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

185 institutions reported holding $657.2M of FIRST TR EXCHANGE TRADED FD (FV) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($132.5M), Cambridge Investment Research Advisors, Inc. ($72.5M), Prospera Financial Services Inc ($45.2M), Concurrent Investment Advisors, LLC ($43.1M), D.A. DAVIDSON & CO. ($29.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$132.5M1.7MTrimmed
2Cambridge Investment Research Advisors, Inc.$72.5M954,883Added
3Prospera Financial Services Inc$45.2M596,001Trimmed
4Concurrent Investment Advisors, LLC$43.1M568,217Added
5D.A. DAVIDSON & CO.$29.9M393,649Trimmed
6ENVESTNET ASSET MANAGEMENT INC$27.5M362,245Trimmed
7BENJAMIN EDWARDS INC$21.7M285,409Trimmed
8Madrona Financial Services, LLC$19.3M254,309Added
9Private Advisor Group, LLC$18.9M248,682Trimmed
10Strid Group, LLC$14.2M187,639Trimmed
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.8M148,626Trimmed
12Ashton Thomas Private Wealth, LLC$9.8M129,312Trimmed
13MGO ONE SEVEN LLC$9.2M120,655Trimmed
14SkyOak Wealth, LLC$8.0M105,819Trimmed
15Gateway Wealth Partners, LLC$7.9M103,673Trimmed
16CITIGROUP INC$7.6M99,688Trimmed
17IFP Advisors, Inc$7.5M98,210Trimmed
18PFG Investments, LLC$7.1M92,939Added
19Kestra Advisory Services, LLC$6.4M84,352Trimmed
20TRUIST FINANCIAL CORP$5.8M75,921Trimmed
21ATWOOD & PALMER INC$5.6M73,527Trimmed
22Merit Financial Group, LLC$5.4M70,622Added
23Claro Advisors LLC$4.6M60,464Trimmed
24Farther Finance Advisors, LLC$4.5M59,829Added
25DAYMARK WEALTH PARTNERS, LLC$4.5M59,502Added

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