Who Owns FIRST TR EXCHNG TRADED FD V (XSEP)? -- Institutional Holders (2026-06-30)

76 institutions reported holding $89.9M of FIRST TR EXCHNG TRADED FD V (XSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($13.2M), ENVESTNET ASSET MANAGEMENT INC ($13.1M), OSAIC HOLDINGS, INC. ($10.4M), Cetera Investment Advisers ($8.6M), Kestra Advisory Services, LLC ($7.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$13.2M296,856Trimmed
2ENVESTNET ASSET MANAGEMENT INC$13.1M295,404Added
3OSAIC HOLDINGS, INC.$10.4M234,857Trimmed
4Cetera Investment Advisers$8.6M194,448Added
5Kestra Advisory Services, LLC$7.6M171,033Trimmed
6MML INVESTORS SERVICES, LLC$6.6M149,246Added
7LPL Financial LLC$2.4M54,913Trimmed
8KRAEMATON INVESTMENT ADVISORS, INC$1.8M41,417Trimmed
9Mariner, LLC$1.6M36,840Trimmed
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M27,614Added
11Noble Wealth Management PBC$1.1M24,928Trimmed
12Signal Advisors Wealth, LLC$1.1M23,989Added
13Mutual Advisors, LLC$880,50719,829Trimmed
14Diligent Investors, LLC$865,76419,497Trimmed
15CITADEL ADVISORS LLC$801,46618,049Trimmed
16Blackhawk Capital Partners, LLC$775,75517,470Hold
17VestGen Investment Management$744,53916,767Added
18VestGen Advisors, LLC$744,53916,767Added
19Millington Financial Advisors, LLC$734,26816,493Trimmed
20UPTICK PARTNERS, LLC$727,66516,387Trimmed
21Benson Wealth Management INC$703,77515,849Trimmed
22CreativeOne Wealth, LLC$642,23014,463Added
23Atria Investments, Inc$624,86714,072Added
24SILVER OAK SECURITIES, INCORPORATED$593,60613,368Trimmed
25First Heartland Consultants, Inc.$580,68413,077Trimmed

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