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

FIRST TR EXCHANGE TRADED FD

FTCE
Institutions
13
Combined AUM (Q2 2026)
$72.6M
Combined Shares (Q2 2026)
2.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+299,536
10 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3,398
2 · 0 Exit · ≈
⚖️ Net
+296,138
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$72.6M
Institutions
13
New Buys
4
Adds
6
Reduces
2
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Horizon Advisory Services, Inc.
21.33%21.62%#1$50.7M1.9M$42.2M1.8M+84,485+4.73%Add
Luken Investment Analytics, LLC
2.71%1.99%#2$7.8M286,680$5.2M220,129+66,551+30.23%Add
HARBOUR INVESTMENTS, INC.
0.05%0.06%#7$4.1M149,806$3.6M153,172-3,366-2.20%Reduce
THOROUGHBRED FINANCIAL SERVICES, LLC
0.13%0.13%#5$3.1M113,931$2.1M90,382+23,549+26.05%Add
Accurate Wealth Management, LLC
0.19%0.13%#3$2.0M74,067$1.1M45,440+28,627+63.00%Add
KINGSWOOD WEALTH ADVISORS, LLC
0.07%0.06%#6$1.7M64,195$1.2M49,674+14,521+29.23%Add
MSH Capital Advisors LLC
0.17%#4$982,97736,299$00+36,299New Buy
LPL Financial LLC
<0.01%#10$932,20234,424$00+34,424New Buy
Tower Research Capital LLC (TRC)
0.02%0.01%#8$828,18830,583$564,05023,860+6,723+28.18%Add
OneDigital Investment Advisors LLC
<0.01%<0.01%#9$407,14815,035$356,18415,067-32-0.21%Reduce
JPMORGAN CHASE & CO
<0.01%#11$113,0614,172$00+4,172New Buy
UBS Group AG
<0.01%#13$5,010185$00+185New Buy
ASSETMARK, INC
<0.01%<0.01%#12$1,21945$1,0644500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow