Who Owns FIRST TR EXCHANGE-TRADED FD (FCVT)? -- Institutional Holders (2026-06-30)
73 institutions reported holding $86.8M of FIRST TR EXCHANGE-TRADED FD (FCVT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Concurrent Investment Advisors, LLC ($15.3M), LPL Financial LLC ($13.6M), OSAIC HOLDINGS, INC. ($9.5M), RAYMOND JAMES FINANCIAL INC ($6.9M), Proactive Wealth Strategies LLC ($4.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Concurrent Investment Advisors, LLC | $15.3M | 283,615 | Added |
| 2 | LPL Financial LLC | $13.6M | 252,587 | Added |
| 3 | OSAIC HOLDINGS, INC. | $9.5M | 176,020 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $6.9M | 128,425 | Added |
| 5 | Proactive Wealth Strategies LLC | $4.4M | 81,703 | Trimmed |
| 6 | Royal Bank of Canada | $3.2M | 60,371 | Trimmed |
| 7 | MORGAN STANLEY | $3.1M | 57,640 | Trimmed |
| 8 | Elequin Capital, LP | $2.7M | 49,825 | New |
| 9 | BANK OF AMERICA CORP /DE/ | $2.3M | 43,624 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $1.8M | 33,845 | Added |
| 11 | Cetera Investment Advisers | $1.8M | 33,018 | Added |
| 12 | RiverTree Advisors, LLC | $1.5M | 28,735 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $1.5M | 27,278 | Trimmed |
| 14 | Milestones Private Investment Advisors LLC | $1.5M | 27,164 | Trimmed |
| 15 | Plus Group Wealth Advisors LLC | $1.4M | 26,767 | Added |
| 16 | D.A. DAVIDSON & CO. | $1.4M | 26,753 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.3M | 24,954 | Trimmed |
| 18 | Tidemark, LLC | $1.2M | 22,546 | Hold |
| 19 | JANE STREET GROUP, LLC | $1.2M | 21,860 | Trimmed |
| 20 | STIFEL FINANCIAL CORP | $827,920 | 15,396 | Trimmed |
| 21 | OneDigital Investment Advisors LLC | $825,633 | 15,353 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $789,352 | 14,679 | Trimmed |
| 23 | Stratos Wealth Partners, LTD. | $773,925 | 14,391 | Added |
| 24 | Wagner Wealth Management, Corp | $674,178 | 12,537 | Added |
| 25 | SkyOak Wealth, LLC | $620,350 | 11,536 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30