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

FIRST TR EXCHANGE-TRADED FD

HYTI
Institutions
38
Combined AUM (Q2 2026)
$63.4M
Combined Shares (Q2 2026)
3.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+468,296
25 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-146,620
12 · 3 Exit · ≈
⚖️ Net
+321,676
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$63.4M
Institutions
38
New Buys
9
Adds
16
Reduces
9
Exits
3
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Luken Investment Analytics, LLC
4.04%4.54%#1$11.5M603,991$11.9M615,944-11,953-1.94%Reduce
Kestra Advisory Services, LLC
0.03%0.04%#16$9.8M511,344$9.6M498,386+12,958+2.60%Add
Garden State Investment Advisory Services LLC
1.03%1.15%#3$5.7M298,401$5.2M270,634+27,767+10.26%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#19$5.0M261,207$4.7M243,862+17,345+7.11%Add
Insight Advisors, LLC/ PA
0.71%0.69%#4$4.0M211,387$3.6M189,193+22,194+11.73%Add
SageGuard Financial Group, LLC
0.56%0.46%#5$4.0M207,445$3.0M153,528+53,917+35.12%Add
Balboa Wealth Partners
0.31%0.28%#6$2.3M119,986$1.7M85,890+34,096+39.70%Add
Cetera Investment Advisers
<0.01%<0.01%#29$2.0M106,087$1.5M76,832+29,255+38.08%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#28$1.8M95,544$1.6M82,024+13,520+16.48%Add
Brookstone Capital Management
0.02%0.02%#18$1.8M93,993$2.0M102,248-8,255-8.07%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.03%#13$1.7M91,273$00+91,273New Buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.07%0.08%#10$1.6M81,126$1.6M81,112+14+0.02%Add
Capital Investment Advisory Services, LLC
0.08%0.09%#9$1.3M67,146$1.3M66,132+1,014+1.53%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#33$1.2M64,081$1.3M69,413-5,332-7.68%Reduce
Benson Wealth Management INC
1.07%1.75%#2$1.1M55,541$1.3M66,432-10,891-16.39%Reduce
OneDigital Investment Advisors LLC
0.01%0.01%#20$1.1M55,179$1.1M55,465-286-0.52%Reduce
Next Level Private LLC
0.19%0.18%#7$966,43050,564$797,82241,424+9,140+22.06%Add
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.03%0.02%#17$805,36642,410$322,27016,750+25,660+153.19%Add
Kovack Advisors, Inc.
0.03%#12$716,05637,707$00+37,707New Buy
Southern Financial Group, LLC
0.17%0.19%#8$663,96634,738$694,90336,080-1,342-3.72%Reduce
LPL Financial LLC
<0.01%#34$546,09728,572$00+28,572New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#35$504,73626,408$1.2M64,778-38,370-59.23%Reduce
Clear Creek Financial Management, LLC
0.03%0.04%#14$494,79725,888$498,60325,88800.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%<0.01%#27$488,48625,558$319,73516,601+8,957+53.95%Add
HARBOUR INVESTMENTS, INC.
0.01%0.01%#22$413,35721,627$416,53621,62700.00%Unchanged
Ameritas Advisory Services, LLC
0.01%#21$386,91520,244$00+20,244New Buy
Steward Partners Investment Advisory, LLC
<0.01%#31$306,36216,029$00+16,029New Buy
Maridea Wealth Management LLC
0.03%0.11%#15$292,64015,311$736,25238,227-22,916-59.95%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#38$283,92414,855$00+14,855New Buy
OLD MISSION CAPITAL LLC
<0.01%<0.01%#25$229,54712,010$203,90510,587+1,423+13.44%Add
Ferguson Shapiro LLC
0.06%0.06%#11$200,78210,505$202,32610,50500.00%Unchanged
Capital Analysts, LLC
<0.01%0.01%#24$170,4128,916$287,00014,550-5,634-38.72%Reduce
Triumph Capital Management
<0.01%<0.01%#23$24,5981,287$24,2871,261+26+2.06%Add
OSAIC HOLDINGS, INC.
<0.01%#37$24,3691,275$00+1,275New Buy
Cape Investment Advisory, Inc.
<0.01%#26$9,939520$00+520New Buy
Key FInancial Inc
<0.01%#30$9,556500$00+500New Buy
City State Bank
<0.01%<0.01%#32$3,823200$3,85220000.00%Unchanged
SBI Securities Co., Ltd.
<0.01%<0.01%#36$1,66387$1,00252+35+67.31%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow