Fthi/First Trust Exchange-TRFTHIETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 225 institutions reported holding Fthi/First Trust Exchange-TR (FTHI) in their 13F filings, up 9 from Q1 2026. 23 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($264.1M), Wells Fargo & Company ($181.7M) and Raymond James Financial Inc. ($105.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fthi/First Trust Exchange-TR
- Filed as
- FIRST TR EXCHANGE TRADED FD (Q2 2026)
- CUSIP
- 33738R308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $12.3M |
| Exits | 15 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 8,100,836 shares bought and 581,279 shares sold, net +7,519,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| LPL Financial LLC | 0.06% | Add +14.9% | 11,072,185 | $264.1M |
| Wells Fargo & Company | 0.03% | Add +11.1% | 7,618,216 | $181.7M |
| Raymond James Financial Inc. | 0.03% | Add +13.2% | 4,419,943 | $105.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.1% | 3,862,199 | $92.1M |
| Ameriprise Financial Inc. | 0.02% | Add +66.1% | 3,325,004 | $79.3M |
| D.A. Davidson & Co. | 0.41% | Add +3.8% | 3,126,282 | $74.6M |
| Royal Bank of Canada | 0.01% | Add +10.8% | 2,801,431 | $66.8M |
| Ergawealth Advisors, Inc. | 24.54% | Add +11.9% | 2,649,267 | $63.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +4.5% | 1,981,125 | $47.2M |
| Cetera Investment Advisers | 0.04% | Add +6.0% | 1,925,998 | $45.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +10.6% | 750,989 | $17.9M |
| Two Sigma Investments, LP | 0.01% | Add +35.3% | 707,200 | $16.9M |
| Stifel Financial Corp. | 0.01% | Add +0.8% | 597,670 | $14.3M |
| Osaic Holdings, Inc. | 0.02% | Add +28.2% | 556,384 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.2% | 533,809 | $12.7M |
| Baird Financial Group, Inc. | 0.02% | Add +65.2% | 482,564 | $11.5M |
| Advisor OS, LLC | 0.70% | Add +7.0% | 440,389 | $10.5M |
| MJP Associates Inc. | 1.14% | Add +7.1% | 438,628 | $10.5M |
| Sun Financial Inc | 4.78% | Add +5.2% | 422,859 | $10.1M |
| HUB Investment Partners, LLC | 0.18% | Add +1.6% | 412,413 | $9.8M |
| Snowden Capital Advisors LLC | 0.23% | Add +3.9% | 409,600 | $9.8M |
| SHP Wealth Management | 0.66% | Add +7.5% | 402,531 | $9.6M |
| Arq Wealth Advisors, LLC | 1.01% | Add +56.2% | 341,988 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.7% | 314,224 | $7.5M |
| CreativeOne Wealth, LLC | 0.16% | Reduce -0.1% | 311,223 | $7.4M |
| Ameritas Advisory Services, LLC | 0.15% | Add +652.0% | 303,003 | $7.2M |
| Arax Advisory Partners | 0.05% | Add +31.1% | 293,695 | $7.0M |
| Truist Financial Corp. | 0.01% | Add +25.3% | 285,468 | $6.8M |
| Equitable Holdings, Inc. | 0.04% | Add +19.5% | 273,877 | $6.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.4% | 270,393 | $6.4M |
| Cooper Financial Group | 0.51% | Reduce -13.3% | 258,359 | $6.2M |
| Archer Investment Corp | 1.17% | Add +9.0% | 256,019 | $6.1M |
| RiverTree Advisors, LLC | 3.57% | Add +19.8% | 253,238 | $6.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.0% | 244,991 | $5.8M |
| MML Investors Services, LLC | 0.01% | Add +54.3% | 231,315 | $5.5M |
| HBW Advisory Services LLC | 0.49% | Add +3.4% | 226,905 | $5.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +44.6% | 221,026 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.5% | 219,137 | $5.2M |
| Chicago Partners Investment Group LLC | 0.10% | Add +12.4% | 214,232 | $5.1M |
| Foresight Capital Management Advisors, Inc. | 2.46% | New | 211,875 | $5.1M |
| Elevation Wealth Partners, LLC | 1.48% | Add +0.2% | 206,649 | $4.9M |
| Independent Financial Group, LLC | 0.09% | Add +234.3% | 194,932 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +6.6% | 189,146 | $4.5M |
| RFG Advisory, LLC | 0.07% | Add +64.0% | 188,692 | $4.5M |
| Perennial Investment Advisors, LLC | 0.28% | Add +7.5% | 177,809 | $4.2M |
| Mutual Advisors, LLC | 0.08% | Reduce -7.0% | 173,534 | $4.1M |
