Who Owns FIRST TR EXCHANGE-TRADED ALP (FYC)? -- Institutional Holders (2026-06-30)

89 institutions reported holding $221.7M of FIRST TR EXCHANGE-TRADED ALP (FYC) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($24.6M), Cambridge Investment Research Advisors, Inc. ($24.3M), ECLECTIC ASSOCIATES INC /ADV ($20.2M), NEW WAVE WEALTH ADVISORS LLC ($13.0M), Integrity Advisory Solutions, LLC ($12.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$24.6M193,051Added
2Cambridge Investment Research Advisors, Inc.$24.3M190,923Added
3ECLECTIC ASSOCIATES INC /ADV$20.2M158,288Trimmed
4NEW WAVE WEALTH ADVISORS LLC$13.0M102,390Added
5Integrity Advisory Solutions, LLC$12.7M99,486Added
6Concurrent Investment Advisors, LLC$12.6M99,023Trimmed
7IFP Advisors, Inc$11.6M90,820Added
8Bedel Financial Consulting, Inc.$9.9M78,032Added
9Richmond Investment Services, LLC$9.8M77,150Trimmed
10Warner Group LLC$8.1M63,773Added
11COMMONWEALTH EQUITY SERVICES, LLC$6.8M53,629Added
12GREENUP STREET WEALTH MANAGEMENT LLC$5.3M41,634Added
13Redhawk Wealth Advisors, Inc.$5.1M39,716New
14Paller Financial Services Inc$3.9M30,264Trimmed
15CARY STREET PARTNERS FINANCIAL LLC$3.5M27,275New
16StoryOne LLC$2.9M22,632New
17Kestra Advisory Services, LLC$2.7M21,469Added
18Certified Advisory Corp$2.5M19,569Trimmed
19TRUIST FINANCIAL CORP$2.5M19,329Added
20MTM Investment Management, LLC$2.0M15,403Trimmed
21VISTA INVESTMENT PARTNERS II, LLC$2.0M15,375Added
22Ashton Thomas Private Wealth, LLC$1.6M12,441Added
23Gladstone Institutional Advisory LLC$1.5M12,021Added
24Brookwood Investment Group LLC$1.5M11,617Trimmed
25MONEYWISE, INC.$1.5M11,484Trimmed

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