Fthi/First Trust Exchange-TRFTHIETF
13F holders, Q4 2025 (December 31)208holders +24
27new positions
15sold out
2famous investors
$23.62avg. 13F price*
At the end of Q4 2025, 208 institutions reported holding Fthi/First Trust Exchange-TR (FTHI) in their 13F filings, up 24 from Q3 2025. 27 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($213.0M), Wells Fargo & Company ($152.2M) and Envestnet Asset Management Inc. ($82.3M). 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 (Q4 2025)
- CUSIP
- 33738R308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $16.0M |
| Exits | 15 | $11.2M |
All 13F filers, Q3 2025 → Q4 2025: 8,377,524 shares bought and 1,093,852 shares sold, net +7,283,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 208 holders
| LPL Financial LLC | 0.06% | Add +19.6% | 9,018,353 | $213.0M |
| Wells Fargo & Company | 0.03% | Add +10.8% | 6,444,777 | $152.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.3% | 3,484,868 | $82.3M |
| Raymond James Financial Inc. | 0.02% | Add +15.3% | 3,188,336 | $75.3M |
| D.A. Davidson & Co. | 0.41% | Add +6.9% | 2,804,828 | $66.3M |
| Ergawealth Advisors, Inc. | 22.79% | Add +87.2% | 2,097,358 | $49.5M |
| Royal Bank of Canada | 0.01% | Add +144.9% | 2,070,586 | $48.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +13.6% | 1,755,505 | $41.5M |
| Cetera Investment Advisers | 0.04% | Add +16.3% | 1,385,027 | $32.7M |
| Ameriprise Financial Inc. | 0.01% | Add +90.6% | 1,007,222 | $23.8M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -13.8% | 661,602 | $15.6M |
| Cwm, LLC | 0.04% | Add +24.2% | 658,785 | $15.6M |
| Stifel Financial Corp. | 0.01% | Reduce -5.2% | 586,689 | $13.9M |
| Osaic Holdings, Inc. | 0.02% | Add +36.4% | 580,849 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -17.0% | 485,371 | $11.5M |
| MJP Associates Inc. | 1.35% | Add +22.0% | 457,777 | $10.8M |
| Advisor OS, LLC | 0.87% | Add +13.0% | 457,777 | $10.8M |
| Sun Financial Inc | 4.88% | — | 370,714 | $8.8M |
| Snowden Capital Advisors LLC | 0.22% | Add +35.9% | 361,857 | $8.5M |
| SHP Wealth Management | 0.66% | — | 356,613 | $8.4M |
| CreativeOne Wealth, LLC | 0.18% | Add +9.6% | 314,425 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.9% | 284,415 | $6.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +12.8% | 256,666 | $6.1M |
| MML Investors Services, LLC | 0.01% | Add +15.3% | 248,840 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.7% | 245,025 | $5.9M |
| HBW Advisory Services LLC | 0.56% | Add +1.7% | 217,566 | $5.1M |
| Elevation Wealth Partners, LLC | 1.67% | Add +0.7% | 200,090 | $4.7M |
| Arq Wealth Advisors, LLC | 1.27% | Add +3.6% | 199,481 | $4.7M |
| RiverTree Advisors, LLC | 2.95% | Reduce -1.2% | 195,631 | $4.6M |
| Chicago Partners Investment Group LLC | 0.11% | Add +111.0% | 189,910 | $4.5M |
| &partners | 0.02% | Add +60.2% | 190,107 | $4.5M |
| Mutual Advisors, LLC | 0.10% | Reduce -0.3% | 187,563 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Add +25.8% | 186,167 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +169.0% | 175,169 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.1% | 173,772 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +32.4% | 167,219 | $3.9M |
| Arax Advisory Partners | 0.11% | New | 165,708 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.3% | 164,627 | $3.9M |
| Mariner, LLC | 0.00% | Reduce -1.0% | 160,764 | $3.8M |
| Perennial Investment Advisors, LLC | 0.30% | Add +27.6% | 159,499 | $3.8M |
| Prospera Financial Services Inc | 0.06% | Add +16.8% | 151,765 | $3.6M |
| Merkkuri Wealth Advisors LLC | 2.43% | Add +39.3% | 151,316 | $3.6M |
| Archer Investment Corp | 0.77% | New | 145,140 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.6% | 142,654 | $3.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +63.8% | 141,143 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -7.3% | 132,028 | $3.1M |
| Janney Capital Management LLC | 0.19% | Reduce -0.8% | 128,233 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +73.4% | 128,047 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +5.5% | 121,434 | $2.9M |
| Goldstone Financial Group, LLC | 0.31% | Add +13.0% | 117,543 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.19% | Add +3.2% | 115,424 | $2.7M |
| Harbour Investments, Inc. | 0.05% | Add +7.5% | 109,972 | $2.6M |
| IHT Wealth Management, LLC | 0.06% | Reduce -12.7% | 107,901 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -7.0% | 105,114 | $2.5M |
| Strategic Financial Concepts, LLC | 2.25% | New | 104,048 | $2.5M |
| Sequent Planning LLC | 0.62% | Add +68.3% | 102,372 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +0.5% | 100,990 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +608.2% | 92,743 | $2.2M |
| Principal Securities, Inc. | 0.03% | Reduce -1.4% | 92,179 | $2.2M |
| Davidson Trust Co. | 0.82% | Reduce -3.5% | 83,520 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +81.3% | 82,956 | $2.0M |
| Independent Financial Group, LLC | 0.04% | Reduce -11.6% | 81,855 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -24.1% | 81,826 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +64.2% | 78,149 | $1.8M |
| Etesian Wealth Advisors, Inc. | 0.56% | Reduce -0.3% | 75,823 | $1.8M |
| Avior Wealth Management, LLC | 0.06% | Add +7.8% | 75,347 | $1.8M |
| Summit Financial, LLC | 0.03% | Reduce -11.1% | 75,200 | $1.8M |
| RFG Advisory, LLC | 0.03% | Add +40.8% | 73,120 | $1.7M |
| Geneos Wealth Management Inc. | 0.04% | Add +18.0% | 72,568 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.9% | 70,791 | $1.7M |
| Anchor Capital Management Group Inc | 0.80% | No change | 67,000 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +1.8% | 65,479 | $1.5M |
| LVZ, Inc. | 0.17% | Add +2.0% | 63,601 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.9% | 62,967 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +12.3% | 62,300 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +71.4% | 60,539 | $1.4M |
| Balboa Wealth Partners | 0.23% | Add +8.6% | 57,560 | $1.4M |
| Regal Investment Advisors LLC | 0.08% | Add +5.7% | 55,681 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +17.8% | 54,873 | $1.3M |
| Triumph Capital Management | 0.28% | New | 54,052 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.81% | Add +0.4% | 52,005 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.8% | 53,286 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +21.1% | 52,083 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.49% | Reduce -1.9% | 50,122 | $1.2M |
| TFB Advisors LLC | 0.32% | No change | 48,773 | $1.2M |
| Accel Wealth Management | 0.31% | Reduce -4.3% | 47,601 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +18.0% | 46,332 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.3% | 45,956 | $1.1M |
| Signature Equity Partners, LLC | 0.58% | — | 44,770 | $1.1M |
| Elevation Wealth Management LLC | 1.01% | — | 44,504 | $1.1M |
| Silver Oak Securities, Incorporated | 0.07% | Add +8.6% | 43,761 | $1.0M |
| StoneX Group Inc. | 0.04% | Reduce -0.6% | 43,216 | $1.0M |
| Puff Wealth Management, LLC | 1.29% | Reduce -7.5% | 42,035 | $998K |
| Main Line Retirement Advisors, LLC | 0.50% | No change | 41,800 | $987K |
| International Assets Investment Management, LLC | 0.07% | Add +7.7% | 41,457 | $979K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -83.2% | 40,784 | $963K |
| Arwa LLC | 0.55% | — | 39,744 | $939K |
| Fermata Advisors, LLC | 0.22% | Add +0.1% | 39,411 | $931K |
| AE Wealth Management LLC | 0.01% | Add +11.1% | 37,855 | $894K |
| Sigma Planning Corp | 0.02% | Add +70.9% | 37,426 | $884K |
"% 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.