FIRST TR EXCHANGE-TRADED FD DIVIDEND STRNGTH · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | <0.01% | <0.01% | #13 | $9.2M | 150,270 | $8.6M | 141,908 | +8,362+5.89% | Add | |
| Medallion Wealth Advisors, LLC | 0.48% | 0.02% | #1 | $1.6M | 25,774 | $67,813 | 1,124 | +24,650+2,193.06% | Add | |
| JANE STREET GROUP, LLC | <0.01% | — | #28 | $1.5M | 24,299 | $0 | 0 | +24,299 | New Buy | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #26 | $753,274 | 12,277 | $733,269 | 12,154 | +123+1.01% | Add | |
| AE Wealth Management LLC | <0.01% | <0.01% | #12 | $679,769 | 11,079 | $611,966 | 10,143 | +936+9.23% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #33 | $654,838 | 10,672 | $696,631 | 12,533 | -1,861-14.85% | Reduce | |
| TCFG Investment Advisors, LLC | 0.18% | 0.2% | #2 | $542,698 | 8,845 | $533,632 | 8,845 | 00.00% | Unchanged | |
| CreativeOne Wealth, LLC | 0.01% | 0.01% | #8 | $440,846 | 7,185 | $515,834 | 8,550 | -1,365-15.96% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #30 | $401,698 | 6,547 | $394,987 | 6,547 | 00.00% | Unchanged | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #34 | $364,212 | 5,936 | $486,936 | 8,071 | -2,135-26.45% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #22 | $327,703 | 5,341 | $304,518 | 5,047 | +294+5.83% | Add | |
| D.A. DAVIDSON & CO. | <0.01% | <0.01% | #15 | $302,733 | 4,934 | $209,169 | 3,467 | +1,467+42.31% | Add | |
| PFG Investments, LLC | 0.01% | 0.02% | #6 | $294,511 | 4,800 | $325,790 | 5,400 | -600-11.11% | Reduce | |
| FLOW TRADERS U.S. LLC | 0.01% | 0.04% | #7 | $274,816 | 4,479 | $1.2M | 19,125 | -14,646-76.58% | Reduce | |
| CALTON & ASSOCIATES, INC. | 0.04% | — | #5 | $269,785 | 4,397 | $0 | 0 | +4,397 | New Buy | |
| Key Client Fiduciary Advisors, LLC | 0.07% | 0.09% | #4 | $256,532 | 4,181 | $252,246 | 4,181 | 00.00% | Unchanged | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #25 | $238,493 | 3,887 | $232,759 | 3,858 | +29+0.75% | Add | |
| Pinnacle Financial Partners, Inc. | <0.01% | — | #16 | $202,906 | 3,307 | $0 | 0 | +3,307 | New Buy | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #23 | $191,369 | 3,118 | $187,587 | 3,109 | +9+0.29% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #29 | $184,070 | 3,000 | $180,994 | 3,000 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #27 | $150,619 | 2,454 | $96,345 | 1,597 | +857+53.66% | Add | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #14 | $137,439 | 2,240 | $135,143 | 2,240 | 00.00% | Unchanged | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #35 | $137,000 | 2,227 | $134,000 | 2,227 | 00.00% | Unchanged | |
| Regatta Research & Money Management | 0.12% | — | #3 | $123,415 | 2,012 | $0 | 0 | +2,012 | New Buy | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #32 | $120,013 | 1,956 | $128,627 | 2,132 | -176-8.26% | Reduce | |
| Continuum Advisory, LLC | 0.01% | — | #9 | $98,784 | 1,610 | $0 | 0 | +1,610 | New Buy | |
| Arax Advisory Partners | <0.01% | <0.01% | #24 | $44,177 | 720 | $39,216 | 650 | +70+10.77% | Add | |
| Front Row Advisors LLC | 0.01% | 0.01% | #10 | $26,382 | 400 | $24,133 | 400 | 00.00% | Unchanged | |
| Plante Moran Financial Advisors, LLC | <0.01% | <0.01% | #18 | $17,548 | 286 | $17,255 | 286 | 00.00% | Unchanged | |
| Institute for Wealth Management, LLC. | <0.01% | — | #17 | $15,340 | 250 | $0 | 0 | +250 | New Buy | |
| HAZLETT, BURT & WATSON, INC. | <0.01% | <0.01% | #11 | $12,271 | 200 | $12,000 | 200 | 00.00% | Unchanged | |
| Capital Investment Advisory Services, LLC | <0.01% | <0.01% | #19 | $12,271 | 200 | $12,066 | 200 | 00.00% | Unchanged | |
| BlackRock, Inc. | <0.01% | <0.01% | #37 | $9,774 | 159 | $9,611 | 159 | 00.00% | Unchanged | |
| Founders Financial Alliance, LLC | <0.01% | — | #20 | $3,988 | 65 | $0 | 0 | +65 | New Buy | |
| Parallel Advisors, LLC | <0.01% | <0.01% | #31 | $3,237 | 52 | $3,173 | 52 | 00.00% | Unchanged | |
| DHJJ Financial Advisors, Ltd. | <0.01% | <0.01% | #21 | $1,078 | 18 | $1,060 | 18 | 00.00% | Unchanged | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | <0.01% | <0.01% | #36 | $245 | 4 | $241 | 4 | 00.00% | Unchanged |