Fthi/First Trust Exchange-TRFTHIETF
13F holders, Q1 2026 (March 31)216holders +8
29new positions
17sold out
2famous investors
$22.97avg. 13F price*
At the end of Q1 2026, 216 institutions reported holding Fthi/First Trust Exchange-TR (FTHI) in their 13F filings, up 8 from Q4 2025. 29 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($221.2M), Wells Fargo & Company ($157.4M) and Raymond James Financial Inc. ($89.6M). 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 (Q1 2026)
- CUSIP
- 33738R308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $41.4M |
| Exits | 17 | $13.0M |
All 13F filers, Q4 2025 → Q1 2026: 7,911,358 shares bought and 1,390,300 shares sold, net +6,521,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 216 holders
| LPL Financial LLC | 0.06% | Add +6.8% | 9,636,369 | $221.2M |
| Wells Fargo & Company | 0.03% | Add +6.4% | 6,857,331 | $157.4M |
| Raymond James Financial Inc. | 0.03% | Add +22.4% | 3,904,147 | $89.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +8.6% | 3,783,188 | $86.8M |
| D.A. Davidson & Co. | 0.42% | Add +7.3% | 3,010,900 | $69.1M |
| Royal Bank of Canada | 0.01% | Add +22.1% | 2,527,288 | $58.0M |
| Ergawealth Advisors, Inc. | 24.02% | Add +12.9% | 2,367,488 | $54.3M |
| Ameriprise Financial Inc. | 0.01% | Add +98.7% | 2,001,347 | $45.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +8.0% | 1,896,206 | $43.5M |
| Cetera Investment Advisers | 0.04% | Add +31.1% | 1,816,393 | $41.7M |
| Cwm, LLC | 0.05% | Add +30.8% | 861,379 | $19.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +2.7% | 679,249 | $15.6M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 593,180 | $13.6M |
| Two Sigma Investments, LP | 0.01% | New | 522,700 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.5% | 507,402 | $11.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.3% | 434,097 | $10.0M |
| Sun Financial Inc | 4.83% | Add +8.4% | 401,866 | $9.7M |
| Advisor OS, LLC | 0.68% | Reduce -10.1% | 411,435 | $9.4M |
| MJP Associates Inc. | 1.14% | Reduce -10.5% | 409,674 | $9.4M |
| HUB Investment Partners, LLC | 0.23% | New | 405,975 | $9.3M |
| Snowden Capital Advisors LLC | 0.24% | Add +8.9% | 394,242 | $9.0M |
| SHP Wealth Management | 0.65% | Add +5.0% | 374,265 | $8.6M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -0.9% | 311,521 | $7.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.5% | 300,049 | $6.9M |
| Cooper Financial Group | 0.69% | New | 297,955 | $6.8M |
| Baird Financial Group, Inc. | 0.01% | New | 292,101 | $6.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.0% | 256,623 | $5.9M |
| Equitable Holdings, Inc. | 0.03% | Add +23.1% | 229,137 | $5.4M |
| Archer Investment Corp | 1.15% | Add +61.9% | 234,922 | $5.4M |
| Truist Financial Corp. | 0.01% | Add +30.1% | 227,800 | $5.2M |
| Arax Advisory Partners | 0.15% | Add +35.2% | 224,002 | $5.1M |
| HBW Advisory Services LLC | 0.53% | Add +0.9% | 219,523 | $5.0M |
| Arq Wealth Advisors, LLC | 0.91% | Add +9.8% | 218,950 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +29.4% | 212,991 | $4.9M |
| RiverTree Advisors, LLC | 3.07% | Add +8.1% | 211,386 | $4.9M |
| Elevation Wealth Partners, LLC | 1.70% | Add +3.1% | 206,225 | $4.7M |
| Integrity Wealth Partners, LLC | 4.25% | — | 205,814 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.1% | 198,355 | $4.6M |
| Chicago Partners Investment Group LLC | 0.10% | Add +0.3% | 190,571 | $4.5M |
| Mutual Advisors, LLC | 0.09% | Reduce -0.5% | 186,574 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +6.1% | 177,399 | $4.1M |
| Perennial Investment Advisors, LLC | 0.30% | Add +3.7% | 165,360 | $3.8M |
| Prospera Financial Services Inc | 0.06% | Add +8.2% | 164,271 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +27.8% | 163,601 | $3.8M |
| Harbour Investments, Inc. | 0.06% | Add +44.0% | 158,308 | $3.6M |
| &partners | 0.02% | Reduce -18.8% | 154,335 | $3.5M |
| Farther Finance Advisors, LLC | 0.03% | Add +8.3% | 152,861 | $3.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +13.9% | 150,330 | $3.5M |
| MML Investors Services, LLC | 0.01% | Reduce -39.8% | 149,935 | $3.4M |
| Merkkuri Wealth Advisors LLC | 2.27% | Reduce -1.2% | 149,549 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +19.4% | 145,039 | $3.3M |
| Strategic Financial Concepts, LLC | 0.75% | Add +27.5% | 132,697 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.8% | 127,277 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +6.2% | 122,626 | $2.8M |
| IHT Wealth Management, LLC | 0.06% | Add +9.0% | 117,627 | $2.7M |
| RFG Advisory, LLC | 0.05% | Add +57.3% | 115,048 | $2.6M |
| Goldstone Financial Group, LLC | 0.28% | Reduce -4.7% | 112,072 | $2.6M |
| Sequent Planning LLC | 0.60% | Add +6.1% | 108,578 | $2.5M |
| US Bancorp \de | 0.00% | Add +2.0% | 107,237 | $2.5M |
| Geneos Wealth Management Inc. | 0.05% | Add +38.8% | 100,703 | $2.3M |
| Avior Wealth Management, LLC | 0.07% | Add +32.6% | 99,907 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +53.1% | 96,385 | $2.2M |
| Principal Securities, Inc. | 0.03% | Add +3.3% | 95,194 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.65% | Add +17.6% | 89,146 | $2.0M |
| Davidson Trust Co. | 0.84% | Add +2.2% | 85,321 | $2.0M |
| Kingsview Wealth Management, LLC | 0.03% | Add +5.3% | 82,315 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +55.0% | 80,702 | $1.9M |
| Arwa LLC | 0.88% | Add +89.7% | 75,377 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +23.3% | 76,790 | $1.8M |
| Legacy Wealth Managment, LLC | 0.81% | Add +97.4% | 70,540 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -17.6% | 68,393 | $1.6M |
| Fermata Advisors, LLC | 0.35% | Add +70.8% | 67,329 | $1.5M |
| Anchor Capital Management Group Inc | 1.07% | No change | 67,000 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +1.4% | 66,426 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +9.0% | 66,013 | $1.5M |
| LVZ, Inc. | 0.17% | Add +0.9% | 64,152 | $1.5M |
| Triumph Capital Management | 0.30% | Add +18.5% | 64,074 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +20.1% | 64,021 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +12.2% | 61,547 | $1.4M |
| Gateway Wealth Partners, LLC | 0.05% | Add +204.6% | 60,484 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +29.9% | 60,205 | $1.4M |
| Balboa Wealth Partners | 0.23% | Add +3.0% | 59,307 | $1.4M |
| Regal Investment Advisors LLC | 0.08% | Add +6.4% | 59,224 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -28.8% | 58,304 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.80% | Add +0.6% | 52,315 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +41.2% | 52,852 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.47% | Add +3.2% | 51,714 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +34.4% | 50,882 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -68.9% | 50,033 | $1.1M |
| Summit Financial, LLC | 0.01% | Reduce -34.4% | 49,305 | $1.1M |
| Accel Wealth Management | 0.29% | Add +0.4% | 47,801 | $1.1M |
| Signature Equity Partners, LLC | 0.59% | Add +6.7% | 47,759 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Add +11.4% | 46,169 | $1.1M |
| Elevation Wealth Management LLC | 0.96% | Add +2.4% | 45,573 | $1.0M |
| Citadel Advisors | 0.00% | Add +44.1% | 43,166 | $991K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -1.5% | 43,107 | $989K |
| Moors & Cabot, Inc. | 0.04% | Add +93.7% | 42,237 | $969K |
| Main Line Retirement Advisors, LLC | 0.48% | No change | 41,800 | $959K |
| Oppenheimer & Co. Inc. | 0.01% | Add +50.8% | 41,408 | $950K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -42.0% | 41,072 | $943K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -1.2% | 40,291 | $925K |
| Benjamin Edwards Inc. | 0.01% | Reduce -14.9% | 39,097 | $897K |
| Ameriflex Group, Inc. | 0.45% | Add +8562.8% | 38,896 | $893K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +14.3% | 36,636 | $841K |
| World Investment Advisors | 0.01% | New | 35,411 | $813K |
| Golden State Wealth Management, LLC | 0.09% | Add +524.9% | 34,711 | $797K |
| Core Wealth Partners LLC | 0.37% | Reduce -3.5% | 34,333 | $788K |
| Alessandra Capital Management, LLC | 0.65% | Add +1.8% | 33,225 | $763K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +11.3% | 32,184 | $739K |
| Belpointe Asset Management LLC | 0.03% | New | 31,824 | $730K |
| Kovack Advisors, Inc. | 0.04% | New | 30,900 | $713K |
| Sovran Advisors, LLC | 0.05% | Add +2.1% | 28,596 | $677K |
| Independent Wealth Network Inc. | 0.19% | Add +32.4% | 28,485 | $654K |
| PMG Family Office LLC | 0.73% | Add +83.0% | 28,457 | $653K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.9% | 27,941 | $641K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.9% | 27,693 | $636K |
| Capital Analysts, LLC | 0.02% | Add +2.6% | 26,392 | $606K |
| IFP Advisors, Inc | 0.01% | Reduce -15.3% | 26,065 | $598K |
| Morgan Stanley | 0.00% | Reduce -5.7% | 26,049 | $598K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +29.5% | 25,698 | $590K |
| Southland Equity Partners LLC | 0.11% | New | 25,325 | $581K |
| Clear Creek Financial Management, LLC | 0.04% | Add +116.4% | 24,835 | $570K |
| Adamsbrown Wealth Consultants LLC | 0.15% | Add +22.6% | 24,547 | $563K |
| Wesbanco Bank Inc. | 0.02% | Add +7.2% | 24,246 | $556K |
| Richmond Investment Services, LLC | 0.09% | Add +58.1% | 23,903 | $549K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +101.0% | 22,954 | $527K |
| FSB Premier Wealth Management, Inc. | 0.16% | Add +1.7% | 22,342 | $513K |
| Private Client Services, LLC | 0.15% | Add +16.4% | 21,409 | $491K |
| Scotia Capital Inc. | 0.00% | Reduce -1.6% | 21,404 | $491K |
| Gentry Private Wealth, LLC | 0.29% | Add +2.8% | 21,321 | $489K |
| AQR Capital Management | 0.00% | Reduce -2.3% | 21,141 | $485K |
| Aventura Private Wealth, LLC | 0.17% | Add +854.2% | 20,439 | $469K |
| Insight Advisors, LLC/ PA | 0.09% | Add +0.9% | 20,257 | $465K |
| Centaurus Financial, Inc. | 0.02% | Add +20.9% | 19,501 | $448K |
| Keating Financial Advisory Services, Inc. | 0.07% | Reduce -48.3% | 18,998 | $436K |
| Pasadena Private Wealth, LLC | 0.06% | Reduce -1.6% | 18,650 | $428K |
| Everest Financial Group LLC | 0.07% | New | 18,500 | $425K |
| Marshall Investment Management, LLC | 0.20% | Add +0.2% | 18,482 | $424K |
| Treasure Coast Financial Planning | 0.21% | Reduce -28.1% | 18,047 | $414K |
| Cary Street Partners Financial LLC | 0.01% | Add +25.1% | 18,038 | $414K |
| Thompson David Blair | 0.23% | Reduce -2.0% | 17,799 | $408K |
| Smith, Moore & Co. | 0.03% | Add +1.4% | 17,081 | $392K |
| Redmond Asset Management, LLC | 0.11% | Add +15.0% | 17,032 | $391K |
| Stephens Inc. | 0.00% | No change | 16,275 | $374K |
| StoneX Group Inc. | 0.02% | Reduce -62.6% | 16,179 | $371K |
| Advisory Advocates, LLC | 0.37% | No change | 15,800 | $363K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +56.3% | 15,697 | $360K |
| KKM Financial LLC | 0.06% | No change | 14,868 | $351K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -5.4% | 15,149 | $348K |
| Castle Rock Wealth Management, LLC | 0.07% | Reduce -1.6% | 14,866 | $344K |
| PFG Advisors | 0.02% | Reduce -7.2% | 14,849 | $341K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 14,407 | $331K |
| Channel Wealth LLC | 0.08% | Reduce -7.4% | 14,368 | $330K |
| Advyzon Investment Management, LLC | 0.03% | New | 14,249 | $327K |
| Foundations Investment Advisors, LLC | 0.00% | Add +7.5% | 14,125 | $324K |
| Insight Wealth Strategies, LLC | 0.04% | Add +1.2% | 13,920 | $319K |
| Uniting Wealth Partners, LLC | 0.07% | New | 13,722 | $315K |
| Sachetta, LLC | 0.17% | Add +2.3% | 13,617 | $313K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -44.5% | 12,965 | $298K |
| Cerity Partners LLC | 0.00% | New | 12,941 | $297K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -19.2% | 12,850 | $295K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -13.0% | 12,797 | $294K |
| Novem Group | 0.03% | Add +10.6% | 12,792 | $294K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.0% | 12,730 | $292K |
| HighTower Advisors, LLC | 0.00% | New | 12,657 | $290K |
| Clearwater Capital Advisors, LLC | 0.02% | New | 12,648 | $290K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -39.1% | 12,344 | $283K |
| Asset Allocation Strategies LLC | 0.05% | New | 12,186 | $280K |
| Ignite Planners, LLC | 0.04% | New | 12,050 | $277K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Reduce -5.6% | 12,041 | $276K |
| Barnes Wealth Management Group, Inc | 0.14% | Add +0.8% | 12,038 | $276K |
| Private Trust Co. NA | 0.02% | No change | 11,353 | $271K |
| Goldenstone Wealth Management LLC | 0.19% | New | 11,587 | $266K |
| Valley Brook Capital Group, Inc. | 0.17% | Add +0.3% | 11,266 | $259K |
| Fifth Third Bancorp | 0.00% | New | 10,839 | $249K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.0% | 10,721 | $246K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 10,350 | $238K |
| Western Wealth Management, LLC | 0.01% | New | 10,313 | $237K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.1% | 10,192 | $234K |
| Ferguson Shapiro LLC | 0.07% | Add +2.3% | 9,813 | $225K |
| Hilltop Holdings Inc. | 0.02% | Reduce -2.2% | 9,080 | $208K |
| Dunhill Financial, LLC | 0.05% | Reduce -43.3% | 8,901 | $204K |
| Global Assets Advisory, LLC | 0.06% | No change | 8,500 | $195K |
| Advisory Services Network, LLC | 0.00% | New | 6,584 | $151K |
| IMG Wealth Management, Inc. | 0.08% | Add +15.8% | 5,594 | $128K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.8% | 5,502 | $126K |
| JPMorgan Chase & Co. | 0.00% | Add +61.0% | 5,602 | $126K |
| Bullseye Investment Management, LLC | 0.06% | Add +44.6% | 4,990 | $115K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -19.2% | 4,602 | $106K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,995 | $92K |
| MAI Capital Management | 0.00% | Reduce -13.1% | 3,314 | $76K |
| Lanark Financial, Inc. | 0.00% | Add +35.4% | 2,260 | $52K |
| Bank of Montreal | 0.00% | New | 2,207 | $51K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -81.5% | 2,000 | $46K |
| Gilpin Wealth Management, LLC | 0.04% | New | 1,954 | $45K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 1,500 | $34K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -8.9% | 1,460 | $34K |
| Rossby Financial, LCC | 0.01% | New | 1,273 | $29K |
| Ascentis Independent Advisors | 0.00% | New | 1,129 | $26K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 1,050 | $24K |
| Sound Income Strategies, LLC | 0.00% | No change | 882 | $20K |
| Benson Wealth Management INC | 0.03% | Reduce -86.6% | 884 | $20K |
| Smartleaf Asset Management LLC | 0.00% | New | 755 | $17K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 734 | $17K |
| UBS Group AG | 0.00% | New | 597 | $14K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Reduce -8.3% | 550 | $13K |
| GAMMA Investing LLC | 0.00% | Reduce -38.8% | 559 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -74.4% | 518 | $12K |
| Assetmark, Inc. | 0.00% | New | 515 | $12K |
| Investors Portfolio Services LLC | 0.01% | Reduce -24.5% | 246 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 200 | $5K |
| CX Institutional | 0.00% | Add +1.6% | 123 | $3K |
| Mosley Wealth Management | 0.00% | New | 87 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 29 | $666 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 18 | $413 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $322 |
"% 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.