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

61 institutions reported holding $68.3M of FIRST TR EXCHANGE TRADED FD (FTXO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($9.4M), ENVESTNET ASSET MANAGEMENT INC ($8.4M), TradeWell Securities, LLC. ($6.5M), Wagner Wealth Management, LLC ($6.2M), DAYMARK WEALTH PARTNERS, LLC ($5.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$9.4M226,366Added
2ENVESTNET ASSET MANAGEMENT INC$8.4M203,170Added
3TradeWell Securities, LLC.$6.5M156,933Trimmed
4Wagner Wealth Management, LLC$6.2M149,885Trimmed
5DAYMARK WEALTH PARTNERS, LLC$5.0M122,082Trimmed
6OPPENHEIMER & CO INC$4.1M100,384Added
7PFG Advisors$4.1M98,047Added
8TRUIST FINANCIAL CORP$3.4M81,354Trimmed
9ASSETMARK, INC$3.4M81,259Added
10Kestra Advisory Services, LLC$2.7M65,506Added
11Prospera Financial Services Inc$1.4M33,967Trimmed
12IFP Advisors, Inc$1.3M32,378Added
13Nilsine Partners, LLC$1.3M31,843Trimmed
14D.A. DAVIDSON & CO.$1.0M24,545Added
15Gateway Wealth Partners, LLC$907,06821,947Trimmed
16PUFF WEALTH MANAGEMENT, LLC$785,87419,015Trimmed
17AE Wealth Management LLC$720,38417,430Trimmed
18IAMS WEALTH MANAGEMENT, LLC$694,58616,805Trimmed
19HBW ADVISORY SERVICES LLC$686,54216,611Added
20Atria Investments, Inc$657,21715,902Trimmed
21Holistic Financial Partners$620,44615,012Trimmed
22COMMONWEALTH EQUITY SERVICES, LLC$604,62014,629Trimmed
23PARK AVENUE SECURITIES LLC$530,00012,818Added
24BENJAMIN EDWARDS INC$498,80412,070Trimmed
25Englebert Financial Advisers, LLC$410,8629,941Trimmed

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