FID institutional holders

FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding73
Shares held6,257,968
Reported value$134.5m
Quarter flows7 new, 37 added, 17 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,125,087$24.1m0.0%
Cambridge Investment Research Advisors, Inc.870,576$18.7m0.0%
Wagner Wealth Management, LLC820,933$17.6m3.3%
Hobart Private Capital, LLC302,122$6.5m1.1%
RAYMOND JAMES FINANCIAL INC270,301$5.8m0.0%
STIFEL FINANCIAL CORP261,296$5.6m0.0%
ENVESTNET ASSET MANAGEMENT INC255,753$5.5m0.0%
Ethos Financial Group, LLC240,035$5.4m0.4%
D.A. DAVIDSON & CO.248,015$5.3m0.0%
ROYAL BANK OF CANADA206,614$4.4m0.0%
Cetera Investment Advisers135,207$2.9m0.0%
Entruity Wealth, LLC126,799$2.7m1.8%
BlueChip Wealth Advisors LLC117,760$2.5m1.0%
Janney Montgomery Scott LLC100,783$2.2m0.0%
OSAIC HOLDINGS, INC.98,751$2.1m0.0%
Signal Advisors Wealth, LLC86,686$1.9m0.1%
Coppell Advisory Solutions LLC81,092$1.7m0.2%
Concurrent Investment Advisors, LLC79,588$1.7m0.0%
Gateway Wealth Partners, LLC76,542$1.6m0.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP73,301$1.6m0.0%
Envestnet Portfolio Solutions, Inc.65,244$1.4m0.0%
Kestra Advisory Services, LLC58,250$1.3m0.0%
Orion Porfolio Solutions, LLC48,741$1.0m0.0%
BENJAMIN EDWARDS INC43,334$929,8930.0%
Formidable Asset Management, LLC43,204$904,9040.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FID"). FID price history · All 13F data

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