Who Owns FIRST TR EXCHNG (FAUG)? -- Institutional Holders (2026-06-30)

189 institutions reported holding $243.0M of FIRST TR EXCHNG (FAUG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($16.4M), RAYMOND JAMES FINANCIAL INC ($15.2M), Wealthcare Advisory Partners LLC ($13.9M), Cetera Investment Advisers ($11.3M), ENVESTNET ASSET MANAGEMENT INC ($10.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ASSETMARK, INC	$16.4M	291,065	Added
2	RAYMOND JAMES FINANCIAL INC	$15.2M	269,545	Trimmed
3	Wealthcare Advisory Partners LLC	$13.9M	245,697	Added
4	Cetera Investment Advisers	$11.3M	199,452	Added
5	ENVESTNET ASSET MANAGEMENT INC	$10.4M	183,714	Added
6	OSAIC HOLDINGS, INC.	$10.0M	177,108	Added
7	MBL Wealth, LLC	$8.4M	148,704	Trimmed
8	COMMONWEALTH EQUITY SERVICES, LLC	$6.9M	121,769	Trimmed
9	REAP Financial Group, LLC	$6.9M	121,677	Trimmed
10	Legacy Capital Wealth Partners, LLC	$6.7M	118,084	Added
11	LPL Financial LLC	$5.2M	91,941	Trimmed
12	Synergy Asset Management, LLC	$5.1M	89,954	Trimmed
13	MML INVESTORS SERVICES, LLC	$4.7M	83,267	Added
14	Ignite Planners, LLC	$4.5M	79,897	Trimmed
15	Kestra Advisory Services, LLC	$4.3M	75,829	Trimmed
16	Regal Investment Advisors LLC	$4.1M	73,340	Trimmed
17	Cambridge Investment Research Advisors, Inc.	$3.6M	64,157	Trimmed
18	Keystone Wealth Services, LLC	$2.9M	50,759	Trimmed
19	STEPHENS INC /AR/	$2.6M	45,786	Trimmed
20	Ameritas Advisory Services, LLC	$2.5M	44,969	Added
21	Sage Capital Advisors,llc	$2.4M	41,993	Trimmed
22	NewEdge Advisors, LLC	$2.1M	37,718	Trimmed
23	SMART Wealth LLC	$2.1M	37,007	Trimmed
24	Steward Partners Investment Advisory, LLC	$2.0M	34,806	Trimmed
25	Integrated Advisors Network LLC	$2.0M	34,687	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30