Who Owns FIRST TR EXCHANGE-TRADED FD (FTRI)? -- Institutional Holders (2026-06-30)
80 institutions reported holding $77.4M of FIRST TR EXCHANGE-TRADED FD (FTRI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($17.1M), Royal Bank of Canada ($12.8M), Cambridge Investment Research Advisors, Inc. ($4.9M), PARK NATIONAL CORP /OH/ ($4.3M), MORGAN STANLEY ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $17.1M | 1.1M | Trimmed |
| 2 | Royal Bank of Canada | $12.8M | 805,957 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $4.9M | 306,807 | Trimmed |
| 4 | PARK NATIONAL CORP /OH/ | $4.3M | 273,302 | Added |
| 5 | MORGAN STANLEY | $3.8M | 240,905 | Added |
| 6 | Cetera Investment Advisers | $3.4M | 217,030 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 178,018 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $2.8M | 174,310 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.7M | 169,980 | Added |
| 10 | Farther Finance Advisors, LLC | $2.1M | 132,668 | New |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 91,909 | Trimmed |
| 12 | D.A. DAVIDSON & CO. | $1.3M | 82,806 | Added |
| 13 | Security National Bank | $1.3M | 78,983 | Added |
| 14 | Lauer Wealth, LLC | $1.2M | 72,900 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 74,985 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $1.1M | 66,294 | Trimmed |
| 17 | Integrated Wealth Concepts LLC | $881,762 | 55,563 | Added |
| 18 | Gladstone Institutional Advisory LLC | $819,662 | 51,649 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $631,919 | 39,818 | Trimmed |
| 20 | MANCHESTER FINANCIAL INC | $622,946 | 39,253 | Added |
| 21 | OLD MISSION CAPITAL LLC | $575,589 | 36,269 | Added |
| 22 | Summit Financial, LLC | $558,910 | 35,218 | Hold |
| 23 | OSAIC HOLDINGS, INC. | $541,976 | 34,145 | Added |
| 24 | Modern Wealth Management, LLC | $525,741 | 33,128 | Trimmed |
| 25 | Van Diest Capital, LLC | $517,733 | 32,623 | Added |
Source: SEC Form 13F filings · as of 2026-06-30