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

41 institutions reported holding $19.5M of FIRST TR EXCHANGE-TRADED (FTDS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($9.2M), JANE STREET GROUP, LLC ($1.5M), Medallion Wealth Advisors, LLC ($756,577), ENVESTNET ASSET MANAGEMENT INC ($753,274), AE Wealth Management LLC ($679,769). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$9.2M150,270Added
2JANE STREET GROUP, LLC$1.5M24,299New
3Medallion Wealth Advisors, LLC$756,57725,774Added
4ENVESTNET ASSET MANAGEMENT INC$753,27412,277Added
5AE Wealth Management LLC$679,76911,079Added
6MORGAN STANLEY$654,83810,672Trimmed
7TCFG Investment Advisors, LLC$542,6988,845Hold
8CreativeOne Wealth, LLC$440,8467,185Trimmed
9UBS Group AG$401,6986,547Hold
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$364,2125,936Trimmed
11CARLSON FINANCIAL, INC.$342,1875,577Hold
12Cetera Investment Advisers$327,7035,341Added
13D.A. DAVIDSON & CO.$302,7334,934Added
14PFG Investments, LLC$294,5114,800Trimmed
15FLOW TRADERS U.S. LLC$275,0004,479Trimmed
16CALTON & ASSOCIATES, INC.$269,7854,397New
17Key Client Fiduciary Advisors, LLC$256,5324,181Hold
18TRUIST FINANCIAL CORP$238,4933,887Added
19Cambridge Investment Research Advisors, Inc.$227,0003,692Trimmed
20Pinnacle Financial Partners, Inc.$202,9063,307New
21Rockefeller Capital Management L.P.$191,3693,118Added
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$184,0703,000Hold
23OSAIC HOLDINGS, INC.$150,6192,454Added
24HARBOUR INVESTMENTS, INC.$137,4392,240Hold
25Royal Bank of Canada$137,0002,227Hold

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