Who Owns FIRST TR EXCHNG TRADED FD V (DAUG)? -- Institutional Holders (2026-06-30)

122 institutions reported holding $152.5M of FIRST TR EXCHNG TRADED FD V (DAUG) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($16.8M), MinichMacGregor Wealth Management, LLC ($10.0M), ENVESTNET ASSET MANAGEMENT INC ($9.7M), LPL Financial LLC ($8.9M), Hartford Financial Management Inc. ($7.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$16.8M358,724Trimmed
2MinichMacGregor Wealth Management, LLC$10.0M212,745Added
3ENVESTNET ASSET MANAGEMENT INC$9.7M207,125Added
4LPL Financial LLC$8.9M190,083Added
5Hartford Financial Management Inc.$7.6M162,249Added
6Cetera Investment Advisers$6.8M145,038Added
7OSAIC HOLDINGS, INC.$5.3M113,974Added
8REAP Financial Group, LLC$4.6M99,211Trimmed
9SNS Financial Group, LLC$4.4M94,504New
10Horizon Investments, LLC$3.9M83,232Trimmed
11FOUNDERS FINANCIAL SECURITIES LLC$3.9M83,232Added
12Kestra Advisory Services, LLC$3.8M81,164Trimmed
13Sage Capital Advisors,llc$2.9M61,759Trimmed
14Mariner, LLC$2.8M59,938Trimmed
15Prosperity Consulting Group, LLC$2.8M59,449Trimmed
16Cambridge Investment Research Advisors, Inc.$2.8M58,721Trimmed
17Mission Financial Group, LLC$2.3M49,017Added
18Ritter Daniher Financial Advisory LLC / DE$2.2M47,252Trimmed
19HARBOUR INVESTMENTS, INC.$2.0M43,194Added
20Janney Montgomery Scott LLC$1.9M41,618Trimmed
21MML INVESTORS SERVICES, LLC$1.8M39,361Added
22LifeWealth Investments, LLC$1.7M37,090Trimmed
23Wood Tarver Financial Group, LLC$1.7M36,670Trimmed
24Ameritas Advisory Services, LLC$1.6M33,696Added
25RAYMOND JAMES FINANCIAL INC$1.5M31,896Added

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