FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | <0.01% | <0.01% | #20 | $17.3M | 432,680 | $17.1M | 473,685 | -41,005-8.66% | Reduce | |
| Harvest Investment Services, LLC | 0.57% | 0.55% | #1 | $3.7M | 91,335 | $3.0M | 83,239 | +8,096+9.73% | Add | |
| D.A. DAVIDSON & CO. | 0.01% | 0.01% | #15 | $2.6M | 65,455 | $2.2M | 61,936 | +3,519+5.68% | Add | |
| Signal Advisors Wealth, LLC | 0.12% | 0.12% | #5 | $2.3M | 57,800 | $1.7M | 46,564 | +11,236+24.13% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #35 | $2.0M | 49,221 | $1.9M | 52,814 | -3,593-6.80% | Reduce | |
| WEDBUSH SECURITIES INC | 0.04% | — | #10 | $1.7M | 43,376 | $0 | 0 | +43,376 | New Buy | |
| Kovack Advisors, Inc. | 0.07% | 0.07% | #7 | $1.5M | 36,105 | $1.3M | 36,000 | +105+0.29% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #34 | $1.0M | 25,943 | $712,774 | 19,786 | +6,157+31.12% | Add | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #24 | $1.0M | 25,738 | $882,000 | 24,493 | +1,245+5.08% | Add | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.04% | 0.04% | #11 | $827,748 | 20,658 | $768,494 | 21,333 | -675-3.16% | Reduce | |
| AE Wealth Management LLC | <0.01% | <0.01% | #21 | $768,506 | 19,180 | $639,534 | 17,753 | +1,427+8.04% | Add | |
| Legacy Capital Wealth Partners, LLC | 0.14% | 0.14% | #4 | $763,865 | 19,064 | $686,016 | 19,043 | +21+0.11% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #31 | $667,418 | 16,657 | $569,732 | 15,815 | +842+5.32% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #29 | $607,419 | 15,157 | $1.4M | 38,067 | -22,910-60.18% | Reduce | |
| J.W. COLE ADVISORS, INC. | 0.01% | 0.02% | #17 | $580,824 | 14,496 | $521,268 | 14,470 | +26+0.18% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #38 | $494,292 | 12,336 | $444,388 | 12,336 | 00.00% | Unchanged | |
| Proactive Wealth Strategies LLC | 0.07% | 0.08% | #6 | $461,022 | 11,506 | $414,072 | 11,494 | +12+0.10% | Add | |
| Private Advisor Group, LLC | <0.01% | <0.01% | #26 | $435,542 | 10,870 | $382,203 | 10,610 | +260+2.45% | Add | |
| 17 CAPITAL PARTNERS, LLC | 0.19% | 0.18% | #2 | $431,183 | 10,761 | $345,863 | 9,601 | +1,160+12.08% | Add | |
| MML INVESTORS SERVICES, LLC | <0.01% | — | #30 | $345,258 | 8,617 | $0 | 0 | +8,617 | New Buy | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #33 | $329,920 | 8,234 | $285,830 | 7,935 | +299+3.77% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #36 | $317,788 | 7,931 | $286,136 | 7,943 | -12-0.15% | Reduce | |
| Total Clarity Wealth Management, Inc. | 0.06% | 0.06% | #9 | $314,783 | 7,856 | $255,552 | 7,094 | +762+10.74% | Add | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.01% | 0.02% | #18 | $281,434 | 7,001 | $252,176 | 7,001 | 00.00% | Unchanged | |
| Brookwood Investment Group LLC | 0.03% | 0.03% | #13 | $245,664 | 6,131 | $228,530 | 6,344 | -213-3.36% | Reduce | |
| Impact Partnership Wealth, LLC | 0.02% | — | #14 | $239,613 | 5,980 | $0 | 0 | +5,980 | New Buy | |
| Key Client Fiduciary Advisors, LLC | 0.06% | 0.07% | #8 | $222,824 | 5,561 | $200,328 | 5,561 | 00.00% | Unchanged | |
| Prospera Financial Services Inc | <0.01% | <0.01% | #23 | $200,493 | 4,996 | $234,246 | 6,494 | -1,498-23.07% | Reduce | |
| Global Retirement Partners, LLC | <0.01% | — | #22 | $192,332 | 4,800 | $0 | 0 | +4,800 | New Buy | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #32 | $176,970 | 4,417 | $156,812 | 4,353 | +64+1.47% | Add | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #25 | $163,843 | 4,089 | $147,301 | 4,089 | 00.00% | Unchanged | |
| Darwin Wealth Management, LLC | 0.04% | 0.04% | #12 | $135,433 | 3,380 | $121,760 | 3,380 | 00.00% | Unchanged | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #28 | $109,243 | 2,726 | $97,051 | 2,694 | +32+1.19% | Add | |
| PRIVATE TRUST CO NA | <0.01% | <0.01% | #19 | $61,313 | 1,530 | $55,122 | 1,530 | 00.00% | Unchanged | |
| IFG Advisory, LLC | 0.18% | 0.18% | #3 | $61,240 | 1,700 | $61,240 | 1,700 | 00.00% | Unchanged | |
| Nova Wealth Management, Inc. | 0.01% | 0.01% | #16 | $24,562 | 613 | $22,010 | 611 | +2+0.33% | Add | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #39 | $17,753 | 443 | $15,840 | 439 | +4+0.91% | Add | |
| LANARK FINANCIAL, INC. | <0.01% | <0.01% | #27 | $16,792 | 419 | $34,910 | 969 | -550-56.76% | Reduce | |
| Arax Advisory Partners | <0.01% | <0.01% | #37 | $8,135 | 203 | $7,313 | 203 | 00.00% | Unchanged | |
| WELLS FARGO & COMPANY/MN | <0.01% | — | #40 | $55 | 1 | $0 | 0 | +1 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #41 | $40 | 1 | $56 | 1 | 00.00% | Unchanged |