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

FIRST TR EXCHANGE TRADED FD

FICS
Institutions
69
Combined AUM (Q2 2026)
$152.1M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+505,492
36 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-894,468
31 · 9 Exit · ≈
⚖️ Net
-388,976
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$152.1M
Institutions
69
New Buys
10
Adds
26
Reduces
22
Exits
9
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#29$41.3M987,414$42.4M1.1M-99,355-9.14%Reduce
Cetera Investment Advisers
0.02%0.02%#25$18.9M451,655$16.1M411,682+39,973+9.71%Add
Key FInancial Inc
1.7%1.73%#1$10.4M248,600$9.7M249,690-1,090-0.44%Reduce
Golden State Wealth Management, LLC
0.54%0.58%#4$5.9M141,235$5.3M135,096+6,139+4.54%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#57$4.5M108,614$853,62421,868+86,746+396.68%Add
Chris Bulman Inc
1.62%1.84%#2$4.4M105,914$4.2M107,829-1,915-1.78%Reduce
Brookstone Capital Management
0.04%0.05%#14$4.3M103,014$4.1M105,701-2,687-2.54%Reduce
Integrated Wealth Concepts LLC
0.02%#22$3.8M90,045$00+90,045New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#52$3.7M88,457$4.4M112,083-23,626-21.08%Reduce
CARY STREET PARTNERS FINANCIAL LLC
0.08%#10$3.7M87,417$00+87,417New Buy
WEDBUSH SECURITIES INC
0.09%0.09%#9$3.3M80,066$3.2M81,424-1,358-1.67%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#55$3.0M72,657$2.2M56,837+15,820+27.83%Add
Steward Partners Investment Advisory, LLC
0.01%0.01%#27$2.9M68,700$1.3M33,323+35,377+106.16%Add
D.A. DAVIDSON & CO.
0.02%0.02%#26$2.8M67,352$2.5M64,441+2,911+4.52%Add
Janney Montgomery Scott LLC
<0.01%0.01%#35$2.5M60,559$2.6M66,124-5,565-8.42%Reduce
NORTHBRIDGE FINANCIAL GROUP, LLC
0.87%0.64%#3$2.3M54,266$1.5M36,036+18,230+50.59%Add
HARBOUR INVESTMENTS, INC.
0.03%0.03%#15$2.2M52,879$2.0M50,498+2,381+4.72%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#48$2.1M49,590$1.7M44,687+4,903+10.97%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#46$2.0M47,714$2.8M72,282-24,568-33.99%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#50$2.0M47,484$1.8M44,848+2,636+5.88%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#59$1.9M44,982$1.4M35,506+9,476+26.69%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#58$1.8M42,040$1.3M32,851+9,189+27.97%Add
Summit Financial, LLC
0.02%0.02%#23$1.6M38,958$1.5M38,354+604+1.57%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.02%#24$1.6M38,009$1.5M38,457-448-1.16%Reduce
Moors & Cabot, Inc.
0.06%0.06%#11$1.4M33,888$1.3M33,166+722+2.18%Add
Centennial Wealth Advisory LLC
0.29%1.39%#5$1.3M32,064$5.7M146,665-114,601-78.14%Reduce
FLOW TRADERS U.S. LLC
0.05%#12$1.3M30,725$00+30,725New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#42$1.3M30,357$1.3M33,684-3,327-9.88%Reduce
Private Advisor Group, LLC
0.01%0.01%#33$1.2M28,981$1.2M30,015-1,034-3.44%Reduce
Ameritas Investment Partners, Inc.
0.03%0.03%#16$1.1M26,676$1.0M25,878+798+3.08%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#51$1.1M26,370$1.7M44,334-17,964-40.52%Reduce
DHJJ Financial Advisors, Ltd.
0.29%0.3%#6$1.0M23,970$899,60523,046+924+4.01%Add
Sanctuary Advisors, LLC
<0.01%0.01%#36$998,88823,910$1.2M31,904-7,994-25.06%Reduce
DRIVE WEALTH MANAGEMENT, LLC
0.14%0.17%#8$808,89719,362$801,45320,531-1,169-5.69%Reduce
Gateway Wealth Partners, LLC
0.05%0.06%#13$808,53819,354$1.6M41,850-22,496-53.75%Reduce
MGO ONE SEVEN LLC
0.01%0.01%#28$747,34617,889$736,15218,858-969-5.14%Reduce
Gladstone Institutional Advisory LLC
0.02%0.02%#21$649,60015,549$598,50715,332+217+1.42%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#53$610,98914,625$614,80615,750-1,125-7.14%Reduce
FIFTH THIRD BANCORP
<0.01%<0.01%#54$540,24612,932$500,84212,830+102+0.80%Add
FOUNDERS FINANCIAL SECURITIES LLC
0.03%0.02%#19$488,63311,696$435,20810,715+981+9.16%Add
Global Retirement Partners, LLC
0.01%#32$442,49710,592$00+10,592New Buy
Arax Advisory Partners
<0.01%0.01%#45$411,3799,847$330,5908,469+1,378+16.27%Add
Sovran Advisors, LLC
0.03%0.03%#18$391,8089,235$374,2609,233+2+0.02%Add
OneDigital Investment Advisors LLC
<0.01%<0.01%#44$324,6917,772$303,3827,77200.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%0.02%#30$274,3036,581$260,1916,577+4+0.06%Add
BENJAMIN EDWARDS INC
<0.01%<0.01%#47$272,8366,531$252,5126,469+62+0.96%Add
COLUMBIA ADVISORY PARTNERS LLC
0.15%0.16%#7$265,3266,351$247,9136,35100.00%Unchanged
J.W. COLE ADVISORS, INC.
<0.01%#40$256,1666,132$00+6,132New Buy
IFP Advisors, Inc
<0.01%0.01%#38$252,2086,037$252,2466,462-425-6.58%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#63$147,4023,529$142,8963,744-215-5.74%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow