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

100 institutions reported holding $156.6M of FIRST TR EXCHANGE (MDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($25.3M), MORGAN STANLEY ($21.9M), AMERIPRISE FINANCIAL INC ($10.7M), BANK OF AMERICA CORP /DE/ ($9.5M), HARBOUR INVESTMENTS, INC. ($9.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$25.3M1.5MAdded
2MORGAN STANLEY$21.9M1.3MAdded
3AMERIPRISE FINANCIAL INC$10.7M646,449Trimmed
4BANK OF AMERICA CORP /DE/$9.5M576,403Added
5HARBOUR INVESTMENTS, INC.$9.0M543,420Added
6Royal Bank of Canada$7.0M424,849Added
7RAYMOND JAMES FINANCIAL INC$6.3M381,966Added
8WELLS FARGO & COMPANY/MN$5.0M301,453Added
9Cetera Investment Advisers$4.5M272,651Trimmed
10Rockport Wealth LLC$4.5M271,939Added
11COMMONWEALTH EQUITY SERVICES, LLC$4.1M246,823Trimmed
12Rockefeller Capital Management L.P.$3.3M199,775Added
13Total Clarity Wealth Management, Inc.$2.9M173,956Added
14OSAIC HOLDINGS, INC.$2.8M166,781Added
15Cambridge Investment Research Advisors, Inc.$2.7M163,426Added
16Capital Investment Advisory Services, LLC$2.2M130,920Trimmed
17ENVESTNET ASSET MANAGEMENT INC$2.1M124,986Added
18JONES FINANCIAL COMPANIES LLLP$2.0M122,308Added
19Harvest Investment Services, LLC$1.9M117,347Added
20Kestra Advisory Services, LLC$1.9M117,215Trimmed
21WEDBUSH SECURITIES INC$1.6M95,709Trimmed
22Ameritas Advisory Services, LLC$1.6M95,576Added
23&PARTNERS$1.4M85,549Added
24Elevated Capital Advisors, LLC$1.2M70,994Added
25UBS Group AG$1.1M65,358Trimmed

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