Fthi/First Trust Exchange-TRFTHIETF
13F holders, Q1 2024 (March 31)99holders
$22.46avg. 13F price*
At the end of Q1 2024, 99 institutions reported holding Fthi/First Trust Exchange-TR (FTHI) in their 13F filings. The largest holders were LPL Financial LLC ($78.4M), Raymond James Financial Services Advisors, Inc. ($36.8M) and Raymond James & Associates ($10.9M).
- Company
- Fthi/First Trust Exchange-TR
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q1 2024)
- CUSIP
- 33738R308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $16.8M |
| Exits | 11 | $16.6M |
Ownership 99 holders
| LPL Financial LLC | 0.04% | Add +27.2% | 3,490,262 | $78.4M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +20.4% | 1,638,828 | $36.8M |
| Raymond James & Associates | 0.01% | Add +1.9% | 483,413 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +63.1% | 444,773 | $10.0M |
| Cetera Investment Advisers | 0.02% | Add +1256.3% | 418,953 | $9.4M |
| Ameritas Advisory Services, LLC | 0.37% | Add +102.5% | 399,226 | $8.9M |
| Dunhill Financial, LLC | 5.10% | Add +14.2% | 305,883 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 274,883 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +200.2% | 274,192 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.3% | 249,936 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +2.7% | 236,177 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +250.4% | 235,691 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.7% | 225,754 | $5.1M |
| HighTower Advisors, LLC | 0.01% | New | 199,214 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.5% | 177,944 | $4.0M |
| Cwm, LLC | 0.02% | Add +23.2% | 160,716 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +26.2% | 151,784 | $3.4M |
| RiverTree Advisors, LLC | 2.20% | New | 145,629 | $3.3M |
| Janney Capital Management LLC | 0.21% | Reduce -1.6% | 142,121 | $3.2M |
| PCG Wealth Advisors, LLC | 1.48% | New | 138,097 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +9.1% | 115,212 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +1.2% | 104,951 | $2.4M |
| Onyx Bridge Wealth Group LLC | 0.36% | New | 91,192 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Add +50.3% | 88,623 | $2.0M |
| Lincoln National Corp. | 0.03% | Add +22.7% | 83,239 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -5.9% | 79,895 | $1.8M |
| IHT Wealth Management, LLC | 0.07% | Add +0.2% | 76,307 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -70.2% | 75,933 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +17.6% | 74,031 | $1.7M |
| Csenge Advisory Group | 0.09% | Add +42.9% | 72,078 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +339.8% | 63,561 | $1.4M |
| Principal Securities, Inc. | 0.04% | Add +24.0% | 63,150 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +115.3% | 63,096 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +0.9% | 61,824 | $1.4M |
| Sequent Planning LLC | 0.49% | — | 60,389 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +174.9% | 56,412 | $1.3M |
| Western Wealth Management, LLC | 0.10% | Reduce -13.3% | 54,500 | $1.2M |
| Arq Wealth Advisors, LLC | 0.53% | New | 53,802 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.94% | Add +17.6% | 53,025 | $1.2M |
| Householder Group Estate & Retirement Specialist, LLC | 0.35% | Reduce -4.7% | 52,847 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.2% | 51,922 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -73.3% | 40,937 | $920K |
| Capital Investment Advisory Services, LLC | 0.10% | Add +25.2% | 39,572 | $889K |
