FTA institutional holders

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

Managers holding228
Shares held9,704,783
Reported value$939.4m
Quarter flows29 new, 68 added, 86 trimmed, 19 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,768,703$171.2m0.0%
LPL Financial LLC1,122,896$108.7m0.0%
UBS Group AG779,039$75.4m0.0%
ROYAL BANK OF CANADA455,882$44.1m0.0%
ENVESTNET ASSET MANAGEMENT INC387,452$37.5m0.0%
BANK OF AMERICA CORP /DE/383,334$37.1m0.0%
Cetera Investment Advisers343,878$33.3m0.0%
RAYMOND JAMES FINANCIAL INC311,921$30.2m0.0%
Cambridge Investment Research Advisors, Inc.284,190$27.5m0.0%
Integrated Wealth Concepts LLC205,021$19.8m0.1%
WELLS FARGO & COMPANY/MN197,703$19.1m0.0%
Kingsview Wealth Management, LLC183,956$17.8m0.2%
NewEdge Advisors, LLC160,678$15.6m0.0%
ASSETMARK, INC147,384$14.3m0.0%
Private Advisor Group, LLC132,874$12.9m0.1%
OSAIC HOLDINGS, INC.125,213$12.1m0.0%
BENJAMIN EDWARDS INC113,868$11.0m0.1%
GOLDMAN SACHS GROUP INC102,990$10.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC91,587$8.9m0.0%
Kaydan Wealth Management, Inc.86,611$8.4m2.6%
TRUIST FINANCIAL CORP83,727$8.1m0.0%
IHT Wealth Management, LLC80,891$7.8m0.2%
HARBOUR INVESTMENTS, INC.80,159$7.8m0.1%
Holistic Financial Partners78,335$7.6m4.6%
STIFEL FINANCIAL CORP77,765$7.5m0.0%

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

Get a free API keySee history bundlesDownload free samples