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

FIRST TR EXCHANGE-TRADED FD

FPWR
Institutions
30
Combined AUM (Q2 2026)
$10.4M
Combined Shares (Q2 2026)
277,978
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+39,408
15 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-48,161
7 · 4 Exit · ≈
⚖️ Net
-8,753
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10.4M
Institutions
30
New Buys
6
Adds
9
Reduces
3
Exits
4
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#21$2.3M60,148$2.8M74,232-14,084-18.97%Reduce
Cetera Investment Advisers
<0.01%<0.01%#13$1.8M48,499$1.7M45,521+2,978+6.54%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#23$1.8M47,233$1.4M38,768+8,465+21.84%Add
Ameritas Investment Partners, Inc.
0.03%0.03%#1$1.2M32,499$1.1M28,954+3,545+12.24%Add
Waverly Advisors, LLC
<0.01%<0.01%#8$569,35515,180$566,92015,18000.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#25$468,00012,484$951,00025,462-12,978-50.97%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$450,83112,019$374,51610,027+1,992+19.87%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#15$448,88111,968$274,0007,350+4,618+62.83%Add
Prime Capital Investment Advisors, LLC
<0.01%<0.01%#9$335,1248,935$315,0188,435+500+5.93%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#26$259,0986,908$00+6,908New Buy
Portfolio Strategies, Inc.
0.02%#2$238,7136,365$00+6,365New Buy
Ancora Advisors LLC
<0.01%#11$123,7353,299$00+3,299New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#14$91,9292,451$91,5362,45100.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%0.01%#10$86,8362,344$87,6822,34400.00%Unchanged
Capital Investment Advisory Services, LLC
<0.01%<0.01%#6$60,9491,625$60,7631,627-2-0.12%Reduce
Keating Financial Advisory Services, Inc.
0.01%0.01%#3$43,3201,155$43,1351,15500.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#18$35,822955$35,66995500.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#24$28,318755$28,19775500.00%Unchanged
Heritage Wealth Advisors
<0.01%<0.01%#17$22,646604$22,440601+3+0.50%Add
FIDUCIARY FINANCIAL ADVISORS
<0.01%#12$21,003560$00+560New Buy
Larson Financial Group LLC
<0.01%<0.01%#22$17,386464$17,228461+3+0.65%Add
LANARK FINANCIAL, INC.
<0.01%<0.01%#16$14,627390$14,56539000.00%Unchanged
Olistico Wealth, LLC
0.01%0.01%#4$12,190325$12,13832500.00%Unchanged
PFS Partners, LLC
<0.01%<0.01%#5$10,277274$10,23327400.00%Unchanged
Holos Integrated Wealth LLC
<0.01%<0.01%#7$7,547200$7,54120000.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%#28$6,337167$00+167New Buy
Founders Financial Alliance, LLC
<0.01%<0.01%#19$4,603123$4,561122+1+0.82%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#27$1,65044$1,6434400.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#29$1514$00+4New Buy
MORGAN STANLEY
<0.01%<0.01%#30$381$42100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow