Fthi/First Trust Exchange-TRFTHIETF
13F holders, Q4 2024 (December 31)153holders +25
23new positions
5sold out
1famous investor
$23.27avg. 13F price*
At the end of Q4 2024, 153 institutions reported holding Fthi/First Trust Exchange-TR (FTHI) in their 13F filings, up 25 from Q3 2024. 23 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($128.6M), Wells Fargo & Company ($78.3M) and Raymond James Financial Inc. ($56.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fthi/First Trust Exchange-TR
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q4 2024)
- CUSIP
- 33738R308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $11.3M |
| Exits | 5 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,860,160 shares bought and 549,609 shares sold, net +2,310,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| LPL Financial LLC | 0.05% | Add +16.2% | 5,525,369 | $128.6M |
| Wells Fargo & Company | 0.02% | Add +16.3% | 3,366,643 | $78.3M |
| Raymond James Financial Inc. | 0.02% | — | 2,410,798 | $56.1M |
| Stifel Financial Corp. | 0.02% | Add +5.1% | 678,435 | $15.8M |
| Legacy CG, LLC | 4.66% | Reduce -2.7% | 653,369 | $15.2M |
| Royal Bank of Canada | 0.00% | Add +8.1% | 577,025 | $13.4M |
| Cetera Investment Advisers | 0.03% | Add +16.4% | 575,574 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.3% | 513,558 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +9.7% | 490,945 | $11.4M |
| Dunhill Financial, LLC | 4.38% | Add +14.3% | 405,109 | $9.4M |
| Osaic Holdings, Inc. | 0.02% | Add +19.9% | 401,093 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +32.5% | 333,080 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 329,115 | $7.7M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -8.4% | 282,648 | $6.6M |
| Cwm, LLC | 0.02% | Add +4.6% | 237,719 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.3% | 235,081 | $5.5M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -5.6% | 232,375 | $5.4M |
| Snowden Capital Advisors LLC | 0.15% | Add +10.5% | 203,215 | $4.7M |
| Elevation Wealth Partners, LLC | 1.74% | Add +649.2% | 173,382 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +7.4% | 173,139 | $4.0M |
| Harbour Investments, Inc. | 0.11% | Add +23.9% | 160,533 | $3.7M |
| PCG Wealth Advisors, LLC | 1.26% | Reduce -1.1% | 146,761 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +17.0% | 141,216 | $3.3M |
| Janney Capital Management LLC | 0.20% | Reduce -4.5% | 129,004 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +6.3% | 121,716 | $2.8M |
| One Capital Management, LLC | 0.09% | New | 115,049 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +5.2% | 108,179 | $2.5M |
| Merkkuri Wealth Advisors LLC | 1.85% | Add +9.5% | 100,493 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Add +6.2% | 99,364 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.5% | 98,384 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +6.4% | 97,212 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +11.8% | 96,487 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +17.0% | 91,673 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +1.1% | 90,888 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +195.5% | 85,400 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.17% | Add +12.8% | 77,717 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +20.2% | 77,517 | $1.8M |
| Prospera Financial Services Inc | 0.04% | Add +23.7% | 77,459 | $1.8M |
| Perennial Investment Advisors, LLC | 0.21% | Add +93.5% | 75,631 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -11.0% | 74,677 | $1.7M |
| Arq Wealth Advisors, LLC | 0.66% | Add +15.1% | 74,563 | $1.7M |
| RiverTree Advisors, LLC | 1.09% | Reduce -41.1% | 71,420 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.4% | 68,535 | $1.6M |
