Who Owns FIRST TR EXCHANGE TRADED FD (TDIV)? -- Institutional Holders (2026-03-31)
418 institutions reported holding $2.09B of FIRST TR EXCHANGE TRADED FD (TDIV) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($262.3M), MORGAN STANLEY ($171.1M), BANK OF AMERICA CORP /DE/ ($139.1M), RAYMOND JAMES FINANCIAL INC ($131.0M), WELLS FARGO & COMPANY/MN ($128.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $262.3M | 2.8M | Trimmed |
| 2 | MORGAN STANLEY | $171.1M | 1.8M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $139.1M | 1.5M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $131.0M | 1.4M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $128.5M | 1.4M | Trimmed |
| 6 | UBS Group AG | $99.9M | 1.1M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $71.8M | 766,821 | Trimmed |
| 8 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $64.4M | 687,584 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $51.8M | 553,555 | Added |
| 10 | Royal Bank of Canada | $50.7M | 541,365 | Trimmed |
| 11 | Cetera Investment Advisers | $45.9M | 489,789 | Trimmed |
| 12 | Aprio Wealth Management, LLC | $36.4M | 388,906 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $36.0M | 383,856 | Added |
| 14 | OSAIC HOLDINGS, INC. | $33.1M | 352,985 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $27.9M | 297,840 | Trimmed |
| 16 | Creative Planning | $25.3M | 269,946 | Added |
| 17 | Flaharty Asset Management, LLC | $24.7M | 263,542 | Trimmed |
| 18 | PARK NATIONAL CORP /OH/ | $24.4M | 260,389 | Trimmed |
| 19 | &PARTNERS | $23.4M | 249,735 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $23.2M | 247,180 | Trimmed |
| 21 | IFP Advisors, Inc | $17.8M | 189,828 | Added |
| 22 | ASSETMARK, INC | $17.3M | 184,218 | Added |
| 23 | Kestra Advisory Services, LLC | $17.2M | 183,492 | Added |
| 24 | BENJAMIN EDWARDS INC | $17.0M | 181,348 | Added |
| 25 | Janney Montgomery Scott LLC | $15.4M | 164,839 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31