Fthi/First Trust Exchange-TRFTHIETF
13F holders, Q2 2026 (June 30)225holders +9
23new positions
15sold out
2famous investors
$23.85avg. 13F price*
At the end of Q2 2026, 225 institutions reported holding Fthi/First Trust Exchange-TR (FTHI) in their 13F filings, up 9 from Q1 2026. 23 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($264.1M), Wells Fargo & Company ($181.7M) and Raymond James Financial Inc. ($105.4M). 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 2026)
- CUSIP
- 33738R308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $12.3M |
| Exits | 15 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 8,100,836 shares bought and 581,279 shares sold, net +7,519,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| LPL Financial LLC | 0.06% | Add +14.9% | 11,072,185 | $264.1M |
| Wells Fargo & Company | 0.03% | Add +11.1% | 7,618,216 | $181.7M |
| Raymond James Financial Inc. | 0.03% | Add +13.2% | 4,419,943 | $105.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.1% | 3,862,199 | $92.1M |
| Ameriprise Financial Inc. | 0.02% | Add +66.1% | 3,325,004 | $79.3M |
| D.A. Davidson & Co. | 0.41% | Add +3.8% | 3,126,282 | $74.6M |
| Royal Bank of Canada | 0.01% | Add +10.8% | 2,801,431 | $66.8M |
| Ergawealth Advisors, Inc. | 24.54% | Add +11.9% | 2,649,267 | $63.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +4.5% | 1,981,125 | $47.2M |
| Cetera Investment Advisers | 0.04% | Add +6.0% | 1,925,998 | $45.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +10.6% | 750,989 | $17.9M |
| Two Sigma Investments, LP | 0.01% | Add +35.3% | 707,200 | $16.9M |
| Stifel Financial Corp. | 0.01% | Add +0.8% | 597,670 | $14.3M |
| Osaic Holdings, Inc. | 0.02% | Add +28.2% | 556,384 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.2% | 533,809 | $12.7M |
| Baird Financial Group, Inc. | 0.02% | Add +65.2% | 482,564 | $11.5M |
| Advisor OS, LLC | 0.70% | Add +7.0% | 440,389 | $10.5M |
| MJP Associates Inc. | 1.14% | Add +7.1% | 438,628 | $10.5M |
| Sun Financial Inc | 4.78% | Add +5.2% | 422,859 | $10.1M |
| HUB Investment Partners, LLC | 0.18% | Add +1.6% | 412,413 | $9.8M |
| Snowden Capital Advisors LLC | 0.23% | Add +3.9% | 409,600 | $9.8M |
| SHP Wealth Management | 0.66% | Add +7.5% | 402,531 | $9.6M |
| Arq Wealth Advisors, LLC | 1.01% | Add +56.2% | 341,988 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.7% | 314,224 | $7.5M |
| CreativeOne Wealth, LLC | 0.16% | Reduce -0.1% | 311,223 | $7.4M |
| Ameritas Advisory Services, LLC | 0.15% | Add +652.0% | 303,003 | $7.2M |
| Arax Advisory Partners | 0.05% | Add +31.1% | 293,695 | $7.0M |
| Truist Financial Corp. | 0.01% | Add +25.3% | 285,468 | $6.8M |
| Equitable Holdings, Inc. | 0.04% | Add +19.5% | 273,877 | $6.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.4% | 270,393 | $6.4M |
| Cooper Financial Group | 0.51% | Reduce -13.3% | 258,359 | $6.2M |
| Archer Investment Corp | 1.17% | Add +9.0% | 256,019 | $6.1M |
| RiverTree Advisors, LLC | 3.57% | Add +19.8% | 253,238 | $6.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.0% | 244,991 | $5.8M |
| MML Investors Services, LLC | 0.01% | Add +54.3% | 231,315 | $5.5M |
| HBW Advisory Services LLC | 0.49% | Add +3.4% | 226,905 | $5.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +44.6% | 221,026 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.5% | 219,137 | $5.2M |
| Chicago Partners Investment Group LLC | 0.10% | Add +12.4% | 214,232 | $5.1M |
| Foresight Capital Management Advisors, Inc. | 2.46% | New | 211,875 | $5.1M |
| Elevation Wealth Partners, LLC | 1.48% | Add +0.2% | 206,649 | $4.9M |
| Independent Financial Group, LLC | 0.09% | Add +234.3% | 194,932 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +6.6% | 189,146 | $4.5M |
| RFG Advisory, LLC | 0.07% | Add +64.0% | 188,692 | $4.5M |
| Perennial Investment Advisors, LLC | 0.28% | Add +7.5% | 177,809 | $4.2M |
| Mutual Advisors, LLC | 0.08% | Reduce -7.0% | 173,534 | $4.1M |
| First Trust Advisors LP | 0.00% | Add +5.8% | 173,020 | $4.1M |
| Harbour Investments, Inc. | 0.05% | Add +6.9% | 169,192 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +14.4% | 165,981 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +28.4% | 163,360 | $3.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.6% | 144,902 | $3.5M |
| Prospera Financial Services Inc | 0.05% | Reduce -12.8% | 143,199 | $3.4M |
| &partners | 0.01% | Reduce -7.3% | 143,090 | $3.4M |
| Legacy Wealth Managment, LLC | 1.36% | Add +95.6% | 137,965 | $3.3M |
| US Bancorp \de | 0.00% | Add +18.9% | 127,503 | $3.0M |
| Merkkuri Wealth Advisors LLC | 1.87% | Reduce -15.3% | 126,660 | $3.0M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +1.6% | 124,634 | $3.0M |
| IHT Wealth Management, LLC | 0.06% | Reduce -0.0% | 117,586 | $2.8M |
| Arwa LLC | 1.16% | Add +55.2% | 117,013 | $2.8M |
| Geneos Wealth Management Inc. | 0.06% | Add +15.2% | 116,025 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +63.0% | 111,500 | $2.7M |
| Goldstone Financial Group, LLC | 0.24% | Reduce -1.7% | 110,177 | $2.6M |
| Avior Wealth Management, LLC | 0.07% | Add +9.5% | 109,429 | $2.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +31.3% | 108,088 | $2.6M |
| Mission Financial Group, LLC | 2.07% | — | 104,577 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +55.0% | 102,951 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | No change | 96,385 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +20.9% | 92,823 | $2.2M |
| Sequent Planning LLC | 0.47% | Reduce -15.5% | 91,757 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.64% | Add +1.8% | 90,720 | $2.2M |
| Brookstone Capital Management | 0.02% | Add +5.9% | 85,472 | $2.0M |
| Davidson Trust Co. | 0.77% | Reduce -3.1% | 82,671 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +43.7% | 73,114 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +13.1% | 72,373 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +16.1% | 69,901 | $1.7M |
| Fermata Advisors, LLC | 0.34% | Add +3.3% | 69,541 | $1.7M |
| Triumph Capital Management | 0.29% | Add +5.3% | 67,475 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +9.4% | 67,316 | $1.6M |
| Anchor Capital Management Group Inc | 1.10% | No change | 67,000 | $1.6M |
| LVZ, Inc. | 0.16% | Add +4.3% | 66,922 | $1.6M |
| CoreCap Advisors, LLC | 0.04% | Reduce -4.3% | 63,195 | $1.5M |
| Principal Securities, Inc. | 0.02% | Reduce -33.9% | 62,967 | $1.5M |
| Stephens Inc. | 0.02% | Add +281.6% | 62,114 | $1.5M |
| Regal Investment Advisors LLC | 0.08% | Add +3.0% | 61,010 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +14.1% | 60,324 | $1.4M |
| Balboa Wealth Partners | 0.19% | Add +0.5% | 59,607 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 0.74% | Reduce -0.4% | 52,115 | $1.3M |
| Quad-Cities Investment Group, LLC | 0.46% | Add +3.3% | 53,434 | $1.3M |
| Summit Financial, LLC | 0.01% | Add +7.9% | 53,178 | $1.3M |
| International Assets Investment Management, LLC | 0.07% | Add +14.4% | 52,842 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | Add +23.0% | 50,922 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +17.6% | 49,661 | $1.2M |
| Signature Equity Partners, LLC | 0.53% | Add +1.9% | 48,657 | $1.2M |
| Accel Wealth Management | 0.25% | Reduce -1.7% | 47,001 | $1.1M |
| Elevation Wealth Management LLC | 0.81% | Add +0.0% | 45,579 | $1.1M |
| World Investment Advisors | 0.02% | Add +28.1% | 45,359 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | Add +46.7% | 45,325 | $1.1M |
| Uniting Wealth Partners, LLC | 0.21% | Add +219.6% | 43,857 | $1.0M |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -30.5% | 42,030 | $1.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +13.4% | 41,531 | $991K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +26.8% | 40,811 | $973K |
| Aventura Private Wealth, LLC | 0.29% | Add +96.2% | 40,098 | $956K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.6% | 39,189 | $935K |
| Ameriflex Group, Inc. | 0.38% | Add +0.5% | 39,094 | $932K |
| Marshall Investment Management, LLC | 0.38% | Add +107.0% | 38,259 | $912K |
| Golden State Wealth Management, LLC | 0.08% | Add +7.7% | 37,388 | $892K |
| GTS Securities LLC | 0.02% | New | 37,156 | $886K |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.5% | 36,571 | $872K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 36,353 | $867K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 36,353 | $867K |
| Southland Equity Partners LLC | 0.15% | Add +43.0% | 36,210 | $864K |
| Puff Wealth Management, LLC | 0.87% | — | 35,852 | $855K |
| Alessandra Capital Management, LLC | 0.58% | Add +2.7% | 34,125 | $814K |
| HRT Financial LP | 0.00% | New | 32,484 | $774K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.7% | 31,273 | $746K |
| PMG Family Office LLC | 0.68% | Add +7.9% | 30,713 | $733K |
| Wesbanco Bank Inc. | 0.02% | Add +23.9% | 30,039 | $716K |
| Capital Analysts, LLC | 0.02% | Add +7.5% | 28,384 | $677K |
| IFP Advisors, Inc | 0.01% | Add +8.1% | 28,171 | $672K |
| Goldenstone Wealth Management LLC | 0.43% | Add +136.7% | 27,430 | $654K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.3% | 27,334 | $652K |
| Independent Wealth Network Inc. | 0.17% | Reduce -4.0% | 27,330 | $652K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +10.7% | 27,180 | $648K |
| Core Wealth Partners LLC | 0.28% | Reduce -20.8% | 27,178 | $648K |
| Private Client Services, LLC | 0.17% | Add +24.7% | 26,704 | $637K |
| Level Four Advisory Services, LLC | 0.02% | Add +102.2% | 25,985 | $620K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -40.8% | 25,503 | $608K |
| Sovran Advisors, LLC | 0.04% | Reduce -11.1% | 25,412 | $599K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -2.1% | 24,308 | $580K |
| Citadel Advisors | 0.00% | Reduce -43.8% | 24,265 | $579K |
| KKM Financial LLC | 0.08% | Add +58.7% | 23,597 | $563K |
| Scotia Capital Inc. | 0.00% | Add +10.1% | 23,575 | $562K |
| AQR Capital Management | 0.00% | Add +9.4% | 23,120 | $551K |
| Novem Group | 0.06% | Add +80.2% | 23,050 | $550K |
| FSB Premier Wealth Management, Inc. | 0.15% | Add +1.6% | 22,711 | $542K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -12.8% | 22,398 | $534K |
| Bank of Montreal | 0.00% | Add +893.9% | 21,935 | $523K |
| Scarborough Advisors, LLC | 0.06% | New | 21,543 | $512K |
| Morgan Stanley | 0.00% | Reduce -17.9% | 21,372 | $510K |
| Cary Street Partners Financial LLC | 0.01% | Add +18.2% | 21,317 | $508K |
| Main Line Retirement Advisors, LLC | 0.23% | Reduce -50.0% | 20,900 | $498K |
| Insight Advisors, LLC/ PA | 0.09% | Add +0.9% | 20,440 | $488K |
| Centaurus Financial, Inc. | 0.02% | Add +3.7% | 20,214 | $482K |
| IFG Advisory, LLC | 0.02% | New | 20,169 | $481K |
| Langley Wealth Management, LLC | 0.47% | — | 20,086 | $479K |
| Gentry Private Wealth, LLC | 0.24% | Reduce -9.1% | 19,373 | $462K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +49.3% | 19,007 | $453K |
| Pasadena Private Wealth, LLC | 0.06% | No change | 18,650 | $445K |
| Everest Financial Group LLC | 0.06% | No change | 18,500 | $441K |
| Old Mission Capital LLC | 0.01% | New | 18,478 | $441K |
| Asset Allocation Strategies LLC | 0.07% | Add +51.6% | 18,477 | $441K |
| Advyzon Investment Management, LLC | 0.03% | Add +26.6% | 18,046 | $430K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +17.6% | 17,821 | $425K |
| Keating Financial Advisory Services, Inc. | 0.06% | Reduce -6.3% | 17,796 | $424K |
| Smith, Moore & Co. | 0.03% | Add +1.9% | 17,414 | $415K |
| Redmond Asset Management, LLC | 0.10% | Reduce -0.3% | 16,989 | $405K |
| Advisory Advocates, LLC | 0.34% | Add +6.3% | 16,800 | $401K |
| Treasure Coast Financial Planning | 0.19% | Reduce -7.2% | 16,754 | $400K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -87.5% | 16,642 | $397K |
| StoneX Group Inc. | 0.02% | No change | 16,179 | $386K |
| Thompson David Blair | 0.18% | Reduce -14.5% | 15,214 | $363K |
| Sachetta, LLC | 0.17% | Add +6.8% | 14,544 | $347K |
| Insight Wealth Strategies, LLC | 0.03% | Add +1.2% | 14,083 | $334K |
| Castle Rock Wealth Management, LLC | 0.07% | Reduce -5.5% | 14,050 | $333K |
