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

23 institutions reported holding $6.4M of FIRST TR EXCHANGE-TRADED FD (DFII) in SEC 13F filings for 2026-06-30. Largest institutional holders: Insight Advisors, LLC/ PA ($2.1M), Cambridge Investment Research Advisors, Inc. ($1.4M), INDEPENDENT FINANCIAL GROUP, LLC ($624,219), Benson Wealth Management INC ($440,741), WINNOW WEALTH LLC ($284,045). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Insight Advisors, LLC/ PA$2.1M190,221Added
2Cambridge Investment Research Advisors, Inc.$1.4M128,693Added
3INDEPENDENT FINANCIAL GROUP, LLC$624,21956,135Trimmed
4Benson Wealth Management INC$440,74139,635Added
5WINNOW WEALTH LLC$284,04525,544New
6Kestra Advisory Services, LLC$221,61519,929Added
7SUSQUEHANNA INTERNATIONAL GROUP, LLP$196,22417,646New
8SteelPeak Wealth, LLC$180,97316,275Added
9Capital CS Group, LLC$179,71416,161Added
10JANE STREET GROUP, LLC$170,29215,314Trimmed
11ENVESTNET ASSET MANAGEMENT INC$126,82411,405Trimmed
12OLD MISSION CAPITAL LLC$120,94110,876Trimmed
13Western Wealth Management, LLC$119,58410,754Trimmed
14Cresset Asset Management, LLC$113,65710,221Trimmed
15HARBOUR INVESTMENTS, INC.$40,0323,600Added
16Archer Investment Corp$23,6862,130Added
17Capital Investment Advisory Services, LLC$14,4781,302Added
18UBS Group AG$12,8881,159New
19OSAIC HOLDINGS, INC.$5,571501Hold
20Triumph Capital Management$3,336300Hold
21CREATIVE FINANCIAL DESIGNS INC /ADV$2,780250New
22Andina Capital Management, LLC$00Exited
23Maridea Wealth Management LLC$00Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30