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

FIRST TR EXCHANGE-TRADED ALP

FTC
Institutions
226
Combined AUM (Q2 2026)
$965.5M
Combined Shares (Q2 2026)
5.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+310,291
79 · 29 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-437,231
97 · 12 Exit · ≈
⚖️ Net
-126,940
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$965.5M
Institutions
226
New Buys
29
Adds
50
Reduces
85
Exits
12
Unchanged
62
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.01%0.01%#149$138.9M717,082$120.8M751,811-34,729-4.62%Reduce
LPL Financial LLC
0.03%0.03%#100$129.7M669,373$104.2M675,983-6,610-0.98%Reduce
Janney Montgomery Scott LLC
0.17%0.17%#33$85.3M440,151$68.7M445,998-5,847-1.31%Reduce
WELLS FARGO & COMPANY/MN
0.01%0.01%#138$65.6M338,661$65.2M423,029-84,368-19.94%Reduce
UBS Group AG
0.01%0.01%#158$43.7M225,676$34.0M220,814+4,862+2.20%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#143$32.8M169,427$32.1M208,477-39,050-18.73%Reduce
Baird Financial Group, Inc.
0.04%0.04%#87$29.6M152,775$23.4M151,568+1,207+0.80%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.03%#91$29.4M151,776$24.3M157,463-5,687-3.61%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#186$26.2M135,002$21.5M139,549-4,547-3.26%Reduce
CX Institutional
0.61%0.54%#11$21.2M109,235$17.5M113,785-4,550-4.00%Reduce
Cetera Investment Advisers
0.02%0.02%#117$18.5M95,400$14.6M94,527+873+0.92%Add
BENJAMIN EDWARDS INC
0.14%0.1%#37$15.4M79,225$9.6M62,417+16,808+26.93%Add
Kingsview Wealth Management, LLC
0.26%0.2%#21$14.8M96,119$14.8M96,11900.00%Unchanged
STIFEL FINANCIAL CORP
0.01%0.01%#134$14.1M72,538$9.0M58,169+14,369+24.70%Add
Cambridge Investment Research Advisors, Inc.
0.03%0.04%#97$13.8M71,139$14.3M92,550-21,411-23.13%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#182$13.2M68,111$10.6M68,493-382-0.56%Reduce
&PARTNERS
0.05%<0.01%#82$11.7M66,595$474,4913,079+63,516+2,062.88%Add
Arax Advisory Partners
0.06%<0.01%#72$9.3M47,775$24,663160+47,615+29,759.38%Add
HARBOUR INVESTMENTS, INC.
0.12%0.11%#45$9.1M46,986$7.3M47,302-316-0.67%Reduce
SPIRIT OF AMERICA MANAGEMENT CORP/NY
0.83%0.01%#5$8.1M42,056$43,686263+41,793+15,890.87%Add
D.A. DAVIDSON & CO.
0.04%0.04%#88$7.3M37,733$5.8M37,747-14-0.04%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#167$7.3M37,518$5.7M37,284+234+0.63%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#188$7.0M36,193$5.2M33,687+2,506+7.44%Add
Virtu Financial LLC
0.22%0.25%#23$6.9M35,585$6.1M39,771-4,186-10.53%Reduce
Integrated Wealth Concepts LLC
0.03%0.01%#94$6.8M35,105$1.3M8,314+26,791+322.24%Add
FIRST TRUST ADVISORS LP
<0.01%<0.01%#169$6.0M31,137$4.9M31,929-792-2.48%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#151$5.8M30,048$4.0M26,172+3,876+14.81%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#196$5.6M29,002$2.6M16,722+12,280+73.44%Add
LVZ, Inc.
0.52%0.48%#13$5.1M26,298$4.2M27,328-1,030-3.77%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#180$5.0M26,998$3.7M24,271+2,727+11.24%Add
IHT Wealth Management, LLC
0.1%0.1%#51$4.9M25,393$4.2M27,090-1,697-6.26%Reduce
Boyce & Associates Wealth Consulting, Inc.
2.92%2.47%#2$4.2M21,706$3.3M21,127+579+2.74%Add
Proactive Wealth Strategies LLC
0.64%0.6%#10$4.0M20,681$3.2M20,776-95-0.46%Reduce
HFG Advisors, Inc.
2.48%2.19%#3$4.0M20,495$3.1M20,219+276+1.37%Add
Rockefeller Capital Management L.P.
0.01%0.01%#156$3.9M20,144$3.0M19,557+587+3.00%Add
Wealthcare Advisory Partners LLC
0.07%0.05%#63$3.7M19,163$2.5M16,493+2,670+16.19%Add
Private Advisor Group, LLC
0.02%0.02%#116$3.7M19,047$3.2M21,073-2,026-9.61%Reduce
Prospera Financial Services Inc
0.05%0.05%#79$3.6M18,744$2.9M18,912-168-0.89%Reduce
IFP Advisors, Inc
0.06%0.07%#70$3.6M18,506$3.1M20,375-1,869-9.17%Reduce
Equitable Holdings, Inc.
0.02%0.02%#112$3.5M17,966$3.1M19,096-1,130-5.92%Reduce
Vestmark Advisory Solutions, Inc.
0.03%0.03%#96$3.4M17,613$3.1M20,180-2,567-12.72%Reduce
Western Wealth Management, LLC
0.11%0.11%#50$3.4M17,471$2.8M17,950-479-2.67%Reduce
IFS Group,LLC
4.4%1.98%#1$3.2M16,550$2.2M14,405+2,145+14.89%Add
FSB PREMIER WEALTH MANAGEMENT, INC.
0.83%0.74%#6$2.9M15,170$2.4M15,281-111-0.73%Reduce
Wedmont Private Capital
0.08%0.08%#59$2.8M15,400$2.5M15,40000.00%Unchanged
TRUIST FINANCIAL CORP
<0.01%<0.01%#172$2.6M13,285$2.0M12,908+377+2.92%Add
Snowden Capital Advisors LLC
0.06%0.06%#74$2.5M13,068$2.1M13,570-502-3.70%Reduce
Gateway Wealth Partners, LLC
0.15%0.19%#36$2.5M13,014$4.8M31,138-18,124-58.21%Reduce
Empirical Asset Management, LLC
0.55%0.49%#12$2.4M12,603$1.9M12,045+558+4.63%Add
Steward Partners Investment Advisory, LLC
0.01%<0.01%#132$2.4M12,157$326,3202,117+10,040+474.26%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow