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 |
| Keating Financial Advisory Services, Inc. | 0.12% | — | 36,725 | $867K |
| Legacy Wealth Managment, LLC | 0.40% | Add +13.8% | 35,739 | $844K |
| Core Wealth Partners LLC | 0.38% | Reduce -4.8% | 35,576 | $840K |
| Elequin Capital, LP | 0.12% | New | 34,384 | $812K |
| Alessandra Capital Management, LLC | 0.69% | — | 32,645 | $771K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 32,061 | $757K |
| IFP Advisors, Inc | 0.02% | Reduce -23.2% | 30,784 | $727K |
| Citadel Advisors | 0.00% | Reduce -15.4% | 29,945 | $707K |
| Sovran Advisors, LLC | 0.06% | Reduce -4.1% | 28,002 | $670K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.1% | 27,938 | $660K |
| Morgan Stanley | 0.00% | Reduce 0.0% | 27,623 | $652K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.9% | 27,451 | $648K |
| Capital Analysts, LLC | 0.02% | Add +15.4% | 25,713 | $608K |
| Treasure Coast Financial Planning | 0.31% | Add +1.2% | 25,095 | $593K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +10.1% | 23,372 | $552K |
| Wesbanco Bank Inc. | 0.01% | Add +20.4% | 22,617 | $534K |
| FSB Premier Wealth Management, Inc. | 0.16% | Add +1.7% | 21,965 | $519K |
| Moors & Cabot, Inc. | 0.02% | Add +48.3% | 21,802 | $515K |
| Scotia Capital Inc. | 0.00% | Add +1.8% | 21,764 | $514K |
| AQR Capital Management | 0.00% | Reduce -0.7% | 21,638 | $511K |
| Independent Wealth Network Inc. | 0.16% | Reduce -6.3% | 21,520 | $508K |
| IFG Advisory, LLC | 0.02% | Add +3.2% | 21,211 | $501K |
| Gentry Private Wealth, LLC | 0.31% | Reduce -8.4% | 20,748 | $490K |
| Thrivent Financial for Lutherans | 0.00% | Add +3.0% | 20,258 | $481K |
| Insight Advisors, LLC/ PA | 0.07% | Add +0.9% | 20,070 | $474K |
| Adamsbrown Wealth Consultants LLC | 0.13% | New | 20,018 | $473K |
| Gateway Wealth Partners, LLC | 0.05% | Add +72.0% | 19,856 | $469K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.4% | 19,845 | $469K |
| BlueChip Wealth Advisors LLC | 0.19% | Add +1.9% | 19,546 | $462K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +8.2% | 28,908 | $448K |
| Pasadena Private Wealth, LLC | 0.06% | Reduce -4.5% | 18,950 | $448K |
| Marshall Investment Management, LLC | 0.22% | Add +10.4% | 18,447 | $436K |
| Private Client Services, LLC | 0.14% | Add +14.4% | 18,389 | $434K |
| Thompson David Blair | 0.24% | — | 18,165 | $429K |
| Quadrature Capital Ltd | 0.00% | New | 18,084 | $427K |
| Edge Financial Advisors LLC | 0.17% | Add +74.5% | 17,780 | $414K |
| Smith, Moore & Co. | 0.03% | Add +6.3% | 16,848 | $398K |
| Stephens Inc. | 0.00% | New | 16,275 | $384K |
| Centaurus Financial, Inc. | 0.02% | Add +15.2% | 16,129 | $381K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.1% | 16,012 | $378K |
| PFG Advisors | 0.02% | Add +5.2% | 15,998 | $378K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -7.0% | 15,910 | $376K |
| Advisory Advocates, LLC | 0.37% | — | 15,800 | $373K |
| Dunhill Financial, LLC | 0.12% | Reduce -18.6% | 15,700 | $371K |
| PMG Family Office LLC | 0.42% | Add +0.0% | 15,548 | $367K |
| Channel Wealth LLC | 0.09% | Add +5.0% | 15,516 | $366K |
| Castle Rock Wealth Management, LLC | 0.08% | Reduce -2.9% | 15,116 | $358K |
| Richmond Investment Services, LLC | 0.06% | Add +0.3% | 15,114 | $357K |
| KKM Financial LLC | 0.06% | New | 14,868 | $351K |
| Redmond Asset Management, LLC | 0.09% | No change | 14,807 | $350K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -34.4% | 14,712 | $347K |
| Cary Street Partners Financial LLC | 0.01% | New | 14,415 | $340K |
| Insigneo Advisory Services, LLC | 0.02% | New | 14,407 | $340K |
