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

76 institutions reported holding $122.9M of FIRST TR EXCHANGE TRADED FD (FID) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($24.1M), Wagner Wealth Management, LLC ($17.6M), Cambridge Investment Research Advisors, Inc. ($9.3M), Hobart Private Capital, LLC ($6.5M), RAYMOND JAMES FINANCIAL INC ($5.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$24.1M1.1MAdded
2Wagner Wealth Management, LLC$17.6M820,933Added
3Cambridge Investment Research Advisors, Inc.$9.3M435,288Added
4Hobart Private Capital, LLC$6.5M302,122Added
5RAYMOND JAMES FINANCIAL INC$5.8M270,301Added
6STIFEL FINANCIAL CORP$5.6M261,296Added
7ENVESTNET ASSET MANAGEMENT INC$5.5M255,753Trimmed
8Ethos Financial Group, LLC$5.4M240,035Added
9D.A. DAVIDSON & CO.$5.3M248,015Added
10Royal Bank of Canada$4.4M206,614Added
11Cetera Investment Advisers$2.9M135,207Added
12Entruity Wealth, LLC$2.7M126,799Trimmed
13BlueChip Wealth Advisors LLC$2.5M117,760Added
14Janney Montgomery Scott LLC$2.2M100,783Trimmed
15OSAIC HOLDINGS, INC.$2.1M98,751Added
16Signal Advisors Wealth, LLC$1.9M86,686Added
17Concurrent Investment Advisors, LLC$1.7M79,588Added
18Gateway Wealth Partners, LLC$1.6M76,542Trimmed
19SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M73,301Trimmed
20Envestnet Portfolio Solutions, Inc.$1.4M65,244Trimmed
21Kestra Advisory Services, LLC$1.3M58,250Trimmed
22Orion Porfolio Solutions, LLC$1.0M48,741Added
23BENJAMIN EDWARDS INC$929,89343,334Trimmed
24Formidable Asset Management, LLC$904,90443,204Added
25WEDBUSH SECURITIES INC$747,00034,825New

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