17 institutions reported holding $6.9M of FIRST TR EXCHANGE-TRADED FD (LTTI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Capital Investment Advisory Services, LLC ($1.3M), NATIONS FINANCIAL GROUP INC, /IA/ /ADV ($1.1M), Uniting Wealth Partners, LLC ($964,121), Brookstone Capital Management ($773,112), OneDigital Investment Advisors LLC ($568,393). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Capital Investment Advisory Services, LLC | $1.3M | 68,865 | Added |
| 2 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.1M | 59,952 | Trimmed |
| 3 | Uniting Wealth Partners, LLC | $964,121 | 51,365 | New |
| 4 | Brookstone Capital Management | $773,112 | 41,189 | Added |
| 5 | OneDigital Investment Advisors LLC | $568,393 | 30,282 | New |
| 6 | Maridea Wealth Management LLC | $368,568 | 19,636 | New |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $342,571 | 18,251 | New |
| 8 | JANE STREET GROUP, LLC | $289,940 | 15,447 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $285,590 | 15,215 | Added |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $234,625 | 12,500 | Hold |
| 11 | OLD MISSION CAPITAL LLC | $220,753 | 11,761 | Trimmed |
| 12 | Clear Creek Financial Management, LLC | $190,065 | 10,126 | Hold |
| 13 | CIBC WORLD MARKET INC. | $187,700 | 10,000 | New |
| 14 | NBC SECURITIES, INC. | $49,988 | 2,663 | Trimmed |
| 15 | NewEdge Advisors, LLC | $21,230 | 21,230 | Hold |
| 16 | SBI Securities Co., Ltd. | $3,379 | 180 | Added |
| 17 | Cetera Investment Advisers | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31