13FBOX
FIRST TR EXCHANGE-TRADED FD · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR EXCHANGE-TRADED FD

CAAA
Institutions
21
Combined AUM (Q2 2026)
$32.1M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+314,056
12 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-100,576
6 · 1 Exit · ≈
⚖️ Net
+213,480
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$32.1M
Institutions
21
New Buys
1
Adds
11
Reduces
5
Exits
1
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
STAR Financial Bank
5.18%5.28%#1$12.7M626,482$11.2M551,112+75,370+13.68%Add
Prospera Financial Services Inc
0.09%0.09%#4$6.0M295,916$5.8M287,744+8,172+2.84%Add
Platform Technology Partners
0.56%0.37%#2$3.4M169,633$1.9M94,307+75,326+79.87%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#12$2.8M137,011$266,63013,134+123,877+943.18%Add
Farther Finance Advisors, LLC
0.01%0.01%#9$1.6M77,040$1.3M63,228+13,812+21.84%Add
FIRST TRUST ADVISORS LP
<0.01%<0.01%#15$1.4M67,790$1.4M67,79000.00%Unchanged
Kestra Advisory Services, LLC
<0.01%0.01%#11$1.1M54,601$1.7M85,910-31,309-36.44%Reduce
INSPIRION WEALTH ADVISORS, LLC
0.07%0.08%#5$608,61729,959$616,28830,359-400-1.32%Reduce
Fearless Solutions, LLC dba Best Invest
0.31%0.27%#3$593,30229,212$444,81421,912+7,300+33.32%Add
Belpointe Asset Management LLC
0.02%0.02%#8$502,98824,765$568,55028,007-3,242-11.58%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#19$302,29714,884$275,43013,568+1,316+9.70%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#20$269,90213,289$1.1M55,744-42,455-76.16%Reduce
United Advisor Group, LLC
0.03%0.02%#7$253,48012,480$200,4929,876+2,604+26.37%Add
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#10$224,26511,042$199,3059,818+1,224+12.47%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#18$124,3956,122$101,9355,020+1,102+21.95%Add
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#13$76,1813,750$00+3,750New Buy
Financial Network Wealth Advisors LLC
0.07%0.07%#6$67,2673,312$69,5523,426-114-3.33%Reduce
Geneos Wealth Management Inc.
<0.01%<0.01%#14$60,9303,000$60,9003,00000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#16$19,660968$19,65096800.00%Unchanged
UBS Group AG
<0.01%<0.01%#21$4,367215$24412+203+1,691.67%Add
Rossby Financial, LCC
<0.01%<0.01%#17$99549$9954900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow