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

71 institutions reported holding $213.7M of FIRST TR EXCHANGE TRADED (IFV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($44.6M), Concurrent Investment Advisors, LLC ($32.7M), WELLS FARGO & COMPANY/MN ($28.3M), NewEdge Advisors, LLC ($21.4M), RAYMOND JAMES FINANCIAL INC ($14.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$44.6M	1.7M	Added
2	Concurrent Investment Advisors, LLC	$32.7M	1.2M	New
3	WELLS FARGO & COMPANY/MN	$28.3M	1.0M	Added
4	NewEdge Advisors, LLC	$21.4M	793,139	Added
5	RAYMOND JAMES FINANCIAL INC	$14.0M	518,804	Trimmed
6	BANK OF AMERICA CORP /DE/	$8.8M	328,521	Added
7	UBS Group AG	$8.8M	328,004	Added
8	Cambridge Investment Research Advisors, Inc.	$7.5M	277,712	Added
9	Prospera Financial Services Inc	$7.3M	271,646	Trimmed
10	LPL Financial LLC	$6.3M	234,517	Added
11	BENJAMIN EDWARDS INC	$5.8M	214,162	Trimmed
12	Trueblood Wealth Management, LLC	$2.7M	98,678	Added
13	Genesee Capital Advisors, LLC	$2.5M	94,459	Trimmed
14	PFG Investments, LLC	$2.3M	85,573	Added
15	STIFEL FINANCIAL CORP	$2.2M	83,056	Added
16	Cetera Investment Advisers	$2.0M	75,549	Added
17	MML INVESTORS SERVICES, LLC	$1.3M	49,405	Added
18	Kiker Wealth Management, LLC	$1.3M	46,829	Trimmed
19	Steward Partners Investment Advisory, LLC	$1.2M	45,983	Added
20	Rockefeller Capital Management L.P.	$1.2M	43,855	Added
21	GOLDMAN SACHS GROUP INC	$1.1M	40,657	Trimmed
22	SMITH, MOORE & CO.	$1.1M	39,771	Added
23	OSAIC HOLDINGS, INC.	$1.0M	37,808	Added
24	Pine Valley Investments Ltd Liability Co	$908,572	33,735	Trimmed
25	JANE STREET GROUP, LLC	$704,285	26,150	Added

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