Who Owns FIRST TR EXCH TRADED (RFEM)? -- Institutional Holders (2026-06-30)

45 institutions reported holding $73.6M of FIRST TR EXCH TRADED (RFEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ferguson Shapiro LLC ($20.1M), LPL Financial LLC ($11.2M), Janney Montgomery Scott LLC ($7.5M), ENVESTNET ASSET MANAGEMENT INC ($5.7M), Baird Financial Group, Inc. ($3.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Ferguson Shapiro LLC	$20.1M	213,603	Trimmed
2	LPL Financial LLC	$11.2M	119,247	Added
3	Janney Montgomery Scott LLC	$7.5M	79,888	New
4	ENVESTNET ASSET MANAGEMENT INC	$5.7M	60,193	Trimmed
5	Baird Financial Group, Inc.	$3.8M	40,840	Trimmed
6	Prospera Financial Services Inc	$3.2M	33,713	Trimmed
7	RiverFront Investment Group, LLC	$3.1M	33,302	Trimmed
8	TRUIST FINANCIAL CORP	$2.6M	27,179	Added
9	J.W. COLE ADVISORS, INC.	$2.4M	25,184	New
10	OLD MISSION CAPITAL LLC	$2.2M	23,573	Added
11	MML INVESTORS SERVICES, LLC	$1.7M	17,925	Added
12	Cambridge Investment Research Advisors, Inc.	$1.7M	17,813	Added
13	Maia Wealth LLC	$1.6M	17,174	Added
14	Cetera Investment Advisers	$1.2M	12,539	Trimmed
15	RAYMOND JAMES FINANCIAL INC	$1.2M	12,517	Trimmed
16	World Investment Advisors	$916,887	11,160	Hold
17	Keystone Wealth Services, LLC	$749,137	7,977	Added
18	Farther Finance Advisors, LLC	$577,867	6,153	Trimmed
19	JANE STREET GROUP, LLC	$501,897	5,344	Added
20	OSAIC HOLDINGS, INC.	$328,560	3,498	Added
21	CITADEL ADVISORS LLC	$290,206	3,090	Trimmed
22	BENJAMIN EDWARDS INC	$252,632	2,690	Trimmed
23	GeoWealth Management, LLC	$233,169	2,483	Added
24	Triad Wealth Partners, LLC	$226,557	2,416	Trimmed
25	GAMMA Investing LLC	$177,505	1,890	Hold

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