.8M197,172Added
14Clear Creek Financial Management, LLC$8.0M179,524Added
15Private Advisor Group, LLC$8.0M179,019Trimmed
16RPg Family Wealth Advisory, LLC$7.4M166,064Added
17COMMONWEALTH EQUITY SERVICES, LLC$7.2M161,876Trimmed
18Petix & Botte Co$6.4M143,213Added
19CoreCap Advisors, LLC$6.4M142,146Added
20Chicago Partners Investment Group LLC$6.3M140,891Added
21Asset Allocation & Management Company, LLC$6.2M138,670Added
22Fairway Financial, LLC$6.1M136,173Added
23Prospera Financial Services Inc$6.0M133,955Trimmed
24Kovack Advisors, Inc.$5.0M111,551Added
25Fifth Third Securities, Inc.$4.8M106,912Added

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