| Van Diest Capital, LLC | 0.29% | New | 13,582 | $324K |
| PCG Wealth Advisors, LLC | 0.07% | New | 13,360 | $319K |
| Channel Wealth LLC | 0.07% | Reduce -8.5% | 13,142 | $313K |
| HighTower Advisors, LLC | 0.00% | Add +3.8% | 13,137 | $313K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -7.2% | 13,107 | $313K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -44.8% | 12,662 | $302K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Add +4.6% | 12,593 | $300K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.9% | 12,233 | $292K |
| Ignite Planners, LLC | 0.04% | No change | 12,050 | $287K |
| Cerity Partners LLC | 0.00% | Reduce -7.1% | 12,023 | $287K |
| Richmond Investment Services, LLC | 0.09% | Reduce -50.0% | 11,952 | $285K |
| Barnes Wealth Management Group, Inc | 0.13% | Reduce -1.6% | 11,848 | $283K |
| PFG Advisors | 0.01% | Reduce -21.4% | 11,664 | $278K |
| Private Trust Co. NA | 0.02% | No change | 11,353 | $271K |
| Valley Brook Capital Group, Inc. | 0.15% | Add +0.3% | 11,295 | $269K |
| TrueWealth Advisors, LLC | 0.06% | New | 11,136 | $266K |
| PFG Investments, LLC | 0.01% | New | 11,088 | $264K |
| Western Wealth Management, LLC | 0.01% | Add +6.2% | 10,951 | $261K |
| IMG Wealth Management, Inc. | 0.15% | Add +95.4% | 10,932 | $261K |
| Waverly Advisors, LLC | 0.00% | Add +4.3% | 10,794 | $257K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.6% | 10,786 | $257K |
| Aurora Private Wealth, Inc. | 0.16% | New | 10,576 | $252K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -17.5% | 10,435 | $249K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +2.3% | 10,427 | $249K |
| Total Clarity Wealth Management, Inc. | 0.05% | New | 10,241 | $244K |
| Ferguson Shapiro LLC | 0.07% | Add +2.2% | 10,027 | $239K |
| BlueChip Wealth Advisors LLC | 0.09% | New | 10,000 | $239K |
| Keystone Financial Group | 0.01% | New | 9,090 | $217K |
| Hilltop Holdings Inc. | 0.02% | No change | 9,080 | $217K |
| Rooted Wealth Advisors, Inc. | 0.05% | New | 8,443 | $201K |
| Dunhill Financial, LLC | 0.03% | Reduce -20.2% | 7,102 | $169K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.5% | 6,025 | $144K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +2550.0% | 5,300 | $126K |
| Bullseye Investment Management, LLC | 0.06% | No change | 4,990 | $119K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,602 | $110K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.2% | 4,416 | $105K |
| Global Retirement Partners, LLC | 0.00% | — | 4,205 | $100K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +2.1% | 4,079 | $97K |
| Fifth Third Bancorp | 0.00% | Reduce -71.3% | 3,112 | $74K |
| Lanark Financial, Inc. | 0.00% | Add +32.6% | 2,996 | $71K |
| Gilpin Wealth Management, LLC | 0.05% | Add +47.3% | 2,879 | $69K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 2,699 | $64K |
| Navigoe, LLC | 0.02% | New | 1,779 | $42K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.5% | 1,365 | $33K |
| Ascentis Independent Advisors | 0.07% | No change | 1,129 | $27K |
| Benson Wealth Management INC | 0.02% | No change | 884 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 755 | $18K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 750 | $18K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 734 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 559 | $13K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 550 | $13K |
| Assetmark, Inc. | 0.00% | Add +1.6% | 523 | $12K |
| Highland Investment Advisors LLC | 0.00% | — | 403 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 404 | $9K |
| GoalVest Advisory LLC | 0.00% | New | 388 | $9K |
| Investors Portfolio Services LLC | 0.00% | Add +5.7% | 260 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 120 | $3K |
| UBS Group AG | 0.00% | Reduce -84.8% | 91 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 29 | $692 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $334 |
| Russell Investments Group, Ltd. | 0.00% | New | 10 | $249 |
"% 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.