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

89 institutions reported holding $249.2M of FIRST TR EXCHANGE-TRADED (EDOW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($65.9M), Modern Wealth Management, LLC ($28.6M), LPL Financial LLC ($26.9M), Vestmark Advisory Solutions, Inc. ($25.1M), COMMONWEALTH EQUITY SERVICES, LLC ($10.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$65.9M	1.5M	Trimmed
2	Modern Wealth Management, LLC	$28.6M	648,710	New
3	LPL Financial LLC	$26.9M	609,457	Trimmed
4	Vestmark Advisory Solutions, Inc.	$25.1M	569,810	Hold
5	COMMONWEALTH EQUITY SERVICES, LLC	$10.8M	244,102	Added
6	UBS Group AG	$9.4M	212,804	Trimmed
7	Kirkwood Financial Services	$6.2M	140,147	New
8	ENVESTNET ASSET MANAGEMENT INC	$5.8M	131,091	Added
9	Cambridge Investment Research Advisors, Inc.	$5.5M	125,287	Trimmed
10	UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	$5.3M	119,168	Hold
11	RAYMOND JAMES FINANCIAL INC	$5.0M	113,295	Trimmed
12	GOLDMAN SACHS GROUP INC	$4.6M	103,537	Hold
13	Ignite Planners, LLC	$4.2M	94,330	Added
14	Cetera Investment Advisers	$3.9M	87,502	Added
15	GUARDIAN WEALTH ADVISORS, LLC / NC	$3.7M	84,278	Added
16	Wealthcare Advisory Partners LLC	$3.4M	77,225	Added
17	Kovack Advisors, Inc.	$2.9M	65,057	Added
18	Kestra Advisory Services, LLC	$2.1M	47,929	Trimmed
19	Ameritas Advisory Services, LLC	$1.9M	43,551	Added
20	OSAIC HOLDINGS, INC.	$1.8M	40,900	Trimmed
21	Harvest Investment Services, LLC	$1.4M	31,353	Added
22	Sanctuary Advisors, LLC	$1.3M	29,499	Added
23	BANK OF AMERICA CORP /DE/	$1.2M	26,731	Added
24	Gratus Wealth Advisors, LLC	$1.1M	25,955	Hold
25	MML INVESTORS SERVICES, LLC	$1.1M	25,775	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30