FIRST TR EXCHANGE-TRADED FD (FTHI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
218
Reporting holders
$1.4B
Reported value
0.1%
Held as options
+9
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $264.1M | 11,072,185 | 0.06% | 31q | +14.9%+$34.2M |
| WELLS FARGO & COMPANY/MN | $181.7M | 7,618,216 | 0.03% | 31q | -44.5%-$145.4M |
| RAYMOND JAMES FINANCIAL INC | $105.4M | 4,419,943 | 0.03% | 7q | +13.2%+$12.3M |
| ENVESTNET ASSET MANAGEMENT INC | $92.1M | 3,862,199 | 0.02% | 29q | +2.1%+$1.9M |
| AMERIPRISE FINANCIAL INC | $79.3M | 3,325,004 | 0.02% | 11q | -16.9%-$16.2M |
| D.A. DAVIDSON & CO. | $74.6M | 3,126,282 | 0.41% | 11q | +3.8%+$2.8M |
| ROYAL BANK OF CANADA | $66.8M | 2,801,431 | 0.01% | 31q | +10.8%+$6.5M |
| Ergawealth Advisors, Inc. | $63.2M | 2,649,267 | 24.54% | 5q | +11.9%+$6.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $47.2M | 1,981,125 | 0.06% | 15q | +4.5%+$2.0M |
| Cetera Investment Advisers | $45.9M | 1,925,998 | 0.04% | 11q | +6.0%+$2.6M |
| TWO SIGMA INVESTMENTS, LP | $16.9M | 707,200 | 0.01% | 2q | +35.3%+$4.4M |
| STIFEL FINANCIAL CORP | $14.3M | 597,670 | 0.01% | 28q | +0.8%+$107.1K |
| OSAIC HOLDINGS, INC. | $13.3M | 556,384 | 0.02% | 26q | +28.2%+$2.9M |
| Archer Investment Corp | $12.2M | 512,038 | 1.18% | 3q | +118.0%+$6.6M |
| Baird Financial Group, Inc. | $11.5M | 482,564 | 0.02% | 2q | +65.2%+$4.5M |
| Advisor OS, LLC | $10.5M | 440,389 | 0.70% | 6q | +7.0%+$690.6K |
| MJP ASSOCIATES INC /ADV | $10.5M | 438,628 | 1.14% | 6q | +7.1%+$690.6K |
| Sun Financial Inc | $10.1M | 422,859 | 4.78% | 3q | +5.2%+$503.0K |
| HUB Investment Partners, LLC | $9.8M | 412,413 | 0.18% | 2q | +1.6%+$153.5K |
| Snowden Capital Advisors LLC | $9.8M | 409,600 | 0.23% | 16q | +3.9%+$366.3K |
| SHP Wealth Management | $9.6M | 402,531 | 0.66% | 3q | +7.6%+$674.1K |
| ARQ WEALTH ADVISORS, LLC | $8.2M | 341,988 | 1.01% | 10q | +56.2%+$2.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.5M | 314,224 | 0.00% | 11q | +4.7%+$338.1K |
| CreativeOne Wealth, LLC | $7.4M | 311,223 | 0.16% | 8q | HELD |
| Ameritas Advisory Services, LLC | $7.2M | 303,003 | 0.15% | 16q | +652.0%+$6.3M |
| Arax Advisory Partners | $7.0M | 293,695 | 0.05% | 3q | +31.1%+$1.7M |
| TRUIST FINANCIAL CORP | $6.8M | 285,468 | 0.01% | 6q | +25.3%+$1.4M |
| Equitable Holdings, Inc. | $6.5M | 273,877 | 0.04% | 14q | +19.5%+$1.1M |
| Rockefeller Capital Management L.P. | $6.4M | 270,393 | 0.01% | 8q | +5.4%+$328.4K |
| Cooper Financial Group | $6.2M | 258,359 | 0.51% | 2q | -13.3%-$944.4K |
| RiverTree Advisors, LLC | $6.0M | 253,238 | 3.57% | 10q | +19.8%+$998.2K |
