Who Owns FIRST TR EXCHANGE TRADED FD (TDIV)? -- Institutional Holders (2026-06-30)
461 institutions reported holding $2.70B of FIRST TR EXCHANGE TRADED FD (TDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($316.0M), MORGAN STANLEY ($217.2M), BANK OF AMERICA CORP /DE/ ($171.3M), RAYMOND JAMES FINANCIAL INC ($167.1M), WELLS FARGO & COMPANY/MN ($156.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $316.0M | 2.8M | Trimmed |
| 2 | MORGAN STANLEY | $217.2M | 1.9M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $171.3M | 1.5M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $167.1M | 1.5M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $156.5M | 1.4M | Trimmed |
| 6 | UBS Group AG | $120.8M | 1.1M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $96.3M | 838,304 | Added |
| 8 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $79.9M | 695,257 | Added |
| 9 | Royal Bank of Canada | $67.1M | 584,384 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $67.0M | 583,104 | Added |
| 11 | Cetera Investment Advisers | $55.6M | 483,646 | Trimmed |
| 12 | NewEdge Advisors, LLC | $48.8M | 424,544 | Added |
| 13 | Aprio Wealth Management, LLC | $43.6M | 379,768 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $43.0M | 374,553 | Added |
| 15 | STIFEL FINANCIAL CORP | $33.2M | 288,653 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $32.9M | 286,653 | Trimmed |
| 17 | Creative Planning | $30.6M | 265,998 | Trimmed |
| 18 | PARK NATIONAL CORP /OH/ | $29.0M | 252,595 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $29.0M | 252,387 | Added |
| 20 | Modern Wealth Management, LLC | $29.0M | 252,027 | Added |
| 21 | &PARTNERS | $27.5M | 238,721 | Trimmed |
| 22 | IFP Advisors, Inc | $22.4M | 194,679 | Added |
| 23 | TRUIST FINANCIAL CORP | $21.5M | 187,304 | Added |
| 24 | ASSETMARK, INC | $19.5M | 169,915 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $18.5M | 160,960 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30