18 institutions reported holding $6.9M of FIRST TR EXCHANGE TRADED FD (SHRY) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($3.1M), FSB PREMIER WEALTH MANAGEMENT, INC. ($917,656), GOLDMAN SACHS GROUP INC ($821,503), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($482,696), MANCHESTER FINANCIAL INC ($399,106). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $3.1M | 71,488 | Added |
| 2 | FSB PREMIER WEALTH MANAGEMENT, INC. | $917,656 | 21,473 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $821,503 | 19,223 | Hold |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $482,696 | 11,295 | Trimmed |
| 5 | MANCHESTER FINANCIAL INC | $399,106 | 9,339 | Trimmed |
| 6 | Mariner, LLC | $313,802 | 7,343 | Added |
| 7 | RFG Advisory, LLC | $250,698 | 5,866 | Trimmed |
| 8 | Allworth Financial LP | $238,635 | 5,584 | Hold |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $91,143 | 2,114 | New |
| 10 | IFG Advisory, LLC | $86,489 | 2,024 | New |
| 11 | HARBOUR INVESTMENTS, INC. | $61,924 | 1,449 | Hold |
| 12 | PRIVATE TRUST CO NA | $43,455 | 1,017 | Hold |
| 13 | UBS Group AG | $40,641 | 951 | Trimmed |
| 14 | NBC SECURITIES, INC. | $39,690 | 928 | Hold |
| 15 | Global Retirement Partners, LLC | $10,684 | 250 | Hold |
| 16 | WELLS FARGO & COMPANY/MN | $38 | 1 | Hold |
| 17 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 18 | Independent Advisor Alliance | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30