FMF institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding82
Shares held4,164,979
Reported value$210.0m
Quarter flows16 new, 25 added, 30 trimmed, 17 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FIRST TRUST ADVISORS LP1,098,446$55.1m0.0%
MORGAN STANLEY334,001$16.7m0.0%
Cetera Investment Advisers279,690$14.0m0.0%
Coppell Advisory Solutions LLC227,666$12.7m1.2%
Cambridge Investment Research Advisors, Inc.238,176$11.9m0.0%
LPL Financial LLC231,259$11.6m0.0%
TCP Asset Management, LLC225,531$11.3m1.3%
Janney Montgomery Scott LLC218,091$10.9m0.0%
ASSETMARK, INC216,988$10.9m0.0%
RFG Advisory, LLC111,309$5.6m0.1%
ENVESTNET ASSET MANAGEMENT INC86,484$4.3m0.0%
Center For Asset Management LLC76,954$3.9m1.7%
RAYMOND JAMES FINANCIAL INC74,639$3.7m0.0%
IFP Advisors, Inc62,877$3.2m0.1%
Simplicity Wealth,LLC51,811$2.6m0.1%
OSAIC HOLDINGS, INC.48,109$2.4m0.0%
JANE STREET GROUP, LLC38,071$1.9m0.0%
CreativeOne Wealth, LLC34,681$1.7m0.0%
Concurrent Investment Advisors, LLC33,713$1.7m0.0%
Twelve Points Wealth Management LLC32,986$1.7m0.3%
AE Wealth Management LLC30,379$1.5m0.0%
Beacon Capital Management, Inc.30,031$1.5m0.1%
Beta Wealth Group, Inc.26,142$1.3m0.5%
NewEdge Wealth, LLC22,690$1.1m0.0%
Fermata Advisors, LLC20,101$1.0m0.2%

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

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