FTDS institutional holders

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

Managers holding40
Shares held330,476
Reported value$19.5m
Quarter flows8 new, 10 added, 7 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC150,270$9.2m0.0%
JANE STREET GROUP, LLC24,299$1.5m0.0%
Medallion Wealth Advisors, LLC25,774$756,5770.2%
ENVESTNET ASSET MANAGEMENT INC12,277$753,2740.0%
AE Wealth Management LLC11,079$679,7690.0%
MORGAN STANLEY10,672$654,8380.0%
TCFG Investment Advisors, LLC8,845$542,6980.2%
CreativeOne Wealth, LLC7,185$440,8460.0%
UBS Group AG6,547$401,6980.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP5,936$364,2120.0%
CARLSON FINANCIAL, INC.5,577$342,1870.2%
Cetera Investment Advisers5,341$327,7030.0%
D.A. DAVIDSON & CO.4,934$302,7330.0%
PFG Investments, LLC4,800$294,5110.0%
FLOW TRADERS U.S. LLC4,479$275,0000.0%
CALTON & ASSOCIATES, INC.4,397$269,7850.0%
Key Client Fiduciary Advisors, LLC4,181$256,5320.1%
TRUIST FINANCIAL CORP3,887$238,4930.0%
Cambridge Investment Research Advisors, Inc.3,692$227,0000.0%
Pinnacle Financial Partners, Inc.3,307$202,9060.0%
Rockefeller Capital Management L.P.3,118$191,3690.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,000$184,0700.0%
OSAIC HOLDINGS, INC.2,454$150,6190.0%
HARBOUR INVESTMENTS, INC.2,240$137,4390.0%
ROYAL BANK OF CANADA2,227$137,0000.0%

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

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