FTSM institutional holders

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

Managers holding423
Shares held84,603,160
Reported value$5.1bn
Quarter flows44 new, 176 added, 160 trimmed, 48 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY13,667,911$816.4m0.0%
LPL Financial LLC8,891,506$531.1m0.1%
WELLS FARGO & COMPANY/MN7,553,673$451.2m0.1%
ROYAL BANK OF CANADA3,142,222$187.7m0.0%
UBS Group AG2,793,368$166.8m0.0%
RAYMOND JAMES FINANCIAL INC2,731,058$163.1m0.0%
BANK OF AMERICA CORP /DE/2,470,705$147.6m0.0%
Csenge Advisory Group1,901,343$113.6m4.6%
Cambridge Investment Research Advisors, Inc.1,781,810$106.4m0.1%
Cetera Investment Advisers1,696,631$101.3m0.1%
COMMONWEALTH EQUITY SERVICES, LLC1,247,022$74.5m0.1%
OSAIC HOLDINGS, INC.1,212,790$72.5m0.1%
STIFEL FINANCIAL CORP1,196,740$71.5m0.1%
BDFS Capital LLC1,148,473$68.8m29.9%
ENVESTNET ASSET MANAGEMENT INC865,066$51.7m0.0%
Gradient Investments LLC733,976$43.8m0.6%
&PARTNERS714,646$41.9m0.2%
Bramshill Investments, LLC659,483$39.4m3.0%
Hansen & Associates Financial Group, Inc.639,953$38.3m21.9%
TCP Asset Management, LLC629,760$37.6m4.3%
Guided Capital Wealth Management, LLC628,737$37.6m22.0%
TUCKER ASSET MANAGEMENT LLC591,007$35.3m8.7%
TRUIST FINANCIAL CORP590,592$35.3m0.0%
Accurate Wealth Management, LLC575,587$34.4m3.3%
Kirkwood Financial Services436,651$26.1m7.5%

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

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