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

75 institutions reported holding $126.7M of FIRST TR EXCHANGE TRADED FD COM (FRI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($27.2M), LPL Financial LLC ($20.4M), TCP Asset Management, LLC ($17.8M), Cetera Investment Advisers ($15.9M), UBS Group AG ($8.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$27.2M856,681Trimmed
2LPL Financial LLC$20.4M643,819Added
3TCP Asset Management, LLC$17.8M562,592Added
4Cetera Investment Advisers$15.9M500,461Added
5UBS Group AG$8.9M279,866Added
6Aft, Forsyth & Sober, LLC$4.4M154,200Hold
7True Blue Financial, LLC$3.9M123,223Added
8Chicago Partners Investment Group LLC$2.5M76,829Trimmed
9WELLS FARGO & COMPANY/MN$2.4M74,763Trimmed
10BENJAMIN EDWARDS INC$2.4M74,705Trimmed
11GOLDMAN SACHS GROUP INC$2.0M64,511New
12ENVESTNET ASSET MANAGEMENT INC$1.7M53,540Added
13BANK OF AMERICA CORP /DE/$1.4M45,413Added
14CITADEL ADVISORS LLC$1.4M44,642New
15Royal Bank of Canada$1.4M44,625Trimmed
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M39,828Added
17Maia Wealth LLC$1.1M33,771Added
18STIFEL FINANCIAL CORP$1.1M33,215Added
19RAYMOND JAMES FINANCIAL INC$656,04420,697Trimmed
20COTTONWOOD CAPITAL ADVISORS, LLC$587,02918,520Added
21AMERIPRISE FINANCIAL INC$549,86717,348Added
22HighTower Advisors, LLC$536,20716,917Added
23JONES FINANCIAL COMPANIES LLLP$534,54616,590Added
24OSAIC HOLDINGS, INC.$531,22516,753Added
25Harvest Investment Services, LLC$463,98714,638Trimmed

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