| Kestra Advisory Services, LLC | $5.8M | 244,991 | 0.02% | 16q | +15.0%+$763.2K |
| MML INVESTORS SERVICES, LLC | $5.5M | 231,315 | 0.01% | 15q | +54.3%+$1.9M |
| HBW ADVISORY SERVICES LLC | $5.4M | 226,905 | 0.49% | 4q | +3.4%+$176.1K |
| Farther Finance Advisors, LLC | $5.3M | 221,026 | 0.04% | 5q | +44.6%+$1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.2M | 219,137 | 0.01% | 12q | +10.5%+$497.3K |
| Chicago Partners Investment Group LLC | $5.1M | 214,232 | 0.10% | 4q | +12.4%+$561.0K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $5.1M | 211,875 | 2.46% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $4.9M | 206,649 | 1.48% | 8q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $4.6M | 194,932 | 0.09% | 6q | +234.3%+$3.3M |
| Ausdal Financial Partners, Inc. | $4.5M | 189,146 | 0.18% | 13q | +6.6%+$280.2K |
| RFG Advisory, LLC | $4.5M | 188,692 | 0.07% | 11q | +64.0%+$1.8M |
| Perennial Investment Advisors, LLC | $4.2M | 177,809 | 0.28% | 8q | +7.5%+$296.9K |
| Mutual Advisors, LLC | $4.1M | 173,534 | 0.08% | 4q | -7.0%-$311.0K |
| FIRST TRUST ADVISORS LP | $4.1M | 173,020 | 0.00% | 5q | +5.8%+$224.6K |
| HARBOUR INVESTMENTS, INC. | $4.0M | 169,192 | 0.05% | 21q | +6.9%+$259.6K |
| Concurrent Investment Advisors, LLC | $4.0M | 165,981 | 0.03% | 11q | +14.4%+$499.5K |
| Steward Partners Investment Advisory, LLC | $3.9M | 163,360 | 0.02% | 12q | +28.3%+$860.6K |
| Integrated Wealth Concepts LLC | $3.6M | 149,626 | 0.02% | 15q | HELD |
| Prospera Financial Services Inc | $3.4M | 143,199 | 0.05% | 15q | -12.8%-$502.6K |
| &PARTNERS | $3.4M | 143,090 | 0.01% | 5q | -7.3%-$268.0K |
| Legacy Wealth Managment, LLC/ID | $3.3M | 137,965 | 1.36% | 8q | +95.6%+$1.6M |
| US BANCORP \DE\ | $3.0M | 127,503 | 0.00% | 10q | +18.9%+$483.4K |
| Merkkuri Wealth Advisors LLC | $3.0M | 126,660 | 1.87% | 9q | -15.3%-$545.9K |
| Capital Investment Advisory Services, LLC | $3.0M | 124,634 | 0.18% | 31q | +1.6%+$47.9K |
| IHT Wealth Management, LLC | $2.8M | 117,586 | 0.06% | 14q | HELD |
| ARWA LLC | $2.8M | 117,013 | 1.16% | 3q | +55.2%+$991.8K |
| Geneos Wealth Management Inc. | $2.8M | 116,025 | 0.06% | 39q | +15.2%+$365.4K |
| Private Advisor Group, LLC | $2.7M | 111,500 | 0.01% | 13q | +63.0%+$1.0M |
| Goldstone Financial Group, LLC | $2.6M | 110,177 | 0.24% | 4q | -1.7%-$45.2K |
| Avior Wealth Management, LLC | $2.6M | 109,429 | 0.07% | 9q | +9.5%+$227.1K |
| Kingsview Wealth Management, LLC | $2.6M | 108,088 | 0.03% | 4q | +31.3%+$614.7K |
