FIRST TR EXCHANGE TRADED FD (FIW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
305
Reporting holders
$906.8M
Reported value
0.2%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $109.6M | 1,001,039 | 0.01% | 35q | -0.6%-$696.0K |
| LPL Financial LLC | $100.2M | 914,506 | 0.02% | 31q | -3.6%-$3.8M |
| BANK OF AMERICA CORP /DE/ | $57.9M | 528,797 | 0.00% | 31q | +3.3%+$1.8M |
| WELLS FARGO & COMPANY/MN | $34.7M | 316,764 | 0.01% | 31q | -48.7%-$32.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $33.9M | 309,460 | 0.04% | 31q | +5.3%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $30.8M | 281,084 | 0.01% | 7q | +4.0%+$1.2M |
| STIFEL FINANCIAL CORP | $25.5M | 232,525 | 0.02% | 31q | +14.9%+$3.3M |
| ENVESTNET ASSET MANAGEMENT INC | $23.9M | 218,425 | 0.01% | 31q | -3.4%-$843.3K |
| UBS Group AG | $23.7M | 216,365 | 0.00% | 31q | -3.6%-$888.4K |
| Cetera Investment Advisers | $22.9M | 209,521 | 0.02% | 23q | +7.9%+$1.7M |
| ROYAL BANK OF CANADA | $22.0M | 201,240 | 0.00% | 31q | +16.8%+$3.2M |
| 1832 Asset Management L.P. | $19.5M | 177,700 | 0.01% | 18q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $17.8M | 162,472 | 0.20% | 8q | +15.0%+$2.3M |
| AMERIPRISE FINANCIAL INC | $17.6M | 161,170 | 0.00% | 31q | -58.9%-$25.3M |
| Ameritas Advisory Services, LLC | $17.3M | 157,875 | 0.35% | 19q | +42.4%+$5.2M |
| OSAIC HOLDINGS, INC. | $13.0M | 118,540 | 0.02% | 26q | +5.1%+$630.6K |
| Clearwater Capital Advisors, LLC | $12.6M | 114,751 | 0.92% | 30q | +1.6%+$196.5K |
| Evelyn Partners Group Ltd | $12.4M | 188,228 | 0.03% | new | FIRST |
| BNP PARIBAS FINANCIAL MARKETS | $11.0M | 100,000 | 0.00% | 2q | +100.0%+$5.5M |
| TRUIST FINANCIAL CORP | $8.9M | 81,637 | 0.01% | 27q | -7.0%-$669.7K |
| Arax Advisory Partners | $7.5M | 68,509 | 0.05% | 3q | +1.2%+$86.2K |
| US BANCORP \DE\ | $7.3M | 66,250 | 0.01% | 31q | +1.0%+$69.8K |
| Kestra Advisory Services, LLC | $7.2M | 65,594 | 0.02% | 24q | -12.6%-$1.0M |
| Mainsail Financial Group, LLC | $7.1M | 64,382 | 2.40% | 15q | +20.1%+$1.2M |
| Wealthcare Advisory Partners LLC | $7.0M | 64,351 | 0.13% | 17q | +16.3%+$989.7K |
| Private Advisor Group, LLC | $5.9M | 53,737 | 0.03% | 31q | -9.2%-$593.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $5.6M | 51,543 | 0.12% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.5M | 50,333 | 0.00% | 25q | +17.1%+$806.8K |
| BIP Wealth, LLC | $5.4M | 49,264 | 0.15% | 3q | +56.1%+$1.9M |
| HighPoint Advisor Group LLC | $5.2M | 47,141 | 0.18% | 3q | +1.0%+$53.0K |
