# FIRST TR EXCHANGE-TRADED FD (FTDS)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FTDS/

- Reporting holders: 39
- Reported value: $19.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $9.2M | 150,270 | 0.0% | 31 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.5M | 24,554 | 0.0% | 14 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.5M | 24,299 | 0.0% | 1 |
| [Medallion Wealth Advisors, LLC](https://holderbook.com/funds/2131139-medallion-wealth-advisors-llc/) | $756.6K | 25,774 | 0.2% | 7 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $679.8K | 11,079 | 0.0% | 8 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $654.8K | 10,672 | 0.0% | 35 |
| [TCFG Investment Advisors, LLC](https://holderbook.com/funds/2121836-tcfg-investment-advisors-llc/) | $542.7K | 8,845 | 0.2% | 2 |
| [CreativeOne Wealth, LLC](https://holderbook.com/funds/1739728-creativeone-wealth-llc/) | $440.8K | 7,185 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $401.7K | 6,547 | 0.0% | 31 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $364.2K | 5,936 | 0.0% | 2 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $327.7K | 5,341 | 0.0% | 4 |
| [D.A. DAVIDSON & CO.](https://holderbook.com/funds/1080107-d-a-davidson-co/) | $302.7K | 4,934 | 0.0% | 2 |
| [PFG Investments, LLC](https://holderbook.com/funds/1973224-pfg-investments-llc/) | $294.5K | 4,800 | 0.0% | 3 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $275.0K | 4,479 | 0.0% | 3 |
| [CALTON & ASSOCIATES, INC.](https://holderbook.com/funds/822648-calton-associates-inc/) | $269.8K | 4,397 | 0.0% | 1 |
| [Key Client Fiduciary Advisors, LLC](https://holderbook.com/funds/1912612-key-client-fiduciary-advisors-llc/) | $256.5K | 4,181 | 0.1% | 3 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $238.5K | 3,887 | 0.0% | 3 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $227.0K | 3,692 | 0.0% | 2 |
| [Pinnacle Financial Partners, Inc.](https://holderbook.com/funds/2082866-pinnacle-financial-partners-inc/) | $202.9K | 3,307 | 0.0% | 1 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $191.4K | 3,118 | 0.0% | 4 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $184.1K | 3,000 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $150.6K | 2,454 | 0.0% | 26 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $137.4K | 2,240 | 0.0% | 21 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $137.0K | 2,227 | 0.0% | 5 |
| [IFG Advisory, LLC](https://holderbook.com/funds/1728319-ifg-advisory-llc/) | $124.3K | 2,026 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 39 | $19.9M |
| Q1 2026 | 33 | $16.8M |
| Q4 2025 | 29 | $15.9M |
| Q3 2025 | 23 | $12.5M |
| Q2 2025 | 22 | $14.1M |
| Q1 2025 | 22 | $14.6M |
| Q4 2024 | 22 | $14.6M |
| Q3 2024 | 19 | $12.5M |
| Q2 2024 | 18 | $11.9M |
| Q1 2024 | 15 | $14.4M |
| Q4 2023 | 15 | $12.3M |
| Q3 2023 | 17 | $11.8M |