HolderBook

FIRST TR EXCHANGE TRADED FD (FTHF)

Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.

24
Reporting holders
$51.7M
Reported value
0.0%
Held as options
+7
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

FilerValueShares Their book Held Change
LPL Financial LLC$17.9M359,1140.00%3q+10.6%+$1.7M
JANE STREET GROUP, LLC$7.7M153,9300.00%3q+121.6%+$4.2M
MARSHALL INVESTMENT MANAGEMENT, LLC$5.1M103,0322.13%2q-4.7%-$253.8K
Treasure Coast Financial Planning$3.4M69,1871.68%4q+7.8%+$248.6K
MGO ONE SEVEN LLC$3.1M62,4010.05%3q-7.0%-$232.8K
KRAEMATON INVESTMENT ADVISORS, INC$1.8M35,6701.32%2q+68.0%+$718.7K
Summit Financial, LLC$1.5M29,8150.02%2q+10.5%+$141.2K
RAYMOND JAMES FINANCIAL INC$1.4M28,7820.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M25,2910.00%11q-38.0%-$771.6K
Keating Financial Advisory Services, Inc.$1.1M22,6000.15%2q-17.8%-$243.3K
Cetera Investment Advisers$1.1M21,9890.00%3q+71.7%+$457.0K
ENVESTNET ASSET MANAGEMENT INC$1.0M20,7830.00%3q+93.1%+$498.7K
Bensler, LLC$975.7K19,5990.09%newNEW
CITADEL ADVISORS LLC$972.4K19,5340.00%2q-84.5%-$5.3M
Western Wealth Management, LLC$754.6K15,1580.02%2q+20.3%+$127.5K
BROWN ADVISORY INC$662.3K13,3040.00%2q+33.5%+$166.1K
Merit Financial Group, LLC$559.0K11,2280.00%newNEW
OSAIC HOLDINGS, INC.$528.0K10,6090.00%2q+259.0%+$380.9K
Stonebridge Financial Planning Group, LLC$435.2K8,7420.14%newNEW
Harvest Investment Services, LLC$267.2K5,3680.04%newNEW
Integrated Wealth Concepts LLC$58.9K1,1840.00%newNEW
HARBOUR INVESTMENTS, INC.$15.8K3180.00%3q+88.2%+$7.4K
Coppell Advisory Solutions LLC$8.4K17,3220.00%newNEW
Global Retirement Partners, LLC$6.3K1270.00%newNEW
IFP Advisors, Inc$2.5K500.00%2qHELD
Aurora Private Wealth, Inc.$4949,9200.31%newNEW
Janney Montgomery Scott LLC$3697,4180.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202624$51.7M1,037,81571150.0%
Q1 202617$34.6M925,7129520.0%
Q4 20259$6.7M201,7327110.0%
Q3 20253$2.5M85,7451110.0%
Q2 20253$1.2M45,9210030.0%
Q1 20253$1.3M56,1950030.0%
Q4 20244$2.2M103,9330220.0%
Q3 20244$2.2M92,3042200.0%
Q2 20243$896.9K141,5270110.0%
Q1 20243$1.1M92,2872010.0%
Q4 20231$1.2M49,3401000.0%