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

166 institutions reported holding $356.3M of FIRST TR EXCHNG (FMAY) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($32.3M), FOCUS Wealth Advisors, LLC ($27.5M), Cetera Investment Advisers ($24.2M), ASSETMARK, INC ($16.4M), COMMONWEALTH EQUITY SERVICES, LLC ($15.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$32.3M	574,396	Added
2	FOCUS Wealth Advisors, LLC	$27.5M	488,824	Added
3	Cetera Investment Advisers	$24.2M	430,367	Added
4	ASSETMARK, INC	$16.4M	291,563	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$15.1M	268,804	Added
6	Rockefeller Capital Management L.P.	$13.9M	247,878	Added
7	REAP Financial Group, LLC	$13.2M	234,245	Added
8	LPL Financial LLC	$11.1M	196,889	Added
9	MGO ONE SEVEN LLC	$10.8M	191,866	Added
10	RAYMOND JAMES FINANCIAL INC	$10.2M	181,538	Added
11	Atria Investments, Inc	$10.0M	178,044	New
12	Keystone Wealth Services, LLC	$9.3M	166,081	Trimmed
13	OSAIC HOLDINGS, INC.	$9.0M	160,806	Added
14	Tanglewood Legacy Advisors, LLC	$5.8M	103,547	Trimmed
15	Strategic Blueprint, LLC	$5.8M	102,859	New
16	BAM Wealth Management, LLC	$5.6M	100,088	New
17	Kestra Advisory Services, LLC	$5.4M	95,431	Trimmed
18	SACKS & ASSOCIATES, LLC	$5.3M	93,283	New
19	Semus Wealth Partners LLC	$4.7M	82,839	New
20	Cambridge Investment Research Advisors, Inc.	$4.4M	78,386	Added
21	CreativeOne Wealth, LLC	$4.3M	76,631	Added
22	MML INVESTORS SERVICES, LLC	$4.3M	76,402	Added
23	Ignite Planners, LLC	$4.2M	74,586	Added
24	FSB PREMIER WEALTH MANAGEMENT, INC.	$4.0M	71,694	Added
25	Main Street Financial Solutions, LLC	$3.5M	62,406	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30