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

41 institutions reported holding $19.5M of FIRST TR EXCHANGE-TRADED (FTDS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($9.2M), JANE STREET GROUP, LLC ($1.5M), Medallion Wealth Advisors, LLC ($756,577), ENVESTNET ASSET MANAGEMENT INC ($753,274), AE Wealth Management LLC ($679,769). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$9.2M	150,270	Added
2	JANE STREET GROUP, LLC	$1.5M	24,299	New
3	Medallion Wealth Advisors, LLC	$756,577	25,774	Added
4	ENVESTNET ASSET MANAGEMENT INC	$753,274	12,277	Added
5	AE Wealth Management LLC	$679,769	11,079	Added
6	MORGAN STANLEY	$654,838	10,672	Trimmed
7	TCFG Investment Advisors, LLC	$542,698	8,845	Hold
8	CreativeOne Wealth, LLC	$440,846	7,185	Trimmed
9	UBS Group AG	$401,698	6,547	Hold
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$364,212	5,936	Trimmed
11	CARLSON FINANCIAL, INC.	$342,187	5,577	Hold
12	Cetera Investment Advisers	$327,703	5,341	Added
13	D.A. DAVIDSON & CO.	$302,733	4,934	Added
14	PFG Investments, LLC	$294,511	4,800	Trimmed
15	FLOW TRADERS U.S. LLC	$275,000	4,479	Trimmed
16	CALTON & ASSOCIATES, INC.	$269,785	4,397	New
17	Key Client Fiduciary Advisors, LLC	$256,532	4,181	Hold
18	TRUIST FINANCIAL CORP	$238,493	3,887	Added
19	Cambridge Investment Research Advisors, Inc.	$227,000	3,692	Trimmed
20	Pinnacle Financial Partners, Inc.	$202,906	3,307	New
21	Rockefeller Capital Management L.P.	$191,369	3,118	Added
22	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$184,070	3,000	Hold
23	OSAIC HOLDINGS, INC.	$150,619	2,454	Added
24	HARBOUR INVESTMENTS, INC.	$137,439	2,240	Hold
25	Royal Bank of Canada	$137,000	2,227	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30