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

FIRST TR EXCHANGE-TRADED FD

SHRY
Institutions
16
Combined AUM (Q2 2026)
$6.9M
Combined Shares (Q2 2026)
160,917
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5,511
6 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-68,167
6 · 2 Exit · ≈
⚖️ Net
-62,656
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$6.9M
Institutions
16
New Buys
3
Adds
3
Reduces
4
Exits
2
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#9$3.1M71,488$3.1M70,942+546+0.77%Add
FSB PREMIER WEALTH MANAGEMENT, INC.
0.26%0.29%#1$917,65621,473$932,96221,469+4+0.02%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#13$821,50319,223$835,37019,22300.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#14$482,69611,295$2.1M48,789-37,494-76.85%Reduce
MANCHESTER FINANCIAL INC
0.07%0.25%#2$399,1069,339$1.3M30,386-21,047-69.27%Reduce
Mariner, LLC
<0.01%<0.01%#11$313,8027,343$319,0507,342+1+0.01%Add
RFG Advisory, LLC
<0.01%0.01%#3$250,6985,866$350,1318,057-2,191-27.19%Reduce
Allworth Financial LP
<0.01%<0.01%#7$238,6355,584$242,6635,58400.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#10$110,9422,596$00+2,596New Buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#5$91,1432,114$00+2,114New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#8$61,9241,449$62,9691,44900.00%Unchanged
PRIVATE TRUST CO NA
<0.01%<0.01%#4$43,4551,017$44,1891,01700.00%Unchanged
UBS Group AG
<0.01%<0.01%#15$40,641951$49,3241,135-184-16.21%Reduce
LANARK FINANCIAL, INC.
<0.01%<0.01%#6$39,690928$40,36092800.00%Unchanged
Global Retirement Partners, LLC
<0.01%#12$10,684250$00+250New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#16$381$52100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow