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

FIRST TR EXCHANGE TRADED FD

FTXG
Institutions
27
Combined AUM (Q2 2026)
$15.0M
Combined Shares (Q2 2026)
675,906
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+357,226
15 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-120,293
9 · 3 Exit · ≈
⚖️ Net
+236,933
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$15.0M
Institutions
27
New Buys
4
Adds
11
Reduces
6
Exits
3
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#13$5.8M261,984$409,67619,111+242,873+1,270.85%Add
IHT Wealth Management, LLC
0.03%0.03%#5$1.3M58,643$1.3M58,481+162+0.28%Add
CITADEL ADVISORS LLC
<0.01%#18$979,20244,000$00+44,000New Buy
Financial Solutions Advisory Group, Inc.
0.11%0.11%#3$867,82038,787$817,17636,915+1,872+5.07%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#14$781,51535,117$708,75132,017+3,100+9.68%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#22$779,22335,014$00+35,014New Buy
Wakefield Asset Management LLLP
0.17%0.19%#2$750,47033,722$708,33131,998+1,724+5.39%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#23$687,77830,905$604,15527,292+3,613+13.24%Add
Clear Point Advisors Inc.
0.05%0.17%#4$637,29628,968$1.4M28,96800.00%Unchanged
STIFEL FINANCIAL CORP
<0.01%<0.01%#10$621,01627,905$308,71813,946+13,959+100.09%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#20$513,00023,067$421,00019,009+4,058+21.35%Add
LPL Financial LLC
<0.01%<0.01%#21$275,55712,382$207,8569,390+2,992+31.86%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#11$264,73811,674$306,43213,801-2,127-15.41%Reduce
Fulcrum Equity Management
0.23%0.24%#1$252,74711,418$252,74711,41800.00%Unchanged
McAdam, LLC
0.01%0.01%#6$216,9609,749$238,94410,794-1,045-9.68%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$111,4155,006$62,6372,829+2,177+76.95%Add
IFP Advisors, Inc
<0.01%<0.01%#8$42,0611,890$41,8381,89000.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#19$30,3751,365$36,2861,639-274-16.72%Reduce
Banque Transatlantique SA
<0.01%<0.01%#9$29,5991,330$29,4421,33000.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#16$27,5041,236$00+1,236New Buy
Parallel Advisors, LLC
<0.01%<0.01%#12$21,698975$24,6821,115-140-12.56%Reduce
SIMPLEX TRADING, LLC
<0.01%#25$9,903445$00+445New Buy
Minot DeBlois Advisors LLC
<0.01%<0.01%#7$5,230235$5,20223500.00%Unchanged
Princeton Global Asset Management LLC
<0.01%<0.01%#15$1,22455$1,2185500.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#26$37817$1,94888-71-80.68%Reduce
Transamerica Financial Advisors, LLC
<0.01%<0.01%#24$35015$35616-1-6.25%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#27$432$201+1+100.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow