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

22 institutions reported holding $32.1M of FIRST TR EXCHANGE-TRADED FD (CAAA) in SEC 13F filings for 2026-06-30. Largest institutional holders: STAR Financial Bank ($12.7M), Prospera Financial Services Inc ($6.0M), Platform Technology Partners ($3.4M), COMMONWEALTH EQUITY SERVICES, LLC ($2.8M), Farther Finance Advisors, LLC ($1.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1STAR Financial Bank$12.7M626,482Added
2Prospera Financial Services Inc$6.0M295,916Added
3Platform Technology Partners$3.4M169,633Added
4COMMONWEALTH EQUITY SERVICES, LLC$2.8M137,011Added
5Farther Finance Advisors, LLC$1.6M77,040Added
6FIRST TRUST ADVISORS LP$1.4M67,790Hold
7Kestra Advisory Services, LLC$1.1M54,601Trimmed
8INSPIRION WEALTH ADVISORS, LLC$608,61729,959Trimmed
9Fearless Solutions, LLC dba Best Invest$593,30229,212Added
10Belpointe Asset Management LLC$502,98824,765Trimmed
11JANE STREET GROUP, LLC$302,29714,884Added
12GOLDMAN SACHS GROUP INC$269,90213,289Trimmed
13United Advisor Group, LLC$253,48012,480Added
14Ashton Thomas Private Wealth, LLC$224,26511,042Added
15OSAIC HOLDINGS, INC.$124,3956,122Added
16INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$76,1813,750New
17Financial Network Wealth Advisors LLC$67,2673,312Trimmed
18Geneos Wealth Management Inc.$60,9303,000Hold
19HARBOUR INVESTMENTS, INC.$19,660968Hold
20UBS Group AG$4,367215Added
21Rossby Financial, LCC$99549Hold
22FLOW TRADERS U.S. LLC$00Exited

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