13FBOX
FIRST TRUST · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TRUST

FSCS
Institutions
25
Combined AUM (Q2 2026)
$44.0M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+54,935
12 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-136,105
14 · 8 Exit · ≈
⚖️ Net
-81,170
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$44.0M
Institutions
25
New Buys
2
Adds
10
Reduces
6
Exits
8
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#8$18.9M514,446$18.3M521,239-6,793-1.30%Reduce
NewEdge Advisors, LLC
0.05%0.05%#2$16.4M444,338$14.7M416,606+27,732+6.66%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#12$1.9M51,591$1.9M53,181-1,590-2.99%Reduce
Equitable Holdings, Inc.
0.01%0.01%#5$1.5M40,129$1.1M29,556+10,573+35.77%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#22$881,79023,962$901,73425,616-1,654-6.46%Reduce
Sanctuary Advisors, LLC
<0.01%<0.01%#9$798,04621,686$515,19514,635+7,051+48.18%Add
Cetera Investment Advisers
<0.01%<0.01%#15$688,49618,709$477,04913,552+5,157+38.05%Add
FSB PREMIER WEALTH MANAGEMENT, INC.
0.19%0.2%#1$657,64817,871$628,84717,864+7+0.04%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#17$526,23314,300$545,63115,500-1,200-7.74%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#13$407,19511,065$637,93818,122-7,057-38.94%Reduce
PFG Investments, LLC
0.01%0.02%#4$379,29210,307$362,82710,30700.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%0.02%#6$272,1017,390$225,5426,390+1,000+15.65%Add
Private Advisor Group, LLC
<0.01%<0.01%#14$246,4226,696$224,0116,364+332+5.22%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#11$167,5484,553$169,9554,828-275-5.70%Reduce
MPWM ADVISORY SOLUTIONS, LLC
0.02%0.03%#3$53,9851,467$47,8401,359+108+7.95%Add
LANARK FINANCIAL, INC.
<0.01%<0.01%#10$50,5991,375$48,4021,37500.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#21$47,8391,300$45,7631,30000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#23$40,5791,102$762+1,100+55,000.00%Add
Integrated Wealth Concepts LLC
<0.01%#18$37,5341,020$00+1,020New Buy
Pinnacle Bancorp, Inc.
0.01%0.01%#7$32,126873$30,73187300.00%Unchanged
Global Retirement Partners, LLC
<0.01%#16$30,728835$00+835New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#20$13,984380$13,41238000.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#24$12,000314$10,000294+20+6.80%Add
Golden State Wealth Management, LLC
<0.01%<0.01%#19$1,96453$1,8735300.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#25$391$40100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow