Fthi/First Trust Exchange-TRFTHIETF
13F holders, Q2 2025 (June 30)169holders +9
29new positions
19sold out
2famous investors
$22.85avg. 13F price*
At the end of Q2 2025, 169 institutions reported holding Fthi/First Trust Exchange-TR (FTHI) in their 13F filings, up 9 from Q1 2025. 29 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($155.2M), Wells Fargo & Company ($104.4M) and Envestnet Asset Management Inc. ($68.1M). 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 2025)
- CUSIP
- 33738R308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $34.1M |
| Exits | 19 | $17.1M |
All 13F filers, Q1 2025 → Q2 2025: 3,885,673 shares bought and 2,541,997 shares sold, net +1,343,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| LPL Financial LLC | 0.05% | Add +3.5% | 6,790,859 | $155.2M |
| Wells Fargo & Company | 0.02% | Add +23.3% | 4,567,850 | $104.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.6% | 2,978,349 | $68.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -9.8% | 2,769,271 | $63.3M |
| D.A. Davidson & Co. | 0.40% | Add +3.3% | 2,486,389 | $56.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +13.4% | 786,087 | $18.0M |
| Royal Bank of Canada | 0.00% | Add +9.1% | 746,968 | $17.1M |
| Cetera Investment Advisers | 0.03% | Add +0.9% | 698,676 | $16.0M |
| Stifel Financial Corp. | 0.02% | Add +7.9% | 691,621 | $15.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +25.2% | 684,255 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +10.5% | 641,994 | $14.7M |
| Two Sigma Investments, LP | 0.02% | New | 448,600 | $10.3M |
| MJP Associates Inc. | 1.31% | Add +18.0% | 387,576 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Add +12.3% | 386,332 | $8.8M |
| Ergawealth Advisors, Inc. | 3.80% | New | 369,549 | $8.4M |
| Advisor OS, LLC | 0.81% | Add +9.1% | 358,456 | $8.2M |
| Legacy CG, LLC | 2.20% | Reduce -56.0% | 323,505 | $7.4M |
| Cwm, LLC | 0.03% | Add +22.9% | 310,505 | $7.1M |
| CreativeOne Wealth, LLC | 0.18% | Reduce -0.8% | 293,875 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.9% | 233,154 | $5.4M |
| Ameritas Advisory Services, LLC | 0.28% | Reduce -14.0% | 233,868 | $5.3M |
| Snowden Capital Advisors LLC | 0.15% | Add +0.8% | 219,632 | $5.0M |
| RiverTree Advisors, LLC | 3.08% | Add +182.0% | 201,047 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.0% | 198,688 | $4.5M |
| Elevation Wealth Partners, LLC | 1.69% | Add +0.8% | 187,621 | $4.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +5.7% | 141,190 | $3.2M |
| Prospera Financial Services Inc | 0.06% | Add +18.4% | 133,339 | $3.0M |
| Old Mission Capital LLC | 0.08% | Add +1216.4% | 133,235 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +6.0% | 129,684 | $3.0M |
| Janney Capital Management LLC | 0.19% | Reduce -0.6% | 129,298 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.5% | 128,694 | $2.9M |
| Elequin Capital, LP | 0.93% | New | 126,702 | $2.9M |
| Harbour Investments, Inc. | 0.07% | Reduce -1.1% | 124,275 | $2.8M |
| Arax Advisory Partners | 0.12% | Add +29.4% | 114,610 | $2.6M |
| Perennial Investment Advisors, LLC | 0.25% | Add +2.4% | 113,774 | $2.6M |
| Arq Wealth Advisors, LLC | 0.88% | No change | 117,263 | $2.6M |
| IHT Wealth Management, LLC | 0.07% | Add +9.5% | 111,796 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.20% | Add +11.0% | 104,531 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Add +37.2% | 103,024 | $2.4M |
| Principal Securities, Inc. | 0.04% | Add +8.9% | 98,980 | $2.3M |
| Tradewinds, LLC. | 1.71% | New | 98,843 | $2.3M |
| Merkkuri Wealth Advisors LLC | 1.71% | Add +7.0% | 98,843 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +11.8% | 94,565 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -63.1% | 94,321 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +17.5% | 93,363 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +22.9% | 88,795 | $2.0M |
| Davidson Trust Co. | 0.93% | Add +4.8% | 88,484 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 88,302 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.0% | 81,802 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +15.1% | 78,222 | $1.8M |
| PCG Wealth Advisors, LLC | 0.87% | Reduce -45.3% | 74,652 | $1.7M |
| Farther Finance Advisors, LLC | 0.03% | New | 71,644 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -18.4% | 68,849 | $1.6M |
| Avior Wealth Management, LLC | 0.05% | Reduce -7.2% | 67,364 | $1.5M |
| Anchor Capital Management Group Inc | 0.71% | No change | 67,000 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -17.7% | 65,658 | $1.5M |
| LVZ, Inc. | 0.17% | Add +3.6% | 61,940 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +35.5% | 61,766 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.1% | 61,563 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -64.7% | 60,697 | $1.4M |
| Sequent Planning LLC | 0.42% | Add +2.5% | 58,004 | $1.3M |
| Dunhill Financial, LLC | 0.36% | Reduce -86.9% | 54,545 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.87% | Reduce -1.6% | 53,820 | $1.2M |
| Balboa Wealth Partners | 0.24% | New | 51,443 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +76.3% | 51,309 | $1.2M |
| Accel Wealth Management | 0.39% | Reduce -1.0% | 50,749 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.53% | Add +8.1% | 50,685 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +7.5% | 49,180 | $1.1M |
| Puff Wealth Management, LLC | 1.82% | Add +3.6% | 48,831 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.1% | 48,411 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +1.9% | 45,886 | $1.0M |
| Regal Investment Advisors LLC | 0.07% | New | 43,477 | $993K |
| Brookstone Capital Management | 0.01% | Add +4.1% | 42,281 | $966K |
| Main Line Retirement Advisors, LLC | 0.54% | New | 41,800 | $955K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -62.5% | 39,370 | $900K |
| Benjamin Edwards Inc. | 0.01% | Add +13.5% | 37,723 | $862K |
| International Assets Investment Management, LLC | 0.07% | Add +0.9% | 37,497 | $857K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +8.9% | 36,915 | $844K |
| Sovran Advisors, LLC | 0.09% | Reduce -10.1% | 36,139 | $826K |
| TFB Advisors LLC | 0.21% | Reduce -6.9% | 35,773 | $817K |
| AE Wealth Management LLC | 0.01% | Add +3.7% | 34,891 | $797K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +47.1% | 34,468 | $788K |
| Core Wealth Partners LLC | 0.40% | Add +33.6% | 34,301 | $784K |
| Gentry Private Wealth, LLC | 0.55% | Add +2.6% | 31,258 | $714K |
| Legacy Investment Solutions, LLC | 0.35% | — | 28,653 | $655K |
| Legacy Wealth Managment, LLC | 0.35% | Add +34.3% | 28,653 | $655K |
| Private Advisor Group, LLC | 0.00% | Add +91.9% | 28,083 | $642K |
| First Trust Advisors LP | 0.00% | New | 27,808 | $635K |
| FSB Premier Wealth Management, Inc. | 0.22% | Add +1.3% | 27,097 | $619K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.6% | 25,950 | $593K |
| Oppenheimer & Co. Inc. | 0.01% | Add +62.4% | 25,556 | $584K |
| Treasure Coast Financial Planning | 0.33% | Add +13.2% | 24,802 | $567K |
| IFP Advisors, Inc | 0.02% | Reduce -3.0% | 24,610 | $562K |
| WCG Wealth Advisors LLC | 0.04% | New | 24,515 | $560K |
| Citadel Advisors | 0.00% | New | 24,187 | $553K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +51.9% | 23,442 | $536K |
| StoneX Group Inc. | 0.03% | No change | 23,092 | $528K |
| AQR Capital Management | 0.00% | Reduce -0.3% | 22,682 | $518K |
| Independent Wealth Network Inc. | 0.19% | Reduce -7.0% | 22,575 | $516K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.3% | 21,198 | $484K |
"% 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.