| Modern Wealth Management, LLC | $5.0M | 45,968 | 0.06% | 5q | -12.3%-$708.3K |
| MML INVESTORS SERVICES, LLC | $5.0M | 45,827 | 0.01% | 31q | +25.2%+$1.0M |
| Sigma Planning Corp | $5.0M | 45,720 | 0.13% | 31q | +2.6%+$125.0K |
| ARKANSAS FINANCIAL GROUP, INC. | $4.9M | 44,810 | 0.64% | 10q | -2.2%-$110.0K |
| Prism Advisors, Inc. | $4.9M | 44,480 | 1.18% | 26q | -3.0%-$149.5K |
| Chicago Partners Investment Group LLC | $4.7M | 43,869 | 0.09% | 31q | -9.0%-$464.0K |
| NATIONAL BANK OF CANADA /FI/ | $4.5M | 40,866 | 0.00% | 19q | -2.0%-$93.6K |
| BENJAMIN EDWARDS INC | $4.3M | 39,268 | 0.04% | 8q | +13.9%+$525.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 28,045 | 0.00% | 31q | -63.9%-$7.4M |
| Prospera Financial Services Inc | $3.9M | 35,728 | 0.06% | 18q | +55.7%+$1.4M |
| Raab & Moskowitz Asset Management LLC | $3.6M | 33,010 | 0.73% | 21q | +2.5%+$87.0K |
| GOLDMAN SACHS GROUP INC | $3.6M | 32,705 | 0.00% | 13q | +303.3%+$2.7M |
| FIFTH THIRD BANCORP | $3.4M | 31,213 | 0.01% | 24q | +3.4%+$111.4K |
| Integrated Wealth Concepts LLC | $3.4M | 30,674 | 0.02% | 19q | -18.2%-$745.8K |
| Waverly Advisors, LLC | $3.2M | 28,814 | 0.02% | 10q | +7.2%+$212.6K |
| SACKS & ASSOCIATES, LLC | $3.0M | 27,204 | 2.00% | 3q | +2.1%+$61.2K |
| WILLIAM JOHN SEMPOLINSKI | $2.9M | 26,594 | 1.18% | new | FIRST |
| HighTower Advisors, LLC | $2.7M | 24,633 | 0.00% | 19q | -24.1%-$858.6K |
| OPPENHEIMER & CO INC | $2.6M | 23,965 | 0.03% | 31q | +45.8%+$823.9K |
| Farrow Financial, Inc. | $2.5M | 23,072 | 1.35% | 10q | HELD |
| JPMORGAN CHASE & CO | $2.5M | 23,206 | 0.00% | 31q | +4.5%+$108.4K |
| Sanctuary Advisors, LLC | $2.5M | 22,920 | 0.01% | 9q | +6.2%+$146.6K |
| Focus Partners Wealth | $2.4M | 22,359 | 0.00% | 7q | -0.8%-$18.7K |
| Equitable Holdings, Inc. | $2.4M | 22,277 | 0.01% | 20q | +19.0%+$390.3K |
| ARTHUR M. COHEN & ASSOCIATES, LLC | $2.4M | 22,267 | 0.38% | 24q | -1.3%-$31.0K |
| Cornerstone Wealth Management, LLC | $2.2M | 20,428 | 0.10% | 30q | +6.0%+$127.2K |
| RFG - Bristol Wealth Advisors, LLC | $2.2M | 20,129 | 0.53% | 7q | -15.4%-$400.9K |
| BANK OF MONTREAL /CAN/ | $2.2M | 19,894 | 0.00% | 25q | -53.9%-$2.5M |
| Beacon Pointe Advisors, LLC | $2.1M | 19,450 | 0.01% | 4q | +146.4%+$1.3M |
| Global Retirement Partners, LLC | $2.0M | 18,312 | 0.03% | 16q | +1.2%+$22.9K |
| Eagle Strategies LLC | $2.0M | 18,250 | 0.20% | 9q | -3.9%-$81.5K |
| Bison Wealth, LLC | $2.0M | 18,086 | 0.18% | 6q | -2.4%-$49.2K |