| NWF Advisory Services Inc. | 0.23% | New | 68,068 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -6.5% | 68,061 | $1.6M |
| Arax Advisory Partners | 0.10% | New | 67,978 | $1.6M |
| Anchor Capital Management Group Inc | 0.56% | — | 67,000 | $1.6M |
| Western Wealth Management, LLC | 0.08% | Reduce -3.3% | 64,275 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Add +9.1% | 62,702 | $1.5M |
| LVZ, Inc. | 0.18% | Add +43.3% | 59,749 | $1.4M |
| Sequent Planning LLC | 0.49% | Reduce -1.3% | 56,867 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.88% | Reduce -8.0% | 50,960 | $1.2M |
| Puff Wealth Management, LLC | 1.89% | — | 46,685 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.07% | Add +74.5% | 45,467 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +9.6% | 44,581 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +14.2% | 43,141 | $1.0M |
| Accel Wealth Management | 0.38% | Add +58.1% | 42,679 | $993K |
| Onyx Bridge Wealth Group LLC | 0.14% | Reduce -53.0% | 41,810 | $973K |
| Ausdal Financial Partners, Inc. | 0.08% | Add +12.1% | 39,378 | $916K |
| MML Investors Services, LLC | 0.00% | Add +2.5% | 39,122 | $910K |
| Quad-Cities Investment Group, LLC | 0.44% | Add +16.4% | 38,706 | $901K |
| Old Mission Capital LLC | 0.02% | Reduce -24.3% | 35,812 | $833K |
| Brookstone Capital Management | 0.01% | Add +17.6% | 35,738 | $832K |
| RFG Advisory, LLC | 0.02% | Add +8.3% | 35,641 | $829K |
| Benjamin Edwards Inc. | 0.01% | Add +1.5% | 35,309 | $822K |
| TFB Advisors LLC | 0.23% | Add +48.7% | 34,639 | $806K |
| NewEdge Advisors, LLC | 0.00% | Add +13.4% | 34,149 | $795K |
| International Assets Investment Management, LLC | 0.07% | New | 34,002 | $792K |
| Householder Group Estate & Retirement Specialist, LLC | 0.59% | Reduce -10.5% | 33,901 | $788K |
| Assetmark, Inc. | 0.00% | Add +8.6% | 33,129 | $771K |
| Mgo One Seven LLC | 0.03% | New | 33,030 | $769K |
| Sovran Advisors, LLC | 0.11% | — | 33,265 | $768K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.1% | 30,786 | $716K |
| First Trust Advisors LP | 0.00% | Add +27.8% | 30,367 | $707K |
| Golden State Wealth Management, LLC | 0.10% | — | 29,919 | $696K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.8% | 29,881 | $695K |
| Independent Financial Group, LLC | 0.02% | Add +80.3% | 28,578 | $665K |
| Geneos Wealth Management Inc. | 0.02% | Add +13.3% | 27,795 | $647K |
| Level Four Advisory Services, LLC | 0.03% | Add +2.2% | 27,360 | $637K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +58.7% | 26,782 | $623K |
| FSB Premier Wealth Management, Inc. | 0.25% | No change | 26,750 | $622K |
| Authentikos Wealth Advisory, LLC | 0.58% | Reduce -4.2% | 25,036 | $583K |
| Independent Wealth Network Inc. | 0.22% | Add +7.0% | 23,702 | $552K |
| IFP Advisors, Inc | 0.02% | Add +7.0% | 22,279 | $518K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -1.6% | 21,508 | $500K |
| StoneX Group Inc. | 0.03% | Reduce -15.2% | 20,737 | $483K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -14.3% | 19,317 | $451K |
| US Bancorp \de | 0.00% | Add +5.2% | 19,029 | $443K |
| Thompson David Blair | 0.31% | — | 18,354 | $427K |
| HBW Advisory Services LLC | 0.04% | New | 17,806 | $414K |
| Treasure Coast Financial Planning | 0.27% | Add +16.5% | 17,640 | $410K |
| Core Wealth Partners LLC | 0.23% | New | 17,452 | $406K |
| Legacy Investment Solutions, LLC | 0.27% | Add +86.0% | 17,182 | $405K |
| Legacy Wealth Managment, LLC | 0.27% | Add +86.0% | 17,182 | $405K |
| Sanctuary Advisors, LLC | 0.00% | No change | 17,009 | $402K |
| Advisory Services Network, LLC | 0.01% | New | 16,942 | $394K |
