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

66 institutions reported holding $258.9M of FIRST TR EXCHANGE-TRADED FD (LQTI) in SEC 13F filings for 2026-06-30. Largest institutional holders: GUARDIAN WEALTH ADVISORS, LLC / NC ($39.0M), Aptus Capital Advisors, LLC ($39.0M), COMMONWEALTH EQUITY SERVICES, LLC ($29.7M), Rise Advisors, LLC ($18.9M), Bullseye Investment Management, LLC ($11.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1GUARDIAN WEALTH ADVISORS, LLC / NC$39.0M2.0MTrimmed
2Aptus Capital Advisors, LLC$39.0M2.0MTrimmed
3COMMONWEALTH EQUITY SERVICES, LLC$29.7M1.5MAdded
4Rise Advisors, LLC$18.9M979,814Added
5Bullseye Investment Management, LLC$11.8M611,177Trimmed
6Janney Montgomery Scott LLC$11.5M593,882New
7Cetera Investment Advisers$10.4M539,857Added
8CREATIVE FINANCIAL DESIGNS INC /ADV$9.7M501,671Added
9LPL Financial LLC$9.4M489,218Added
10LexAurum Advisors, LLC$6.1M318,457Added
11Steward Partners Investment Advisory, LLC$5.4M278,256Added
12GREAT VALLEY ADVISOR GROUP, INC.$4.9M253,569Added
13ENVESTNET ASSET MANAGEMENT INC$4.3M221,998Added
14SageGuard Financial Group, LLC$4.0M208,695Added
15Delta Investment Management, LLC$4.0M208,414Added
16Prosperity Financial Group, Inc.$3.9M203,963Added
17TRUIST FINANCIAL CORP$3.6M187,756Added
18IFP Advisors, Inc$3.3M173,194Added
19NewEdge Advisors, LLC$3.3M170,330Added
20Sulzberger Capital Advisors, Inc.$3.0M154,057Trimmed
21JANE STREET GROUP, LLC$3.0M153,259Added
22Insight Advisors, LLC/ PA$2.7M139,962Added
23Balboa Wealth Partners$2.6M134,661Added
24Advisory Services Network, LLC$1.8M95,697Added
25Independent Wealth Network Inc.$1.7M90,488Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30