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

164 institutions reported holding $267.3M of FIRST TR EXCHANGE TRADED FD (FSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthcare Advisory Partners LLC ($40.9M), ASSETMARK, INC ($16.4M), OSAIC HOLDINGS, INC. ($16.4M), Cetera Investment Advisers ($12.0M), LPL Financial LLC ($11.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Wealthcare Advisory Partners LLC	$40.9M	741,908	Added
2	ASSETMARK, INC	$16.4M	298,150	Added
3	OSAIC HOLDINGS, INC.	$16.4M	297,940	Added
4	Cetera Investment Advisers	$12.0M	217,847	Trimmed
5	LPL Financial LLC	$11.7M	212,430	Trimmed
6	ENVESTNET ASSET MANAGEMENT INC	$10.8M	196,805	Trimmed
7	COMMONWEALTH EQUITY SERVICES, LLC	$10.5M	191,163	Trimmed
8	RAYMOND JAMES FINANCIAL INC	$10.0M	182,416	Trimmed
9	REAP Financial Group, LLC	$6.9M	125,551	Trimmed
10	Kestra Advisory Services, LLC	$6.1M	110,990	Trimmed
11	Schulz Wealth, LTD.	$5.7M	103,086	Added
12	Keystone Wealth Services, LLC	$5.1M	93,482	Trimmed
13	Strategic Blueprint, LLC	$4.7M	84,737	Trimmed
14	MML INVESTORS SERVICES, LLC	$4.6M	84,069	Added
15	1776 Wealth LLC	$4.0M	73,408	Hold
16	Cambridge Investment Research Advisors, Inc.	$3.8M	69,276	Added
17	Prospera Financial Services Inc	$3.8M	69,160	Trimmed
18	HARBOUR INVESTMENTS, INC.	$3.7M	67,191	Trimmed
19	HRT FINANCIAL LP	$3.4M	62,632	New
20	Fragasso Financial Advisors Inc	$3.3M	60,522	Trimmed
21	OLD MISSION CAPITAL LLC	$3.2M	58,463	Added
22	ERn Financial, LLC	$2.4M	42,838	Trimmed
23	Integrity Financial Corp /WA	$2.3M	42,121	Trimmed
24	Steward Partners Investment Advisory, LLC	$1.9M	34,882	Trimmed
25	Rockefeller Capital Management L.P.	$1.8M	32,507	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30