Who Owns FIRST TR (FTLS)? -- Institutional Holders (2026-06-30)

289 institutions reported holding $1.95B of FIRST TR (FTLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($436.9M), Royal Bank of Canada ($197.4M), AMERIPRISE FINANCIAL INC ($179.0M), LPL Financial LLC ($174.8M), FIRST TRUST ADVISORS LP ($61.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$436.9M5.9MAdded
2Royal Bank of Canada$197.4M2.7MAdded
3AMERIPRISE FINANCIAL INC$179.0M2.4MAdded
4LPL Financial LLC$174.8M2.4MTrimmed
5FIRST TRUST ADVISORS LP$61.4M831,838Added
6RAYMOND JAMES FINANCIAL INC$45.9M622,277Added
7ASSETMARK, INC$43.2M585,764Added
8Cetera Investment Advisers$41.7M564,536Trimmed
9Merit Financial Group, LLC$39.0M528,335Added
10ENVESTNET ASSET MANAGEMENT INC$34.9M472,698Trimmed
11CENTRAL TRUST Co$34.3M464,614Trimmed
12TRUIST FINANCIAL CORP$32.4M439,134Added
13Cambridge Investment Research Advisors, Inc.$27.7M374,797Added
14VestGen Advisors, LLC$25.1M340,744Added
15STIFEL FINANCIAL CORP$22.7M307,522Added
16Cornerstone Planning Group LLC$18.4M244,171Added
17Hobart Private Capital, LLC$16.1M217,929Added
18EdgeRock Capital LLC$15.6M210,937Added
19Private Advisor Group, LLC$14.0M189,221Added
20Proactive Wealth Strategies LLC$13.4M181,593Trimmed
21COMMONWEALTH EQUITY SERVICES, LLC$13.2M179,303Added
22HighTower Advisors, LLC$12.8M174,029Trimmed
23Equitable Holdings, Inc.$12.5M169,136Added
24Ethos Financial Group, LLC$12.3M166,114Trimmed
25OSAIC HOLDINGS, INC.$11.5M156,037Added

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