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

FIRST TR EXCHNG TRADED FD

FBDC
Institutions
14
Combined AUM (Q2 2026)
$7.4M
Combined Shares (Q2 2026)
434,443
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+16,431
7 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-158,469
8 · 3 Exit · ≈
⚖️ Net
-142,038
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.4M
Institutions
14
New Buys
3
Adds
4
Reduces
5
Exits
3
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#5$2.9M168,292$3.2M187,529-19,237-10.26%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#4$1.4M83,787$1.4M83,409+378+0.45%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#10$1.0M59,516$1.9M112,640-53,124-47.16%Reduce
MORGAN STANLEY
<0.01%<0.01%#13$483,98928,562$1.7M85,803-57,241-66.71%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#6$462,54027,296$474,86027,971-675-2.41%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#12$395,89123,363$522,56930,781-7,418-24.10%Reduce
MML INVESTORS SERVICES, LLC
<0.01%#7$257,88015,218$00+15,218New Buy
SYM FINANCIAL Corp
0.02%0.02%#1$204,51212,069$204,89512,06900.00%Unchanged
UHLMANN PRICE SECURITIES, LLC
0.01%0.01%#2$184,69210,899$179,58410,578+321+3.03%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$58,6983,460$54,7463,223+237+7.35%Add
LANARK FINANCIAL, INC.
<0.01%<0.01%#3$28,0971,658$27,7421,634+24+1.47%Add
SHP Wealth Management
<0.01%#8$3,389200$00+200New Buy
Golden State Wealth Management, LLC
<0.01%<0.01%#9$1,18670$1,1887000.00%Unchanged
UBS Group AG
<0.01%#14$89853$00+53New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow