FIRST TR EXCHANGE-TRADED FD IV INTERMEDIATE DURATION INVT GRADE CORPORATE ETF · 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 | 0.02% | 0.03% | #57 | $100.6M | 4.9M | $100.7M | 4.9M | +6,873+0.14% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #108 | $56.0M | 2.7M | $49.4M | 2.3M | +376,406+16.18% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #84 | $39.5M | 1.9M | $35.1M | 1.7M | +216,084+12.76% | Add | |
| MANCHESTER FINANCIAL INC | 5.83% | 4.25% | #1 | $32.8M | 1.6M | $22.2M | 1.1M | +514,242+48.15% | Add | |
| TCP Asset Management, LLC | 3.54% | 3.73% | #2 | $31.2M | 1.5M | $29.0M | 1.4M | +109,857+7.86% | Add | |
| Cetera Investment Advisers | 0.02% | 0.04% | #55 | $27.3M | 1.3M | $35.9M | 1.7M | -410,281-23.72% | Reduce | |
| Per Stirling Capital Management, LLC. | 1.74% | 2.02% | #6 | $18.3M | 883,962 | $18.3M | 880,325 | +3,637+0.41% | Add | |
| STEPHENS INC /AR/ | 0.18% | 0.2% | #19 | $15.8M | 765,223 | $15.8M | 761,660 | +3,563+0.47% | Add | |
| Kestra Advisory Services, LLC | 0.04% | 0.04% | #45 | $12.5M | 605,395 | $11.9M | 571,903 | +33,492+5.86% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.03% | 0.03% | #54 | $11.3M | 546,048 | $11.2M | 537,691 | +8,357+1.55% | Add | |
| FIRST TRUST ADVISORS LP | 0.01% | 0.01% | #94 | $10.7M | 518,470 | $9.6M | 462,533 | +55,937+12.09% | Add | |
| Rehmann Capital Advisory Group | 0.53% | 0.53% | #10 | $10.2M | 489,871 | $10.2M | 489,871 | 00.00% | Unchanged | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.05% | #71 | $9.8M | 474,617 | $38.5M | 1.9M | -1.4M-74.44% | Reduce | |
| &PARTNERS | 0.04% | 0.04% | #49 | $9.3M | 446,702 | $8.5M | 411,271 | +35,431+8.62% | Add | |
| NewEdge Advisors, LLC | 0.03% | 0.03% | #53 | $9.0M | 433,525 | $7.6M | 366,000 | +67,525+18.45% | Add | |
| BENJAMIN EDWARDS INC | 0.07% | 0.08% | #32 | $8.1M | 393,377 | $7.6M | 366,373 | +27,004+7.37% | Add | |
| Mach-1 Financial Group, LLC | 2.75% | 2.63% | #3 | $7.1M | 343,076 | $7.5M | 360,331 | -17,255-4.79% | Reduce | |
| Owen LaRue, LLC | 2.15% | 2.31% | #4 | $6.2M | 299,015 | $6.0M | 290,546 | +8,469+2.91% | Add | |
| JANE STREET GROUP, LLC | <0.01% | — | #124 | $5.4M | 258,677 | $0 | 0 | +258,677 | New Buy | |
| Csenge Advisory Group | 0.21% | 0.23% | #16 | $5.2M | 251,057 | $4.9M | 237,188 | +13,869+5.85% | Add | |
| ASSETMARK, INC | 0.01% | 0.01% | #85 | $5.2M | 249,038 | $4.9M | 238,285 | +10,753+4.51% | Add | |
| Janney Montgomery Scott LLC | 0.01% | 0.01% | #82 | $4.9M | 235,916 | $4.4M | 210,854 | +25,062+11.89% | Add | |
| Bank of New York Mellon Corp | <0.01% | <0.01% | #118 | $4.5M | 217,902 | $4.3M | 205,029 | +12,873+6.28% | Add | |
| Avior Wealth Management, LLC | 0.11% | 0.11% | #26 | $3.7M | 180,401 | $3.7M | 180,401 | 00.00% | Unchanged | |
| MML INVESTORS SERVICES, LLC | 0.01% | <0.01% | #88 | $3.7M | 178,036 | $1.8M | 84,809 | +93,227+109.93% | Add | |
| HighTower Advisors, LLC | <0.01% | 0.01% | #107 | $3.4M | 164,463 | $8.1M | 389,839 | -225,376-57.81% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #102 | $3.1M | 149,423 | $2.4M | 114,715 | +34,708+30.26% | Add | |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.87% | 0.72% | #7 | $3.1M | 149,149 | $2.3M | 111,209 | +37,940+34.12% | Add | |
| IFP Advisors, Inc | 0.06% | 0.06% | #38 | $3.1M | 147,458 | $2.7M | 131,685 | +15,773+11.98% | Add | |
| Orion Porfolio Solutions, LLC | 0.02% | 0.03% | #58 | $2.9M | 139,146 | $3.1M | 147,927 | -8,781-5.94% | Reduce | |
| Kingsview Wealth Management, LLC | 0.05% | 0.04% | #41 | $2.9M | 138,701 | $2.9M | 138,701 | 00.00% | Unchanged | |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.05% | — | #40 | $2.8M | 133,261 | $0 | 0 | +133,261 | New Buy | |
| Gateway Wealth Partners, LLC | 0.17% | 0.14% | #21 | $2.8M | 133,052 | $3.5M | 167,614 | -34,562-20.62% | Reduce | |
| Prospera Financial Services Inc | 0.04% | 0.04% | #48 | $2.6M | 127,695 | $2.8M | 132,762 | -5,067-3.82% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #127 | $2.6M | 124,844 | $1.5M | 71,537 | +53,307+74.52% | Add | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0.55% | 0.69% | #9 | $2.4M | 117,029 | $2.7M | 132,222 | -15,193-11.49% | Reduce | |
| TRUIST FINANCIAL CORP | <0.01% | — | #110 | $1.9M | 93,771 | $0 | 0 | +93,771 | New Buy | |
| GOLDMAN SACHS GROUP INC | <0.01% | — | #132 | $1.9M | 93,698 | $0 | 0 | +93,698 | New Buy | |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.03% | 0.04% | #52 | $1.9M | 91,916 | $2.0M | 96,066 | -4,150-4.32% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #133 | $1.9M | 91,169 | $2.4M | 116,652 | -25,483-21.85% | Reduce | |
| HRT FINANCIAL LP | <0.01% | — | #106 | $1.8M | 87,880 | $0 | 0 | +87,880 | New Buy | |
| PARK AVENUE SECURITIES LLC | 0.01% | 0.01% | #78 | $1.7M | 83,822 | $1.6M | 77,600 | +6,222+8.02% | Add | |
| Sanctuary Advisors, LLC | 0.01% | 0.01% | #87 | $1.7M | 80,998 | $1.6M | 79,241 | +1,757+2.22% | Add | |
| IAMS WEALTH MANAGEMENT, LLC | 0.45% | 0.49% | #12 | $1.5M | 71,489 | $1.4M | 67,527 | +3,962+5.87% | Add | |
| AE Wealth Management LLC | 0.01% | 0.01% | #91 | $1.5M | 70,656 | $1.5M | 72,893 | -2,237-3.07% | Reduce | |
| VAQUERO PRIVATE WEALTH, LTD | 0.28% | — | #15 | $1.4M | 65,271 | $0 | 0 | +65,271 | New Buy | |
| Atria Investments, Inc | 0.01% | 0.01% | #70 | $1.3M | 64,430 | $1.2M | 58,928 | +5,502+9.34% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #131 | $1.2M | 59,802 | $1.1M | 52,350 | +7,452+14.23% | Add | |
| NewEdge Wealth, LLC | 0.01% | 0.01% | #72 | $1.2M | 59,463 | $1.1M | 51,997 | +7,466+14.36% | Add | |
| Concurrent Investment Advisors, LLC | 0.01% | 0.01% | #81 | $1.2M | 56,069 | $752,760 | 36,278 | +19,791+54.55% | Add |