Who Owns FIRST TR EXCHNG TRADED FD V (XSEP)? -- Institutional Holders (2026-06-30)

78 institutions reported holding $90.2M of FIRST TR EXCHNG TRADED FD V (XSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($13.2M), ENVESTNET ASSET MANAGEMENT INC ($13.1M), OSAIC HOLDINGS, INC. ($10.4M), Cetera Investment Advisers ($8.6M), Kestra Advisory Services, LLC ($7.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	COMMONWEALTH EQUITY SERVICES, LLC	$13.2M	296,856	Trimmed
2	ENVESTNET ASSET MANAGEMENT INC	$13.1M	295,404	Added
3	OSAIC HOLDINGS, INC.	$10.4M	234,857	Trimmed
4	Cetera Investment Advisers	$8.6M	194,448	Added
5	Kestra Advisory Services, LLC	$7.6M	171,033	Trimmed
6	MML INVESTORS SERVICES, LLC	$6.6M	149,246	Added
7	LPL Financial LLC	$2.4M	54,913	Trimmed
8	KRAEMATON INVESTMENT ADVISORS, INC	$1.8M	41,417	Trimmed
9	Mariner, LLC	$1.6M	36,840	Trimmed
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.2M	27,614	Added
11	Noble Wealth Management PBC	$1.1M	24,928	Trimmed
12	Signal Advisors Wealth, LLC	$1.1M	23,989	Added
13	Mutual Advisors, LLC	$880,507	19,829	Trimmed
14	Diligent Investors, LLC	$865,764	19,497	Trimmed
15	CITADEL ADVISORS LLC	$801,466	18,049	Trimmed
16	Blackhawk Capital Partners, LLC	$775,755	17,470	Hold
17	VestGen Investment Management	$744,539	16,767	Added
18	VestGen Advisors, LLC	$744,539	16,767	Added
19	Millington Financial Advisors, LLC	$734,268	16,493	Trimmed
20	UPTICK PARTNERS, LLC	$727,665	16,387	Trimmed
21	Benson Wealth Management INC	$703,775	15,849	Trimmed
22	CreativeOne Wealth, LLC	$642,230	14,463	Added
23	Atria Investments, Inc	$624,867	14,072	Added
24	SILVER OAK SECURITIES, INCORPORATED	$593,606	13,368	Trimmed
25	First Heartland Consultants, Inc.	$580,684	13,077	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30