| Vestmark Advisory Solutions, Inc. | $2.0M | 18,039 | 0.02% | 2q | -47.8%-$1.8M |
| Fiduciary Trust Co | $2.0M | 17,979 | 0.02% | 19q | -1.4%-$27.4K |
| Fifth Third Securities, Inc. | $2.0M | 17,913 | 0.11% | 3q | +8.4%+$152.1K |
| COZAD ASSET MANAGEMENT INC | $1.9M | 17,633 | 0.12% | 15q | +1.4%+$26.7K |
| MAI Capital Management | $1.9M | 17,335 | 0.01% | 7q | +1384.2%+$1.8M |
| Stonebridge Financial Planning Group, LLC | $1.9M | 17,067 | 0.60% | 27q | -3.9%-$76.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 16,666 | 0.00% | 2q | +36.3%+$486.3K |
| LeClair Wealth Partners LLC | $1.8M | 16,360 | 0.93% | new | NEW |
| SIMON QUICK ADVISORS, LLC | $1.8M | 16,070 | 0.07% | 5q | HELD |
| Financial Enhancement Group LLC | $1.7M | 15,901 | 0.21% | 31q | -1.6%-$28.6K |
| Steward Partners Investment Advisory, LLC | $1.7M | 15,797 | 0.01% | 29q | -63.8%-$3.0M |
| Davis Investment Partners, LLC | $1.7M | 15,573 | 0.52% | 15q | HELD |
| Cornerstone Management, Inc. | $1.7M | 15,223 | 0.24% | 6q | HELD |
| CORRADO ADVISORS, LLC | $1.7M | 15,140 | 0.76% | 18q | +2.1%+$34.1K |
| CIBC WORLD MARKET INC. | $1.6M | 14,922 | 0.00% | 15q | +2.7%+$43.6K |
| Prime Capital Investment Advisors, LLC | $1.6M | 14,450 | 0.02% | 13q | -1.8%-$29.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.6M | 14,593 | 0.09% | 7q | +3.7%+$56.2K |
| Acorn Wealth Advisors, LLC | $1.6M | 14,181 | 0.38% | 31q | +2.8%+$42.9K |
| Ipsen Advisor Group LLC | $1.5M | 13,631 | 0.96% | 7q | +10.6%+$142.9K |
| D.A. DAVIDSON & CO. | $1.5M | 13,510 | 0.01% | 28q | -7.2%-$115.0K |
| BLVD Private Wealth, LLC | $1.5M | 13,476 | 1.10% | 2q | +7.6%+$104.4K |
| Summit Financial, LLC | $1.5M | 13,271 | 0.02% | 19q | -6.2%-$95.4K |
| Mariner, LLC | $1.4M | 12,793 | 0.00% | 19q | +2.5%+$34.6K |
| NewEdge Advisors, LLC | $1.4M | 12,670 | 0.00% | 17q | +2.2%+$29.9K |
| Morey & Quinn Wealth Partners, LLC | $1.4M | 12,352 | 0.87% | 7q | HELD |
| Sound Income Strategies, LLC | $1.3M | 12,148 | 0.06% | 3q | -2.5%-$34.2K |
| FMR LLC | $1.3M | 12,013 | 0.00% | 23q | +2.8%+$35.6K |
| Golden State Wealth Management, LLC | $1.3M | 11,588 | 0.12% | 7q | +3762.7%+$1.2M |
| Sage Capital Management, LLC | $1.2M | 11,361 | 0.49% | 11q | -2.1%-$26.3K |
| Moors & Cabot, Inc. | $1.2M | 11,352 | 0.05% | 19q | -16.5%-$245.8K |
| Modera Wealth Management, LLC | $1.2M | 11,142 | 0.01% | 13q | -1.7%-$21.7K |
| Stratos Wealth Partners, LTD. | $1.2M | 11,003 | 0.01% | 31q | +3.4%+$39.1K |
