Who Owns FIRST TR EXCHANGE-TRADED FD (FMF)? -- Institutional Holders (2026-06-30)
97 institutions reported holding $191.4M of FIRST TR EXCHANGE-TRADED FD (FMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($55.1M), MORGAN STANLEY ($16.7M), Cetera Investment Advisers ($14.0M), LPL Financial LLC ($11.6M), TCP Asset Management, LLC ($11.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $55.1M | 1.1M | Added |
| 2 | MORGAN STANLEY | $16.7M | 334,001 | Added |
| 3 | Cetera Investment Advisers | $14.0M | 279,690 | Trimmed |
| 4 | LPL Financial LLC | $11.6M | 231,259 | Trimmed |
| 5 | TCP Asset Management, LLC | $11.3M | 225,531 | Added |
| 6 | Janney Montgomery Scott LLC | $10.9M | 218,091 | Added |
| 7 | ASSETMARK, INC | $10.9M | 216,988 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $6.0M | 119,088 | Added |
| 9 | RFG Advisory, LLC | $5.6M | 111,309 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 86,484 | Trimmed |
| 11 | Center For Asset Management LLC | $3.9M | 76,954 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.7M | 74,639 | Added |
| 13 | IFP Advisors, Inc | $3.2M | 62,877 | Added |
| 14 | Simplicity Wealth,LLC | $2.6M | 51,811 | Added |
| 15 | OSAIC HOLDINGS, INC. | $2.4M | 48,109 | Added |
| 16 | JANE STREET GROUP, LLC | $1.9M | 38,071 | Added |
| 17 | CreativeOne Wealth, LLC | $1.7M | 34,681 | Trimmed |
| 18 | Concurrent Investment Advisors, LLC | $1.7M | 33,713 | Trimmed |
| 19 | Twelve Points Wealth Management LLC | $1.7M | 32,986 | Added |
| 20 | AE Wealth Management LLC | $1.5M | 30,379 | Trimmed |
| 21 | Beacon Capital Management, Inc. | $1.5M | 30,031 | New |
| 22 | Beta Wealth Group, Inc. | $1.3M | 26,142 | Trimmed |
| 23 | NewEdge Wealth, LLC | $1.1M | 22,690 | Trimmed |
| 24 | Fermata Advisors, LLC | $1.0M | 20,101 | Added |
| 25 | IAMS WEALTH MANAGEMENT, LLC | $893,125 | 17,819 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30