Who Owns FIRST TR EXCHANGE-TRADED FD (FRI)? -- Institutional Holders (2026-06-30)
76 institutions reported holding $126.8M of FIRST TR EXCHANGE-TRADED FD (FRI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($27.2M), LPL Financial LLC ($20.4M), TCP Asset Management, LLC ($17.8M), Cetera Investment Advisers ($15.9M), UBS Group AG ($8.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $27.2M | 856,681 | Trimmed |
| 2 | LPL Financial LLC | $20.4M | 643,819 | Added |
| 3 | TCP Asset Management, LLC | $17.8M | 562,592 | Added |
| 4 | Cetera Investment Advisers | $15.9M | 500,461 | Added |
| 5 | UBS Group AG | $8.9M | 279,866 | Added |
| 6 | Aft, Forsyth & Sober, LLC | $4.4M | 154,200 | Hold |
| 7 | True Blue Financial, LLC | $3.9M | 123,223 | Added |
| 8 | Chicago Partners Investment Group LLC | $2.5M | 76,829 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $2.4M | 74,763 | Trimmed |
| 10 | BENJAMIN EDWARDS INC | $2.4M | 74,705 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $2.0M | 64,511 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 53,540 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $1.4M | 45,413 | Added |
| 14 | CITADEL ADVISORS LLC | $1.4M | 44,642 | New |
| 15 | Royal Bank of Canada | $1.4M | 44,625 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 39,828 | Added |
| 17 | Maia Wealth LLC | $1.1M | 33,771 | Added |
| 18 | STIFEL FINANCIAL CORP | $1.1M | 33,215 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $656,044 | 20,697 | Trimmed |
| 20 | COTTONWOOD CAPITAL ADVISORS, LLC | $587,029 | 18,520 | Added |
| 21 | AMERIPRISE FINANCIAL INC | $549,867 | 17,348 | Added |
| 22 | HighTower Advisors, LLC | $536,207 | 16,917 | Added |
| 23 | JONES FINANCIAL COMPANIES LLLP | $534,546 | 16,590 | Added |
| 24 | OSAIC HOLDINGS, INC. | $531,225 | 16,753 | Added |
| 25 | Harvest Investment Services, LLC | $463,987 | 14,638 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30