| PFG Advisors | $1.2M | 11,001 | 0.06% | 21q | -3.0%-$37.0K |
| Western Wealth Management, LLC | $1.2M | 10,795 | 0.04% | 29q | +0.7%+$8.5K |
| ARQ WEALTH ADVISORS, LLC | $1.1M | 10,748 | 0.14% | 11q | +20.9%+$197.5K |
| HARBOUR INVESTMENTS, INC. | $1.1M | 10,334 | 0.02% | 21q | -4.0%-$47.0K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $1.1M | 10,170 | 0.01% | 31q | -1.7%-$19.2K |
| Rockefeller Capital Management L.P. | $1.1M | 10,021 | 0.00% | 4q | -43.1%-$831.7K |
Showing the largest 100 of 320 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 305 | $906.8M | 8,338,351 | 30 | 98 | 91 | 0.2% |
| Q1 2026 | 294 | $886.7M | 8,564,980 | 16 | 104 | 88 | 0.2% |
| Q4 2025 | 298 | $902.1M | 8,261,372 | 31 | 94 | 73 | 0.4% |
| Q3 2025 | 283 | $881.2M | 7,890,680 | 26 | 97 | 79 | 0.1% |
| Q2 2025 | 277 | $863.5M | 8,015,828 | 24 | 88 | 89 | 0.1% |
| Q1 2025 | 277 | $775.1M | 7,695,471 | 24 | 86 | 85 | 0.1% |
| Q4 2024 | 274 | $790.7M | 7,731,981 | 21 | 93 | 64 | 0.2% |
| Q3 2024 | 264 | $820.8M | 7,497,950 | 32 | 86 | 68 | 0.2% |
| Q2 2024 | 248 | $704.4M | 7,032,026 | 21 | 93 | 63 | 0.1% |
| Q1 2024 | 243 | $913.0M | 8,932,465 | 24 | 83 | 62 | 0.1% |
| Q4 2023 | 235 | $734.9M | 7,756,087 | 24 | 61 | 73 | 0.1% |
| Q3 2023 | 213 | $551.2M | 6,655,145 | 12 | 87 | 55 | 0.1% |
| Q2 2023 | 212 | $578.5M | 6,521,493 | 23 | 81 | 48 | 0.1% |
| Q1 2023 | 196 | $509.2M | 6,097,151 | 15 | 65 | 57 | 0.2% |
| Q4 2022 | 194 | $485.8M | 6,114,905 | 23 | 44 | 62 | 0.1% |
| Q3 2022 | 224 | $527.5M | 7,331,923 | 21 | 73 | 64 | 0.1% |
| Q2 2022 | 212 | $509.7M | 7,057,380 | 17 | 66 | 67 | 0.1% |
| Q1 2022 | 225 | $631.8M | 7,506,798 | 31 | 88 | 49 | 0.0% |
| Q4 2021 | 235 | $755.3M | 7,999,525 | 46 | 87 | 32 | 0.0% |
| Q3 2021 | 180 | $609.0M | 7,333,827 | 30 | 78 | 26 | 0.2% |
| Q2 2021 | 165 | $476.7M | 5,788,588 | 32 | 76 | 15 | 0.0% |
| Q1 2021 | 139 | $372.7M | 4,880,501 | 21 | 56 | 22 | 0.0% |
| Q4 2020 | 124 | $318.8M | 4,402,556 | 18 | 44 | 23 | 0.4% |
| Q3 2020 | 108 | $232.8M | 3,843,086 | 14 | 29 | 28 | 0.1% |
| Q2 2020 | 100 | $210.5M | 3,762,729 | 9 | 26 | 33 | 0.3% |
| Q1 2020 | 109 | $200.8M | 4,217,471 | 16 | 33 | 27 | 0.1% |
| Q4 2019 | 108 | $240.0M | 3,998,476 | 10 | 39 | 14 | 0.1% |
| Q3 2019 | 96 | $212.0M | 3,755,060 | 12 | 33 | 13 | 0.6% |
| Q2 2019 | 93 | $165.1M | 2,961,787 | 11 | 29 | 15 | 1.7% |
| Q1 2019 | 89 | $130.3M | 2,491,234 | 13 | 28 | 17 | 1.7% |
| Q4 2018 | 85 | $106.5M | 2,403,000 | 1 | 3 | 2 | 0.8% |