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

FIRST TR EXCHANGE-TRADED FD

FTHF
Institutions
27
Combined AUM (Q2 2026)
$52.3M
Combined Shares (Q2 2026)
1.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+278,022
21 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-136,873
5 · 0 Exit · ≈
⚖️ Net
+141,149
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$52.3M
Institutions
27
New Buys
10
Adds
11
Reduces
5
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#12$17.9M359,114$12.1M324,812+34,302+10.56%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#18$7.7M153,930$2.6M69,453+84,477+121.63%Add
MARSHALL INVESTMENT MANAGEMENT, LLC
2.13%1.94%#1$5.1M103,032$4.0M108,130-5,098-4.71%Reduce
Treasure Coast Financial Planning
1.68%1.25%#2$3.4M69,187$2.4M64,193+4,994+7.78%Add
MGO ONE SEVEN LLC
0.05%0.05%#8$3.1M62,401$2.5M67,078-4,677-6.97%Reduce
KRAEMATON INVESTMENT ADVISORS, INC
1.32%0.65%#3$1.8M35,670$793,02121,233+14,437+67.99%Add
Summit Financial, LLC
0.02%0.01%#11$1.5M29,815$1.0M26,979+2,836+10.51%Add
RAYMOND JAMES FINANCIAL INC
<0.01%#20$1.4M28,782$00+28,782New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#25$1.3M25,291$1.5M40,790-15,499-38.00%Reduce
Keating Financial Advisory Services, Inc.
0.15%0.17%#5$1.1M22,600$1.0M27,488-4,888-17.78%Reduce
Cetera Investment Advisers
<0.01%<0.01%#15$1.1M21,989$478,40312,809+9,180+71.67%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#22$1.0M20,783$402,07510,765+10,018+93.06%Add
Bensler, LLC
0.09%#7$975,67119,599$00+19,599New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#24$972,43419,534$4.7M126,245-106,711-84.53%Reduce
Western Wealth Management, LLC
0.02%0.02%#10$754,58615,158$470,44812,596+2,562+20.34%Add
BROWN ADVISORY INC
<0.01%<0.01%#14$662,29413,304$372,2579,967+3,337+33.48%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$528,01910,609$110,3642,955+7,654+259.02%Add
Aurora Private Wealth, Inc.
0.31%#4$493,8339,920$00+9,920New Buy
Stonebridge Financial Planning Group, LLC
0.14%#6$435,1918,742$00+8,742New Buy
Janney Montgomery Scott LLC
<0.01%#16$369,2807,418$00+7,418New Buy
Merit Financial Group, LLC
<0.01%#13$279,4865,614$00+5,614New Buy
Harvest Investment Services, LLC
0.04%#9$267,2285,368$00+5,368New Buy
Integrated Wealth Concepts LLC
<0.01%#21$58,9411,184$00+1,184New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#23$15,831318$6,312169+149+88.17%Add
Coppell Advisory Solutions LLC
<0.01%#17$8,40817,322$00+17,322New Buy
Global Retirement Partners, LLC
<0.01%#26$6,306127$00+127New Buy
IFP Advisors, Inc
<0.01%<0.01%#27$2,48950$1,8675000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow