Fthi/First Trust Exchange-TRFTHIETF
13F holders, Q3 2025 (September 30)184holders +15
31new positions
15sold out
2famous investors
$23.71avg. 13F price*
At the end of Q3 2025, 184 institutions reported holding Fthi/First Trust Exchange-TR (FTHI) in their 13F filings, up 15 from Q2 2025. 31 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($178.8M), Wells Fargo & Company ($138.0M) and Envestnet Asset Management Inc. ($77.0M). 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 (Q3 2025)
- CUSIP
- 33738R308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $37.7M |
| Exits | 15 | $30.8M |
All 13F filers, Q2 2025 → Q3 2025: 8,660,128 shares bought and 1,776,892 shares sold, net +6,883,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| LPL Financial LLC | 0.05% | Add +11.0% | 7,540,031 | $178.8M |
| Wells Fargo & Company | 0.03% | Add +27.4% | 5,818,265 | $138.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.1% | 3,248,815 | $77.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.2% | 2,764,825 | $65.6M |
| D.A. Davidson & Co. | 0.40% | Add +5.5% | 2,623,867 | $62.2M |
| Commonwealth Equity Services, LLC | 0.05% | Add +140.7% | 1,545,547 | $36.6M |
| Cetera Investment Advisers | 0.03% | Add +70.5% | 1,191,066 | $28.2M |
| Ergawealth Advisors, Inc. | 12.37% | Add +203.2% | 1,120,410 | $26.6M |
| Royal Bank of Canada | 0.00% | Add +13.2% | 845,385 | $20.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -2.3% | 767,968 | $18.2M |
| Stifel Financial Corp. | 0.01% | Reduce -10.6% | 618,543 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -14.6% | 584,515 | $13.9M |
| Cwm, LLC | 0.04% | Add +70.8% | 530,406 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Add +4757.2% | 528,415 | $12.5M |
| Osaic Holdings, Inc. | 0.01% | Add +10.2% | 425,794 | $9.9M |
| Advisor OS, LLC | 0.83% | Add +13.0% | 405,102 | $9.6M |
| MJP Associates Inc. | 1.17% | Reduce -3.2% | 375,341 | $8.9M |
| HUB Investment Partners, LLC | 0.32% | New | 363,278 | $8.6M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -2.4% | 286,895 | $6.8M |
| Snowden Capital Advisors LLC | 0.17% | Add +21.3% | 266,313 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +190.5% | 256,482 | $6.1M |
| Ameritas Advisory Services, LLC | 0.38% | Add +3.6% | 242,339 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 233,927 | $5.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +14.6% | 227,594 | $5.4M |
| MML Investors Services, LLC | 0.01% | Add +143.1% | 215,844 | $5.1M |
| HBW Advisory Services LLC | 0.57% | New | 213,902 | $5.1M |
| Elevation Wealth Partners, LLC | 1.70% | Add +6.0% | 198,804 | $4.7M |
| RiverTree Advisors, LLC | 3.01% | Reduce -1.5% | 198,053 | $4.7M |
| Arq Wealth Advisors, LLC | 1.35% | Add +64.3% | 192,614 | $4.6M |
| Mutual Advisors, LLC | 0.10% | New | 188,113 | $4.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +341.1% | 173,673 | $4.1M |
| Mariner, LLC | 0.01% | Add +72.2% | 162,444 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +14.2% | 148,041 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +79.2% | 146,604 | $3.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.9% | 142,475 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +593.8% | 139,079 | $3.3M |
| Prospera Financial Services Inc | 0.05% | Reduce -2.5% | 129,939 | $3.1M |
| Janney Capital Management LLC | 0.19% | Add +0.0% | 129,316 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +61.4% | 126,285 | $3.0M |
| Perennial Investment Advisors, LLC | 0.24% | Add +9.9% | 125,026 | $3.0M |
| IHT Wealth Management, LLC | 0.07% | Add +10.5% | 123,537 | $2.9M |
| &partners | 0.02% | Add +525.2% | 118,668 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +23.3% | 115,082 | $2.7M |
| US Bancorp \de | 0.00% | Add +506.5% | 112,979 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +7.0% | 111,808 | $2.7M |
| Merkkuri Wealth Advisors LLC | 1.87% | Add +9.9% | 108,601 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +56.5% | 107,753 | $2.6M |
| Goldstone Financial Group, LLC | 0.29% | New | 104,043 | $2.5M |
| Harbour Investments, Inc. | 0.06% | Reduce -17.7% | 102,265 | $2.4M |
| Atria Investments, Inc | 0.03% | New | 100,495 | $2.4M |
| Principal Securities, Inc. | 0.04% | Reduce -5.5% | 93,504 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -10.1% | 92,595 | $2.2M |
| Chicago Partners Investment Group LLC | 0.06% | New | 90,000 | $2.2M |
| Davidson Trust Co. | 0.85% | Reduce -2.1% | 86,591 | $2.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +20.3% | 86,165 | $2.0M |
| Summit Financial, LLC | 0.03% | New | 84,622 | $2.0M |
| Etesian Wealth Advisors, Inc. | 0.60% | New | 76,042 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +165.5% | 73,842 | $1.8M |
| Avior Wealth Management, LLC | 0.05% | Add +3.7% | 69,881 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +11.4% | 68,787 | $1.6M |
| Anchor Capital Management Group Inc | 0.80% | No change | 67,000 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.9% | 66,919 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -31.1% | 65,119 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +40.2% | 64,331 | $1.5M |
| LVZ, Inc. | 0.17% | Add +0.6% | 62,324 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | Add +19.8% | 61,485 | $1.5M |
| Sequent Planning LLC | 0.41% | Add +4.9% | 60,823 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +12.8% | 55,500 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -11.9% | 54,233 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.83% | Reduce -3.7% | 51,815 | $1.3M |
| Balboa Wealth Partners | 0.22% | Add +3.0% | 52,995 | $1.3M |
| Regal Investment Advisors LLC | 0.08% | Add +21.1% | 52,659 | $1.2M |
| RFG Advisory, LLC | 0.03% | Add +168.7% | 51,940 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.52% | Add +0.8% | 51,106 | $1.2M |
| Accel Wealth Management | 0.34% | Reduce -2.0% | 49,749 | $1.2M |
| TFB Advisors LLC | 0.34% | Add +36.3% | 48,773 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | New | 47,609 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +24.7% | 47,048 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +26.2% | 46,593 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +63.0% | 45,766 | $1.1M |
| Puff Wealth Management, LLC | 1.64% | Reduce -6.9% | 45,446 | $1.1M |
| StoneX Group Inc. | 0.04% | Add +88.2% | 43,466 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +1.8% | 43,024 | $1.0M |
| Main Line Retirement Advisors, LLC | 0.51% | No change | 41,800 | $991K |
| Silver Oak Securities, Incorporated | 0.07% | New | 40,290 | $955K |
| IFP Advisors, Inc | 0.02% | Add +62.9% | 40,088 | $950K |
| Fermata Advisors, LLC | 0.24% | New | 39,386 | $934K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +13.9% | 39,268 | $931K |
| Core Wealth Partners LLC | 0.41% | Add +8.9% | 37,360 | $886K |
| International Assets Investment Management, LLC | 0.07% | Add +2.7% | 38,497 | $876K |
| Citadel Advisors | 0.00% | Add +46.4% | 35,399 | $839K |
| CoreCap Advisors, LLC | 0.03% | Add +676.3% | 35,314 | $837K |
| AE Wealth Management LLC | 0.01% | Reduce -2.3% | 34,079 | $808K |
| Legacy Wealth Managment, LLC | 0.34% | Add +9.6% | 31,415 | $745K |
| Synovus Financial Corp. | 0.01% | New | 30,473 | $723K |
| Sovran Advisors, LLC | 0.06% | Reduce -19.2% | 29,197 | $694K |
| Bank of America Corp. | 0.00% | Add +2853800.0% | 28,539 | $677K |
| Morgan Stanley | 0.00% | Add +68.2% | 27,624 | $655K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.4% | 27,354 | $649K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.4% | 27,193 | $645K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +14.0% | 26,723 | $634K |
| Seaview Investment Managers LLC | 0.22% | New | 24,951 | $592K |
| Treasure Coast Financial Planning | 0.33% | No change | 24,802 | $588K |
| Independent Wealth Network Inc. | 0.18% | Add +1.8% | 22,979 | $545K |
| Gentry Private Wealth, LLC | 0.37% | Reduce -27.6% | 22,642 | $537K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -8.5% | 22,425 | $532K |
| Capital Analysts, LLC | 0.02% | Add +71.1% | 22,279 | $528K |
| Sigma Planning Corp | 0.01% | New | 21,898 | $519K |
| AQR Capital Management | 0.00% | Reduce -3.9% | 21,796 | $517K |
| FSB Premier Wealth Management, Inc. | 0.17% | Reduce -20.3% | 21,602 | $512K |
| Scotia Capital Inc. | 0.00% | New | 21,379 | $507K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.2% | 21,236 | $504K |
| IFG Advisory, LLC | 0.02% | Add +0.0% | 20,548 | $487K |
| Insight Advisors, LLC/ PA | 0.07% | Add +0.9% | 19,889 | $472K |
| Pasadena Private Wealth, LLC | 0.07% | No change | 19,850 | $471K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +26.5% | 19,768 | $469K |
| Thrivent Financial for Lutherans | 0.00% | New | 19,667 | $466K |
| Dunhill Financial, LLC | 0.15% | Reduce -64.6% | 19,290 | $457K |
| BlueChip Wealth Advisors LLC | 0.19% | No change | 19,180 | $455K |
| Wesbanco Bank Inc. | 0.01% | New | 18,793 | $446K |
| Level Four Advisory Services, LLC | 0.01% | No change | 17,110 | $406K |
| Marshall Investment Management, LLC | 0.21% | New | 16,716 | $396K |
| Tactive Advisors, LLC | 0.11% | Add +30.3% | 16,090 | $381K |
| Private Client Services, LLC | 0.13% | Add +3.9% | 16,080 | $381K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -3.1% | 15,992 | $379K |
| Smith, Moore & Co. | 0.03% | Add +6.2% | 15,848 | $376K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 15,566 | $369K |
| PMG Family Office LLC | 0.41% | — | 15,543 | $369K |
| NorthCoast Asset Management LLC | 0.00% | New | 15,226 | $361K |
| PFG Advisors | 0.01% | New | 15,203 | $360K |
| Richmond Investment Services, LLC | 0.07% | Add +2.7% | 15,066 | $357K |
| VestGen Advisors, LLC | 0.01% | Add +1.6% | 14,956 | $355K |
| Redmond Asset Management, LLC | 0.09% | Reduce -1.4% | 14,807 | $351K |
| Channel Wealth LLC | 0.09% | Reduce -2.3% | 14,779 | $350K |
| Moors & Cabot, Inc. | 0.02% | Add +62.4% | 14,699 | $349K |
| Belpointe Asset Management LLC | 0.01% | New | 14,369 | $341K |
| Centaurus Financial, Inc. | 0.02% | No change | 14,004 | $332K |
| Insight Wealth Strategies, LLC | 0.04% | Add +1.1% | 13,595 | $322K |
| Financial Gravity Asset Management, Inc. | 0.06% | — | 13,424 | $318K |
| Sachetta, LLC | 0.12% | Add +2.2% | 13,155 | $312K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.0% | 13,096 | $311K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -0.5% | 12,856 | $305K |
| Barnes Wealth Management Group, Inc | 0.16% | Reduce -1.7% | 11,936 | $283K |
| Gateway Wealth Partners, LLC | 0.04% | Add +12.5% | 11,546 | $274K |
| Valley Brook Capital Group, Inc. | 0.18% | Add +0.3% | 11,208 | $266K |
| Novem Group | 0.03% | Reduce -1.8% | 11,017 | $261K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Add +208.6% | 10,800 | $256K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 10,480 | $248K |
| Private Trust Co. NA | 0.02% | No change | 10,353 | $245K |
| Waverly Advisors, LLC | 0.00% | Add +0.1% | 10,318 | $245K |
| Edge Financial Advisors LLC | 0.11% | New | 10,186 | $242K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.5% | 10,175 | $241K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 10,080 | $239K |
| Presidio Capital Management, LLC | 0.08% | Reduce -50.9% | 9,763 | $231K |
| Ferguson Shapiro LLC | 0.07% | Add +2.2% | 9,382 | $222K |
| Hilltop Holdings Inc. | 0.01% | No change | 9,281 | $220K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +7.3% | 8,948 | $212K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -27.4% | 8,509 | $202K |
| Integrated Advisors Network LLC | 0.01% | Reduce -58.8% | 8,446 | $200K |
| Advisory Services Network, LLC | 0.00% | New | 7,369 | $175K |
| Aptus Capital Advisors, LLC | 0.00% | Add +21.4% | 5,384 | $128K |
| AdvisorNet Financial, Inc | 0.01% | Add +51.3% | 5,307 | $126K |
| IMG Wealth Management, Inc. | 0.07% | Add +5.1% | 4,475 | $106K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,279 | $78K |
| ORG Partners LLC | 0.01% | No change | 2,000 | $47K |
| Comerica Bank | 0.00% | Reduce -10.6% | 1,852 | $44K |
| Lanark Financial, Inc. | 0.00% | No change | 1,669 | $40K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.9% | 1,530 | $36K |
| CX Institutional | 0.00% | New | 1,518 | $36K |
| GoalVest Advisory LLC | 0.01% | Add +82.2% | 1,481 | $35K |
| UBS Group AG | 0.00% | Add +289.2% | 1,405 | $33K |
| JPMorgan Chase & Co. | 0.00% | New | 1,119 | $27K |
| GAMMA Investing LLC | 0.00% | No change | 913 | $22K |
| Turim 21 Investimentos Ltda. | 0.01% | New | 866 | $21K |
| Founders Financial Alliance, LLC | 0.00% | New | 648 | $15K |
| KERR FINANCIAL PLANNING Corp | 0.02% | — | 600 | $14K |
| Compass Financial Services Inc | 0.01% | Add +2.1% | 575 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -82.8% | 500 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 490 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 350 | $8K |
| Innovative Advisory Group, LLC | 0.00% | Add +1.8% | 115 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -62.8% | 29 | $688 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 18 | $427 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $332 |
"% 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.