24 institutions reported holding $24.8M of FIRST TR EXCHANGE-TRADED FD (FDNI) in SEC 13F filings for 2026-06-30. Largest institutional holders: NewEdge Advisors, LLC ($13.7M), RAYMOND JAMES FINANCIAL INC ($3.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.7M), GTS SECURITIES LLC ($1.5M), OSAIC HOLDINGS, INC. ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NewEdge Advisors, LLC | $13.7M | 538,197 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $3.1M | 123,777 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 105,510 | Added |
| 4 | GTS SECURITIES LLC | $1.5M | 60,340 | Added |
| 5 | OSAIC HOLDINGS, INC. | $1.2M | 48,626 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $1.1M | 42,412 | Added |
| 7 | LPL Financial LLC | $772,098 | 30,345 | Trimmed |
| 8 | MILLENNIUM MANAGEMENT LLC | $440,107 | 17,297 | Trimmed |
| 9 | Royal Bank of Canada | $208,000 | 8,165 | Trimmed |
| 10 | GILL CAPITAL PARTNERS, LLC | $16,386 | 644 | Hold |
| 11 | Sankala Group LLC | $15,258 | 541 | Trimmed |
| 12 | ASSETMARK, INC | $6,310 | 248 | Trimmed |
| 13 | Farther Finance Advisors, LLC | $560 | 22 | Hold |
| 14 | WELLS FARGO & COMPANY/MN | $12 | 0 | Trimmed |
| 15 | Global Retirement Partners, LLC | $0 | 0 | Exited |
| 16 | Mariner, LLC | $0 | 0 | Exited |
| 17 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 18 | Transamerica Financial Advisors, LLC | $0 | 0 | Exited |
| 19 | TWIN PEAKS WEALTH ADVISORS, LLC | $0 | 0 | Exited |
| 20 | Warner Group LLC | $0 | 0 | Exited |
| 21 | HARBOUR INVESTMENTS, INC. | $0 | 0 | Exited |
| 22 | MORGAN STANLEY | $0 | 0 | Exited |
| 23 | Financial Engines Advisors L.L.C. | $0 | 0 | Exited |
| 24 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30