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

Name: FIRST TR EXCHANGE-TRADED FD (QQXT) Institutional Holders (2026-06-30)
Creator: ko.io

23 institutions reported holding $11.4M of FIRST TR EXCHANGE-TRADED FD (QQXT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($2.5M), BostonPremier Wealth LLC ($2.2M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), Paragon Private Wealth Management, LLC ($1.2M), TRUIST FINANCIAL CORP ($690,609). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Cambridge Investment Research Advisors, Inc.	$2.5M	25,170	Added
2	BostonPremier Wealth LLC	$2.2M	22,739	Added
3	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	12,238	Trimmed
4	Paragon Private Wealth Management, LLC	$1.2M	11,991	Added
5	TRUIST FINANCIAL CORP	$690,609	7,075	Trimmed
6	ENVESTNET ASSET MANAGEMENT INC	$614,215	6,292	Trimmed
7	Kesler, Norman & Wride, LLC	$537,138	5,503	Trimmed
8	Sound Income Strategies, LLC	$441,358	4,521	Trimmed
9	EQUITABLE TRUST CO	$351,415	3,600	Hold
10	HARMONY ASSET MANAGEMENT LLC	$312,955	3,206	Added
11	Kestra Advisory Services, LLC	$297,610	3,049	Added
12	INDEPENDENT FINANCIAL GROUP, LLC	$251,554	2,577	Trimmed
13	KESTRA PRIVATE WEALTH SERVICES, LLC	$249,042	2,551	Added
14	Kraft, Davis & Associates, LLC	$214,477	2,166	Hold
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$204,858	2,080	Hold
16	Nova Wealth Management, Inc.	$150,230	1,539	Added
17	HARBOR INVESTMENT ADVISORY, LLC	$62,557	641	Hold
18	CoreCap Advisors, LLC	$16,595	170	Hold
19	ASSETMARK, INC	$4,295	44	Hold
20	Bogart Wealth, LLC	$2,733	28	Hold
21	Capital Investment Advisory Services, LLC	$1,171	12	Hold
22	POM Investment Strategies, LLC	$1,074	11	Hold
23	Clear Creek Financial Management, LLC	$0	0	Exited

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