| Seaview Investment Managers LLC | 0.13% | Reduce -42.5% | 14,346 | $339K |
| Insight Wealth Strategies, LLC | 0.04% | Add +1.2% | 13,754 | $325K |
| Sachetta, LLC | 0.17% | Add +1.2% | 13,312 | $314K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.2% | 13,136 | $310K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Add +2451.4% | 12,757 | $301K |
| Aurora Private Wealth, Inc. | 0.19% | — | 12,232 | $289K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 12,004 | $284K |
| Barnes Wealth Management Group, Inc | 0.15% | Add +0.0% | 11,941 | $282K |
| Novem Group | 0.03% | Add +5.0% | 11,569 | $273K |
| Clear Creek Financial Management, LLC | 0.02% | New | 11,475 | $271K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +8.9% | 11,418 | $270K |
| Private Trust Co. NA | 0.02% | Add +9.7% | 11,353 | $268K |
| Valley Brook Capital Group, Inc. | 0.18% | Add +0.3% | 11,236 | $265K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +8.6% | 10,943 | $258K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Add +0.2% | 10,819 | $256K |
| Focus Partners Wealth | 0.00% | New | 10,490 | $248K |
| Waverly Advisors, LLC | 0.00% | Add +0.1% | 10,333 | $244K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.1% | 10,183 | $241K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 10,042 | $237K |
| Ferguson Shapiro LLC | 0.07% | Add +2.3% | 9,593 | $227K |
| Hilltop Holdings Inc. | 0.01% | No change | 9,281 | $219K |
| Global Assets Advisory, LLC | 0.06% | New | 8,500 | $201K |
| Bank of America Corp. | 0.00% | Reduce -75.8% | 6,907 | $163K |
| Benson Wealth Management INC | 0.17% | — | 6,587 | $156K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 6,055 | $143K |
| AdvisorNet Financial, Inc | 0.01% | Add +7.3% | 5,696 | $135K |
| Golden State Wealth Management, LLC | 0.01% | New | 5,555 | $131K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.3% | 5,456 | $129K |
| IMG Wealth Management, Inc. | 0.07% | Add +8.0% | 4,831 | $114K |
| MAI Capital Management | 0.00% | New | 3,815 | $90K |
| Global Retirement Partners, LLC | 0.00% | Add +15.4% | 3,783 | $89K |
| JPMorgan Chase & Co. | 0.00% | Add +210.9% | 3,479 | $82K |
| Bullseye Investment Management, LLC | 0.04% | New | 3,450 | $81K |
| Aventura Private Wealth, LLC | 0.02% | New | 2,142 | $51K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -84.9% | 2,027 | $48K |
| ORG Partners LLC | 0.01% | No change | 2,000 | $47K |
| Comerica Bank | 0.00% | No change | 1,852 | $44K |
| Lanark Financial, Inc. | 0.00% | No change | 1,669 | $39K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.8% | 1,603 | $38K |
| GAMMA Investing LLC | 0.00% | No change | 913 | $22K |
| Sound Income Strategies, LLC | 0.00% | New | 882 | $21K |
| Turim 21 Investimentos Ltda. | 0.01% | Reduce -11.9% | 763 | $18K |
| Horizon Investments, LLC | 0.00% | New | 750 | $18K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | New | 734 | $17K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 600 | $14K |
| Ameriflex Group, Inc. | 0.01% | New | 449 | $11K |
| Investors Portfolio Services LLC | 0.01% | — | 326 | $8K |
| Compass Financial Services Inc | 0.00% | Reduce -49.2% | 292 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -42.9% | 200 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 200 | $5K |
| CX Institutional | 0.00% | Reduce -92.0% | 121 | $3K |
| Essential Partners LLC | 0.00% | New | 54 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 29 | $685 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 18 | $425 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $331 |
"% 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.