| Prospera Financial Services Inc | 0.03% | Reduce -75.0% | 38,565 | $867K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +26.0% | 37,056 | $833K |
| LVZ, Inc. | 0.10% | Add +25.2% | 33,488 | $752K |
| RFG Advisory, LLC | 0.03% | Add +0.2% | 33,309 | $748K |
| Quad-Cities Investment Group, LLC | 0.43% | Add +19.9% | 32,545 | $731K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.5% | 30,613 | $688K |
| Ameriprise Financial Inc. | 0.00% | Add +54.1% | 29,410 | $661K |
| FSB Premier Wealth Management, Inc. | 0.28% | Add +1.4% | 26,750 | $601K |
| NewEdge Advisors, LLC | 0.01% | Add +42.3% | 26,166 | $588K |
| StoneX Group Inc. | 0.05% | Add +44.9% | 26,026 | $585K |
| US Bancorp \de | 0.00% | New | 25,906 | $582K |
| Bison Wealth, LLC | 0.09% | Add +20.2% | 25,212 | $567K |
| Private Advisor Group, LLC | 0.00% | Add +3.3% | 24,228 | $544K |
| Accel Wealth Management | 0.23% | No change | 24,060 | $541K |
| Brookstone Capital Management | 0.01% | New | 23,886 | $537K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +37.3% | 23,107 | $519K |
| Equitable Holdings, Inc. | 0.01% | Add +8.4% | 22,348 | $502K |
| Insight Advisors, LLC/ PA | 0.10% | No change | 22,224 | $499K |
| AE Wealth Management LLC | 0.01% | Reduce -68.4% | 21,834 | $491K |
| Independent Wealth Network Inc. | 0.21% | Add +91.9% | 20,248 | $455K |
| International Assets Investment Management, LLC | 0.05% | Add +39.4% | 19,737 | $443K |
| TFB Advisors LLC | 0.16% | New | 20,152 | $439K |
| Sterling Manor Financial, LLC | 0.33% | Add +12.4% | 19,539 | $439K |
| Flagship Harbor Advisors, LLC | 0.03% | New | 17,385 | $391K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.3% | 16,961 | $381K |
| BlueChip Wealth Advisors LLC | 0.24% | Add +20.8% | 16,612 | $373K |
| Harbour Investments, Inc. | 0.01% | Reduce -25.3% | 15,132 | $340K |
| Morgan Stanley | 0.00% | Add +1271.5% | 15,100 | $339K |
| Treasure Coast Financial Planning | 0.21% | No change | 14,175 | $319K |
| IFP Advisors, Inc | 0.01% | Add +52.4% | 14,132 | $318K |
| Perigon Wealth Management, LLC | 0.01% | Add +9.9% | 13,755 | $309K |
| Cedrus LLC | 0.17% | New | 13,750 | $309K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.6% | 12,645 | $284K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +9.5% | 12,058 | $271K |
| Smith, Moore & Co. | 0.03% | No change | 11,674 | $262K |
| Channel Wealth LLC | 0.09% | Add +1.3% | 10,004 | $225K |
| Truist Financial Corp. | 0.00% | Reduce -92.0% | 9,311 | $209K |
| CoreCap Advisors, LLC | 0.01% | New | 9,266 | $208K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -13.3% | 8,386 | $188K |
| Benjamin Edwards Inc. | 0.04% | Reduce -11.3% | 7,871 | $177K |
| Capital Analysts, LLC | 0.01% | New | 7,506 | $169K |
| Geneos Wealth Management Inc. | 0.01% | No change | 6,645 | $149K |
| Global Retirement Partners, LLC | 0.00% | Add +22.3% | 3,279 | $74K |
| Bank of America Corp. | 0.00% | New | 1,500 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,425 | $32K |
| Investors Research Corp | 0.01% | New | 1,201 | $27K |
| Tyler-Stone Wealth Management | 0.01% | New | 1,007 | $23K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $22K |
| GAMMA Investing LLC | 0.00% | No change | 913 | $21K |
| Gradient Investments LLC | 0.00% | No change | 756 | $17K |
| Comerica Bank | 0.00% | Add +54.8% | 723 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 225 | $5K |
| Wells Fargo & Company | 0.00% | Add +20300.0% | 204 | $5K |
| JPMorgan Chase & Co. | 0.00% | No change | 131 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $225 |
| FMR LLC | 0.00% | No change | 1 | $22 |
"% 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.