Who Owns FIRST TR EXCHANGE TRADED FD (FTXG)? -- Institutional Holders (2026-03-31)
29 institutions reported holding $9.4M of FIRST TR EXCHANGE TRADED FD (FTXG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Journey Advisory Group, LLC ($2.6M), Clear Point Advisors Inc. ($1.4M), IHT Wealth Management, LLC ($1.3M), RAYMOND JAMES FINANCIAL INC ($708,751), Wakefield Asset Management LLLP ($708,331). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Journey Advisory Group, LLC | $2.6M | 116,359 | New |
| 2 | Clear Point Advisors Inc. | $1.4M | 28,968 | New |
| 3 | IHT Wealth Management, LLC | $1.3M | 58,481 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $708,751 | 32,017 | Added |
| 5 | Wakefield Asset Management LLLP | $708,331 | 31,998 | New |
| 6 | GOLDMAN SACHS GROUP INC | $604,155 | 27,292 | Trimmed |
| 7 | Royal Bank of Canada | $421,000 | 19,009 | Added |
| 8 | STIFEL FINANCIAL CORP | $308,718 | 13,946 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $306,432 | 13,801 | Trimmed |
| 10 | Fulcrum Equity Management | $252,747 | 11,418 | New |
| 11 | McAdam, LLC | $238,944 | 10,794 | New |
| 12 | LPL Financial LLC | $207,856 | 9,390 | Trimmed |
| 13 | MORGAN STANLEY | $197,191 | 8,907 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $62,637 | 2,829 | Trimmed |
| 15 | IFP Advisors, Inc | $41,838 | 1,890 | Hold |
| 16 | Banque Transatlantique SA | $29,442 | 1,330 | New |
| 17 | Parallel Advisors, LLC | $24,682 | 1,115 | New |
| 18 | Minot DeBlois Advisors LLC | $5,202 | 235 | Hold |
| 19 | Steward Partners Investment Advisory, LLC | $3,808 | 172 | New |
| 20 | Western Wealth Management, LLC | $2,441 | 110 | New |
| 21 | Sound Income Strategies, LLC | $2,296 | 104 | Hold |
| 22 | AE Wealth Management LLC | $1,948 | 88 | Trimmed |
| 23 | Princeton Global Asset Management LLC | $1,218 | 55 | New |
| 24 | Transamerica Financial Advisors, LLC | $356 | 16 | Hold |
| 25 | WELLS FARGO & COMPANY/MN | $20 | 1 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31