| Redmond Asset Management, LLC | 0.10% | Add +20.7% | 16,814 | $391K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +11.2% | 15,453 | $360K |
| Gentry Private Wealth, LLC | 1.47% | Reduce -45.4% | 15,198 | $354K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +29.8% | 15,096 | $351K |
| Channel Wealth LLC | 0.11% | Add +13.6% | 15,094 | $351K |
| Smith, Moore & Co. | 0.03% | No change | 15,024 | $350K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +6.1% | 14,670 | $348K |
| Marshall Investment Management, LLC | 0.20% | — | 14,974 | $345K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.8% | 14,384 | $341K |
| BlueChip Wealth Advisors LLC | 0.19% | Reduce -9.8% | 14,362 | $334K |
| Tyler-Stone Wealth Management | 0.06% | New | 14,023 | $326K |
| Private Advisor Group, LLC | 0.00% | Reduce -51.7% | 13,841 | $322K |
| TAP Consulting, LLC | 0.06% | New | 13,516 | $315K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +343.4% | 13,360 | $311K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.5% | 13,244 | $310K |
| Insight Wealth Strategies, LLC | 0.04% | New | 13,138 | $306K |
| Ameriprise Financial Inc. | 0.00% | Add +5.0% | 12,463 | $290K |
| Foundations Investment Advisors, LLC | 0.01% | Add +2.0% | 12,411 | $289K |
| Citadel Advisors | 0.00% | New | 12,376 | $288K |
| Sigma Planning Corp | 0.01% | Add +7.1% | 11,877 | $276K |
| Oppenheimer & Co. Inc. | 0.00% | Add +17.3% | 11,818 | $275K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 11,294 | $267K |
| Capital Analysts, LLC | 0.01% | Add +50.0% | 11,255 | $262K |
| Barnes Wealth Management Group, Inc | 0.17% | — | 10,767 | $251K |
| Arete Wealth Advisors, LLC | 0.02% | Add +1.8% | 10,525 | $245K |
| Gateway Wealth Partners, LLC | 0.06% | New | 10,262 | $239K |
| Private Client Services, LLC | 0.13% | Add +1.4% | 10,147 | $236K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 9,964 | $232K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 9,785 | $228K |
| CoreCap Advisors, LLC | 0.01% | Add +20.9% | 9,720 | $226K |
| Thrivent Financial for Lutherans | 0.00% | New | 9,481 | $226K |
| Valley Brook Capital Group, Inc. | 0.17% | Add +0.3% | 9,626 | $224K |
| Private Trust Co. NA | 0.02% | Add +835.3% | 9,353 | $218K |
| Ferguson Shapiro LLC | 0.08% | New | 9,305 | $217K |
| Atria Investments, Inc | 0.00% | Reduce -21.8% | 8,697 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 6,709 | $156K |
| GeoWealth Management, LLC | 0.00% | Reduce -0.8% | 6,394 | $149K |
| Centaurus Financial, Inc. | 0.01% | New | 5,682 | $132K |
| Morgan Stanley | 0.00% | Reduce -51.2% | 5,579 | $130K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +26.5% | 5,498 | $128K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,279 | $76K |
| AdvisorNet Financial, Inc | 0.01% | New | 2,803 | $65K |
| IMG Wealth Management, Inc. | 0.06% | — | 2,633 | $61K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 2,200 | $51K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.1% | 2,165 | $50K |
| Kestra Investment Management, LLC | 0.00% | New | 2,131 | $50K |
| Comerica Bank | 0.00% | Reduce -61.8% | 2,071 | $48K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,185 | $28K |
| GAMMA Investing LLC | 0.00% | No change | 913 | $21K |
| GoalVest Advisory LLC | 0.01% | Reduce -62.5% | 863 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 721 | $17K |
| Investors Research Corp | 0.00% | Reduce -66.9% | 398 | $9K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.8% | 331 | $8K |
| Tucker Asset Management LLC | 0.00% | New | 128 | $3K |
| Innovative Advisory Group, LLC | 0.00% | — | 108 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $233 |
| Bank of America Corp. | 0.00% | No change | 1 | $23 |
"% 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.