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

FIRST TR EXCHANGE TRADED FD

FTHI
Institutions
226
Combined AUM (Q2 2026)
$1.47B
Combined Shares (Q2 2026)
61.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+8.2M
157 · 30 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.7M
68 · 18 Exit · ≈
⚖️ Net
+6.5M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.47B
Institutions
226
New Buys
30
Adds
127
Reduces
50
Exits
18
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.06%0.06%#92$264.1M11.1M$221.2M9.6M+1.4M+14.90%Add
WELLS FARGO & COMPANY/MN
0.03%0.03%#125$181.7M7.6M$157.4M6.9M+760,885+11.10%Add
RAYMOND JAMES FINANCIAL INC
0.03%0.03%#126$105.4M4.4M$89.6M3.9M+515,796+13.21%Add
ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#130$92.1M3.9M$86.8M3.8M+79,011+2.09%Add
AMERIPRISE FINANCIAL INC
0.02%0.01%#151$79.3M3.3M$45.9M2.0M+1.3M+66.14%Add
D.A. DAVIDSON & CO.
0.41%0.42%#30$74.6M3.1M$69.1M3.0M+115,382+3.83%Add
ROYAL BANK OF CANADA
0.01%0.01%#170$66.8M2.8M$58.0M2.5M+274,143+10.85%Add
Ergawealth Advisors, Inc.
24.54%24.02%#1$63.2M2.6M$54.3M2.4M+281,779+11.90%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.06%#91$47.2M2.0M$43.5M1.9M+84,919+4.48%Add
Cetera Investment Advisers
0.04%0.04%#108$45.9M1.9M$41.7M1.8M+109,605+6.03%Add
Janney Montgomery Scott LLC
0.03%0.04%#117$17.9M750,989$15.6M679,249+71,740+10.56%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#161$16.9M707,200$12.0M522,700+184,500+35.30%Add
STIFEL FINANCIAL CORP
0.01%0.01%#165$14.3M597,670$13.6M593,180+4,490+0.76%Add
OSAIC HOLDINGS, INC.
0.02%0.01%#155$13.3M556,384$10.0M434,097+122,287+28.17%Add
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#124$12.7M533,809$11.6M507,402+26,407+5.20%Add
Baird Financial Group, Inc.
0.02%0.01%#152$11.5M482,564$6.7M292,101+190,463+65.20%Add
Advisor OS, LLC
0.7%0.68%#18$10.5M440,389$9.4M411,435+28,954+7.04%Add
MJP ASSOCIATES INC /ADV
1.14%1.14%#11$10.5M438,628$9.4M409,674+28,954+7.07%Add
Sun Financial Inc
4.69%4.84%#2$10.1M422,859$9.7M401,866+20,993+5.22%Add
HUB Investment Partners, LLC
0.18%0.22%#50$9.8M412,413$9.3M405,975+6,438+1.59%Add
Snowden Capital Advisors LLC
0.23%0.24%#43$9.8M409,600$9.0M394,242+15,358+3.90%Add
SHP Wealth Management
0.66%0.65%#20$9.6M402,531$8.6M374,265+28,266+7.55%Add
ARQ WEALTH ADVISORS, LLC
1.01%0.91%#13$8.2M341,988$5.0M218,950+123,038+56.19%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#190$7.5M314,224$6.9M300,049+14,175+4.72%Add
CreativeOne Wealth, LLC
0.16%0.17%#56$7.4M311,223$7.1M311,521-298-0.10%Reduce
Ameritas Advisory Services, LLC
0.15%0.04%#61$7.2M303,003$924,68240,291+262,712+652.04%Add
Arax Advisory Partners
0.05%0.15%#104$7.0M293,695$5.1M224,002+69,693+31.11%Add
TRUIST FINANCIAL CORP
0.01%0.01%#176$6.8M285,468$5.2M227,800+57,668+25.32%Add
Equitable Holdings, Inc.
0.04%0.03%#112$6.5M273,877$5.4M229,137+44,740+19.53%Add
Rockefeller Capital Management L.P.
0.01%0.01%#171$6.4M270,393$5.9M256,623+13,770+5.37%Add
Cooper Financial Group
0.51%0.69%#24$6.2M258,359$6.8M297,955-39,596-13.29%Reduce
Archer Investment Corp
1.2%1.15%#9$6.1M256,019$5.4M234,922+21,097+8.98%Add
RiverTree Advisors, LLC
3.57%3.07%#3$6.0M253,238$4.9M211,386+41,852+19.80%Add
Kestra Advisory Services, LLC
0.02%0.02%#137$5.8M244,991$4.9M212,991+32,000+15.02%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#166$5.5M231,315$3.4M149,935+81,380+54.28%Add
HBW ADVISORY SERVICES LLC
0.49%0.53%#25$5.4M226,905$5.0M219,523+7,382+3.36%Add
Farther Finance Advisors, LLC
0.04%0.03%#109$5.3M221,026$3.5M152,861+68,165+44.59%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#172$5.2M219,137$4.6M198,355+20,782+10.48%Add
Chicago Partners Investment Group LLC
0.1%0.1%#67$5.1M214,232$4.5M190,571+23,661+12.42%Add
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
2.46%#4$5.1M211,875$00+211,875New Buy
ELEVATION WEALTH PARTNERS, LLC
1.48%1.7%#7$4.9M206,649$4.7M206,225+424+0.21%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.09%0.02%#72$4.6M194,932$225,93212,239+182,693+1,492.71%Add
Ausdal Financial Partners, Inc.
0.18%0.18%#51$4.5M189,146$4.1M177,399+11,747+6.62%Add
RFG Advisory, LLC
0.07%0.05%#81$4.5M188,692$2.6M115,048+73,644+64.01%Add
Perennial Investment Advisors, LLC
0.28%0.3%#38$4.2M177,809$3.8M165,360+12,449+7.53%Add
Mutual Advisors, LLC
0.08%0.09%#75$4.1M173,534$4.3M186,574-13,040-6.99%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#197$4.1M173,020$3.8M163,601+9,419+5.76%Add
HARBOUR INVESTMENTS, INC.
0.05%0.06%#98$4.0M169,192$3.6M158,308+10,884+6.88%Add
Concurrent Investment Advisors, LLC
0.03%0.04%#119$4.0M165,981$3.3M145,039+20,942+14.44%Add
Steward Partners Investment Advisory, LLC
0.02%0.01%#134$3.9M163,360$2.9M127,277+36,083+28.35%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow