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

FIRST TR EXCHANGE-TRADED FD

SCIO
Institutions
98
Combined AUM (Q2 2026)
$380.3M
Combined Shares (Q2 2026)
18.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7.2M
80 · 25 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-313,294
17 · 6 Exit · ≈
⚖️ Net
+6.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$380.3M
Institutions
98
New Buys
25
Adds
55
Reduces
11
Exits
6
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
STRATEGIC PLANNING GROUP, LLC
6.46%6.89%#1$59.3M2.9M$49.3M2.4M+481,148+20.14%Add
MORGAN STANLEY
<0.01%#73$45.9M2.2M$00+2.2MNew Buy
LPL Financial LLC
0.01%0.01%#55$44.3M2.1M$19.1M925,258+1.2M+131.63%Add
Ferguson Shapiro LLC
5.88%5.27%#2$20.1M972,151$17.3M837,868+134,283+16.03%Add
FIRST TRUST ADVISORS LP
0.01%<0.01%#57$13.8M668,221$5.2M251,837+416,384+165.34%Add
Capital Investment Counsel, LLC
1.68%1.29%#6$13.6M657,747$9.4M455,240+202,507+44.48%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#78$13.3M641,554$8.0M387,884+253,670+65.40%Add
Kestra Advisory Services, LLC
0.04%0.04%#37$11.9M575,530$11.7M568,187+7,343+1.29%Add
Uniting Wealth Partners, LLC
2.26%1.19%#5$11.1M538,617$5.6M271,911+266,706+98.09%Add
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
5.04%5.47%#3$11.0M530,567$9.5M461,107+69,460+15.06%Add
First Heartland Consultants, Inc.
0.67%0.81%#11$10.3M500,173$10.6M513,852-13,679-2.66%Reduce
Beaumont Financial Advisors, LLC
0.56%0.5%#13$8.8M427,102$7.2M350,934+76,168+21.70%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#53$8.7M421,970$7.5M365,073+56,897+15.59%Add
Delta Investment Management, LLC
1.12%1.09%#8$6.8M329,490$6.1M295,785+33,705+11.40%Add
HARBOUR INVESTMENTS, INC.
0.08%0.09%#27$6.1M293,563$5.7M273,777+19,786+7.23%Add
CHANNEL WEALTH LLC
1.33%0.36%#7$5.9M286,993$1.5M71,338+215,655+302.30%Add
Brendel Financial Advisors LLC
2.51%2.67%#4$5.4M262,638$5.4M261,809+829+0.32%Add
Snowden Capital Advisors LLC
0.11%0.12%#23$4.7M228,957$4.4M213,296+15,661+7.34%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#83$4.5M219,175$2.6M125,721+93,454+74.33%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.04%0.05%#35$4.2M204,157$4.2M201,600+2,557+1.27%Add
&PARTNERS
0.02%#47$4.1M197,804$00+197,804New Buy
Farther Finance Advisors, LLC
0.02%0.02%#41$3.2M154,460$2.0M97,931+56,529+57.72%Add
CoreCap Advisors, LLC
0.09%#25$3.0M146,884$00+146,884New Buy
CRUX WEALTH ADVISORS
1.01%1.1%#9$2.9M140,303$2.9M139,231+1,072+0.77%Add
Triad Wealth Partners, LLC
0.16%#22$2.7M130,301$00+130,301New Buy
Dynamic Advisor Solutions LLC
0.07%0.05%#29$2.6M124,433$1.6M79,468+44,965+56.58%Add
Prosperity Financial Group, Inc.
0.79%0.51%#10$2.6M123,997$1.4M67,155+56,842+84.64%Add
Meridian Wealth Management, LLC
0.08%0.07%#28$2.5M119,669$1.9M91,070+28,599+31.40%Add
Centennial Wealth Advisory LLC
0.53%#14$2.4M118,426$00+118,426New Buy
Sanctuary Advisors, LLC
0.01%0.01%#51$2.4M118,304$2.4M117,583+721+0.61%Add
Cetera Investment Advisers
<0.01%<0.01%#77$2.4M117,552$1.9M94,472+23,080+24.43%Add
HighTower Advisors, LLC
<0.01%<0.01%#76$2.3M110,945$1.2M59,539+51,406+86.34%Add
Avior Wealth Management, LLC
0.06%0.06%#33$2.0M98,315$2.0M98,31500.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#89$1.9M94,142$1.5M70,634+23,508+33.28%Add
NewEdge Advisors, LLC
0.01%<0.01%#58$1.9M92,342$528,15725,589+66,753+260.87%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#75$1.9M91,676$1.8M89,236+2,440+2.73%Add
Philip James Wealth Mangement, LLC
0.21%0.23%#21$1.9M90,246$2.0M97,046-6,800-7.01%Reduce
Independent Wealth Network Inc.
0.43%0.46%#15$1.7M81,964$1.6M75,614+6,350+8.40%Add
WEDBUSH SECURITIES INC
0.04%0.02%#36$1.6M79,720$747,00036,200+43,520+120.22%Add
Maia Wealth LLC
0.21%0.2%#20$1.4M69,806$1.2M56,314+13,492+23.96%Add
Wagner Wealth Management, LLC
0.26%0.28%#18$1.4M68,684$1.4M67,366+1,318+1.96%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#90$1.4M66,932$860,00741,667+25,265+60.64%Add
ASSETMARK, INC
<0.01%#74$1.3M64,864$00+64,864New Buy
Brookstone Capital Management
0.01%0.01%#52$1.1M53,753$1.1M52,238+1,515+2.90%Add
WINEBRENNER CAPITAL MANAGEMENT LLC
0.62%0.72%#12$1.0M49,176$1.1M54,404-5,228-9.61%Reduce
Private Advisor Group, LLC
<0.01%#63$955,33646,218$00+46,218New Buy
Envestnet Portfolio Solutions, Inc.
<0.01%#62$941,30145,540$00+45,540New Buy
Triton Wealth Management, PLLC
0.28%0.3%#16$925,59544,910$819,22539,720+5,190+13.07%Add
RFG Advisory, LLC
0.01%0.03%#48$895,37243,317$1.4M66,012-22,695-34.38%Reduce
Sigma Planning Corp
0.02%0.02%#44$822,95139,814$863,68541,845-2,031-4.85%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow