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

79 institutions reported holding $106.4M of FIRST TR EXCHANGE-TRADED (FAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($20.2M), ENVESTNET ASSET MANAGEMENT INC ($12.8M), ASSETMARK, INC ($8.9M), Kestra Advisory Services, LLC ($8.9M), Bullseye Investment Management, LLC ($8.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$20.2M	370,816	New
2	ENVESTNET ASSET MANAGEMENT INC	$12.8M	234,612	New
3	ASSETMARK, INC	$8.9M	164,285	New
4	Kestra Advisory Services, LLC	$8.9M	162,787	Added
5	Bullseye Investment Management, LLC	$8.1M	148,191	Added
6	Cetera Investment Advisers	$6.4M	116,782	Added
7	Cambridge Investment Research Advisors, Inc.	$3.7M	67,390	Added
8	RAYMOND JAMES FINANCIAL INC	$2.8M	52,388	New
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.8M	52,241	New
10	CENTAURUS FINANCIAL, INC.	$2.7M	49,986	Added
11	BENJAMIN EDWARDS INC	$2.7M	49,759	New
12	Gateway Wealth Partners, LLC	$1.7M	32,001	New
13	AE Wealth Management LLC	$1.4M	26,097	Added
14	Prospera Financial Services Inc	$1.4M	25,469	New
15	Bank of New York Mellon Corp	$1.3M	24,178	New
16	Janney Montgomery Scott LLC	$1.1M	20,057	New
17	Orion Porfolio Solutions, LLC	$1.0M	18,827	New
18	RPS ADVISORY SOLUTIONS LLC	$1.0M	18,657	Added
19	Atria Investments, Inc	$979,581	18,007	New
20	RFG Advisory, LLC	$958,637	17,622	New
21	Element Wealth, LLC	$871,081	16,013	Added
22	JANE STREET GROUP, LLC	$820,950	15,091	Trimmed
23	Chicago Partners Investment Group LLC	$817,707	16,506	Added
24	KINGSWOOD WEALTH ADVISORS, LLC	$802,400	14,750	Added
25	OneAscent Financial Services LLC	$700,781	12,882	New

Source: SEC Form 13F filings · as of 2026-06-30