| First Trust Advisors LP | 0.00% | Add +5.8% | 173,020 | $4.1M |
| Harbour Investments, Inc. | 0.05% | Add +6.9% | 169,192 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +14.4% | 165,981 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +28.4% | 163,360 | $3.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.6% | 144,902 | $3.5M |
| Prospera Financial Services Inc | 0.05% | Reduce -12.8% | 143,199 | $3.4M |
| &partners | 0.01% | Reduce -7.3% | 143,090 | $3.4M |
| Legacy Wealth Managment, LLC | 1.36% | Add +95.6% | 137,965 | $3.3M |
| US Bancorp \de | 0.00% | Add +18.9% | 127,503 | $3.0M |
| Merkkuri Wealth Advisors LLC | 1.87% | Reduce -15.3% | 126,660 | $3.0M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +1.6% | 124,634 | $3.0M |
| IHT Wealth Management, LLC | 0.06% | Reduce -0.0% | 117,586 | $2.8M |
| Arwa LLC | 1.16% | Add +55.2% | 117,013 | $2.8M |
| Geneos Wealth Management Inc. | 0.06% | Add +15.2% | 116,025 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +63.0% | 111,500 | $2.7M |
| Goldstone Financial Group, LLC | 0.24% | Reduce -1.7% | 110,177 | $2.6M |
| Avior Wealth Management, LLC | 0.07% | Add +9.5% | 109,429 | $2.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +31.3% | 108,088 | $2.6M |
| Mission Financial Group, LLC | 2.07% | — | 104,577 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +55.0% | 102,951 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | No change | 96,385 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +20.9% | 92,823 | $2.2M |
| Sequent Planning LLC | 0.47% | Reduce -15.5% | 91,757 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.64% | Add +1.8% | 90,720 | $2.2M |
| Brookstone Capital Management | 0.02% | Add +5.9% | 85,472 | $2.0M |
| Davidson Trust Co. | 0.77% | Reduce -3.1% | 82,671 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +43.7% | 73,114 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +13.1% | 72,373 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +16.1% | 69,901 | $1.7M |
| Fermata Advisors, LLC | 0.34% | Add +3.3% | 69,541 | $1.7M |
| Triumph Capital Management | 0.29% | Add +5.3% | 67,475 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +9.4% | 67,316 | $1.6M |
| Anchor Capital Management Group Inc | 1.10% | No change | 67,000 | $1.6M |
| LVZ, Inc. | 0.16% | Add +4.3% | 66,922 | $1.6M |
| CoreCap Advisors, LLC | 0.04% | Reduce -4.3% | 63,195 | $1.5M |
| Principal Securities, Inc. | 0.02% | Reduce -33.9% | 62,967 | $1.5M |
| Stephens Inc. | 0.02% | Add +281.6% | 62,114 | $1.5M |
| Regal Investment Advisors LLC | 0.08% | Add +3.0% | 61,010 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +14.1% | 60,324 | $1.4M |
| Balboa Wealth Partners | 0.19% | Add +0.5% | 59,607 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 0.74% | Reduce -0.4% | 52,115 | $1.3M |
| Quad-Cities Investment Group, LLC | 0.46% | Add +3.3% | 53,434 | $1.3M |
| Summit Financial, LLC | 0.01% | Add +7.9% | 53,178 | $1.3M |
| International Assets Investment Management, LLC | 0.07% | Add +14.4% | 52,842 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | Add +23.0% | 50,922 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +17.6% | 49,661 | $1.2M |
| Signature Equity Partners, LLC | 0.53% | Add +1.9% | 48,657 | $1.2M |
| Accel Wealth Management | 0.25% | Reduce -1.7% | 47,001 | $1.1M |
| Elevation Wealth Management LLC | 0.81% | Add +0.0% | 45,579 | $1.1M |
| World Investment Advisors | 0.02% | Add +28.1% | 45,359 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | Add +46.7% | 45,325 | $1.1M |
| Uniting Wealth Partners, LLC | 0.21% | Add +219.6% | 43,857 | $1.0M |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -30.5% | 42,030 | $1.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +13.4% | 41,531 | $991K |
"% of holder's portfolio" is FTHI's weight in each manager's 13F, not the share of Fthi/First Trust Exchange-TR the manager owns.