Fthi/First Trust Exchange-TRFTHIETF
13F holders, Q1 2025 (March 31)160holders +7
22new positions
12sold out
1famous investor
$21.88avg. 13F price*
At the end of Q1 2025, 160 institutions reported holding Fthi/First Trust Exchange-TR (FTHI) in their 13F filings, up 7 from Q4 2024. 22 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($143.4M), Wells Fargo & Company ($81.0M) and Raymond James Financial Inc. ($67.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fthi/First Trust Exchange-TR
- Filed as
- FIRST TR EXCHANGE TRADED FD (Q1 2025)
- CUSIP
- 33738R308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $31.9M |
| Exits | 12 | $6.3M |
All 13F filers, Q4 2024 → Q1 2025: 10,407,402 shares bought and 591,148 shares sold, net +9,816,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| LPL Financial LLC | 0.06% | Add +18.7% | 6,559,349 | $143.4M |
| Wells Fargo & Company | 0.02% | Add +10.1% | 3,705,266 | $81.0M |
| Raymond James Financial Inc. | 0.03% | Add +27.3% | 3,069,881 | $67.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +820.0% | 3,027,842 | $66.2M |
| D.A. Davidson & Co. | 0.42% | Add +2124.1% | 2,406,024 | $52.6M |
| Legacy CG, LLC | 5.19% | Add +12.5% | 734,817 | $16.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +108.0% | 692,936 | $15.1M |
| Cetera Investment Advisers | 0.03% | Add +20.3% | 692,184 | $15.1M |
| Royal Bank of Canada | 0.00% | Add +18.7% | 684,753 | $15.0M |
| Stifel Financial Corp. | 0.01% | Reduce -5.5% | 640,957 | $14.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +13.2% | 581,137 | $12.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +11.3% | 546,412 | $11.9M |
| Dunhill Financial, LLC | 4.15% | Add +3.0% | 417,159 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -14.2% | 344,172 | $7.5M |
| MJP Associates Inc. | 1.30% | New | 328,493 | $7.2M |
| Advisor OS, LLC | 0.82% | New | 328,493 | $7.2M |
| CreativeOne Wealth, LLC | 0.19% | Add +27.5% | 296,207 | $6.5M |
| Ameritas Advisory Services, LLC | 0.25% | Reduce -3.8% | 271,976 | $6.2M |
| One Capital Management, LLC | 0.20% | Add +132.1% | 267,031 | $5.8M |
| Mariner, LLC | 0.01% | New | 255,321 | $5.6M |
| Cwm, LLC | 0.02% | Add +6.3% | 252,611 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.1% | 235,285 | $5.1M |
| Snowden Capital Advisors LLC | 0.15% | Add +7.2% | 217,863 | $4.8M |
| Atria Investments, Inc | 0.06% | Add +2377.8% | 215,490 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +33.9% | 189,144 | $4.1M |
| Elevation Wealth Partners, LLC | 1.76% | Add +7.4% | 186,218 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -0.7% | 171,881 | $3.8M |
| PCG Wealth Advisors, LLC | 1.04% | Reduce -7.0% | 136,513 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +9.7% | 133,568 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +42.6% | 130,685 | $2.9M |
| Janney Capital Management LLC | 0.20% | Add +0.8% | 130,082 | $2.8M |
| Harbour Investments, Inc. | 0.08% | Reduce -21.8% | 125,608 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Add +26.9% | 122,396 | $2.7M |
| Arq Wealth Advisors, LLC | 0.95% | Add +57.3% | 117,263 | $2.6M |
| Prospera Financial Services Inc | 0.06% | Add +45.4% | 112,658 | $2.5M |
| Perennial Investment Advisors, LLC | 0.27% | Add +46.9% | 111,117 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +8.0% | 105,011 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | New | 103,142 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Add +2.8% | 102,136 | $2.2M |
| Mission Financial Group, LLC | 1.96% | — | 92,455 | $2.1M |
| Principal Securities, Inc. | 0.05% | No change | 90,888 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +21.2% | 94,182 | $2.1M |
| Merkkuri Wealth Advisors LLC | 1.73% | Reduce -8.0% | 92,421 | $2.0M |
| Arax Advisory Partners | 0.12% | Add +30.3% | 88,545 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.1% | 86,487 | $1.9M |
| Truist Financial Corp. | 0.00% | New | 84,582 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +13.0% | 84,413 | $1.8M |
| Davidson Trust Co. | 0.88% | New | 84,414 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.9% | 79,798 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +165.9% | 79,456 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +162.7% | 75,081 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Add +15.8% | 72,618 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +84.7% | 72,252 | $1.6M |
| RiverTree Advisors, LLC | 1.04% | Reduce -0.2% | 71,296 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +72.6% | 67,969 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 67,073 | $1.5M |
| Anchor Capital Management Group Inc | 0.67% | No change | 67,000 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -4.7% | 64,884 | $1.4M |
| LVZ, Inc. | 0.17% | Add +0.1% | 59,788 | $1.3M |
| Sequent Planning LLC | 0.45% | Reduce -0.5% | 56,604 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.91% | Add +7.4% | 54,720 | $1.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.16% | Add +16.8% | 53,118 | $1.2M |
| Accel Wealth Management | 0.41% | Add +20.1% | 51,249 | $1.1M |
| Western Wealth Management, LLC | 0.07% | Reduce -24.9% | 48,275 | $1.1M |
| Puff Wealth Management, LLC | 1.82% | Add +0.9% | 47,128 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.51% | Add +21.1% | 46,881 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -46.4% | 45,750 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +48.0% | 45,576 | $996K |
| NewEdge Advisors, LLC | 0.01% | Add +31.9% | 45,052 | $985K |
| Transform Wealth, LLC | 0.06% | New | 41,631 | $910K |
| RFG Advisory, LLC | 0.02% | Add +15.8% | 41,255 | $902K |
| Goldman Sachs Group Inc. | 0.00% | New | 41,207 | $901K |
| Brookstone Capital Management | 0.01% | Add +13.7% | 40,629 | $888K |
| Sovran Advisors, LLC | 0.11% | Add +20.8% | 40,192 | $842K |
| TFB Advisors LLC | 0.24% | Add +10.9% | 38,409 | $840K |
| International Assets Investment Management, LLC | 0.07% | Add +9.3% | 37,172 | $813K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +26.6% | 33,904 | $741K |
| AE Wealth Management LLC | 0.01% | Reduce -24.5% | 33,660 | $736K |
| Benjamin Edwards Inc. | 0.01% | Reduce -5.9% | 33,223 | $726K |
| Level Four Advisory Services, LLC | 0.03% | Add +13.2% | 30,960 | $677K |
| Golden State Wealth Management, LLC | 0.10% | Add +2.2% | 30,586 | $669K |
| Gentry Private Wealth, LLC | 0.55% | Add +100.5% | 30,472 | $666K |
| Geneos Wealth Management Inc. | 0.02% | Add +4.7% | 29,105 | $636K |
| FSB Premier Wealth Management, Inc. | 0.23% | No change | 26,750 | $585K |
| Core Wealth Partners LLC | 0.33% | Add +47.1% | 25,679 | $561K |
| IFP Advisors, Inc | 0.02% | Add +13.9% | 25,371 | $555K |
| Scotia Capital Inc. | 0.00% | New | 24,564 | $537K |
| Independent Wealth Network Inc. | 0.21% | Add +2.4% | 24,261 | $530K |
| Sanctuary Advisors, LLC | 0.00% | Add +39.2% | 23,671 | $517K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 23,425 | $512K |
| StoneX Group Inc. | 0.03% | Add +11.4% | 23,092 | $505K |
| AQR Capital Management | 0.00% | New | 22,739 | $497K |
| Treasure Coast Financial Planning | 0.30% | Add +24.3% | 21,919 | $479K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.6% | 21,637 | $473K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 21,473 | $469K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 21,473 | $469K |
| Legacy Wealth Managment, LLC | 0.34% | Add +24.2% | 21,342 | $467K |
| Pasadena Private Wealth, LLC | 0.08% | New | 19,850 | $434K |
| Insight Advisors, LLC/ PA | 0.07% | Add +1.2% | 19,546 | $427K |
| US Bancorp \de | 0.00% | Add +1.0% | 19,215 | $420K |
"% 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.