| Mission Financial Group, LLC | $2.5M | 104,577 | 2.07% | 3q | +13.1%+$289.1K |
| NewEdge Advisors, LLC | $2.5M | 102,951 | 0.01% | 12q | +71.9%+$1.0M |
| OneDigital Investment Advisors LLC | $2.3M | 96,385 | 0.02% | 17q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.2M | 92,823 | 0.09% | 9q | +20.9%+$382.4K |
| Sequent Planning LLC | $2.2M | 91,757 | 0.47% | 10q | -15.5%-$401.2K |
| Etesian Wealth Advisors, Inc. | $2.2M | 90,720 | 0.64% | 4q | +1.8%+$37.5K |
| Brookstone Capital Management | $2.0M | 85,472 | 0.02% | 10q | +5.9%+$113.8K |
| DAVIDSON TRUST CO | $2.0M | 82,671 | 0.77% | 6q | -3.1%-$63.2K |
| AE Wealth Management LLC | $1.7M | 73,114 | 0.01% | 17q | +43.7%+$530.2K |
| Beacon Pointe Advisors, LLC | $1.7M | 72,373 | 0.01% | 17q | +13.0%+$199.2K |
| Cornerstone Wealth Management, LLC | $1.7M | 69,901 | 0.07% | 6q | +16.1%+$231.2K |
| Fermata Advisors, LLC | $1.7M | 69,541 | 0.34% | 4q | +3.3%+$52.8K |
| Triumph Capital Management | $1.6M | 67,475 | 0.29% | 3q | +5.3%+$81.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.6M | 67,316 | 0.08% | 17q | +9.4%+$137.6K |
| Anchor Capital Management Group Inc | $1.6M | 67,000 | 1.10% | 7q | HELD |
| LVZ, Inc. | $1.6M | 66,922 | 0.16% | 12q | +4.3%+$66.1K |
| CoreCap Advisors, LLC | $1.5M | 63,195 | 0.04% | 10q | -4.3%-$67.2K |
| PRINCIPAL SECURITIES, INC. | $1.5M | 62,967 | 0.02% | 11q | -33.9%-$768.6K |
| STEPHENS INC /AR/ | $1.5M | 62,114 | 0.02% | 3q | +281.7%+$1.1M |
| Regal Investment Advisors LLC | $1.5M | 61,010 | 0.08% | 5q | +3.0%+$42.6K |
| Sigma Planning Corp | $1.4M | 60,324 | 0.04% | 4q | +14.1%+$178.2K |
| Balboa Wealth Partners | $1.4M | 59,607 | 0.19% | 5q | +0.5%+$7.2K |
| American Institute for Advanced Investment Management, LLP | $1.3M | 52,115 | 0.74% | 14q | HELD |
| Quad-Cities Investment Group, LLC | $1.3M | 53,434 | 0.46% | 13q | +3.3%+$41.0K |
| Summit Financial, LLC | $1.3M | 53,178 | 0.01% | 4q | +7.9%+$92.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.3M | 52,842 | 0.07% | 7q | +14.5%+$158.2K |
| OPPENHEIMER & CO INC | $1.2M | 50,922 | 0.01% | 9q | +23.0%+$226.9K |
| Moors & Cabot, Inc. | $1.2M | 49,661 | 0.05% | 5q | +17.6%+$177.1K |
| Signature Equity Partners, LLC | $1.2M | 48,657 | 0.53% | 3q | +1.9%+$21.4K |
| Accel Wealth Management | $1.1M | 47,001 | 0.25% | 11q | -1.7%-$19.1K |
| Elevation Wealth Management LLC | $1.1M | 45,579 | 0.81% | 3q | HELD |
| World Investment Advisors | $1.1M | 45,359 | 0.02% | 2q | +28.1%+$237.3K |
| Kovack Advisors, Inc. | $1.1M | 45,325 | 0.05% | 2q | +46.7%+$342.2K |
| Uniting Wealth Partners, LLC | $1.0M | 43,857 | 0.21% | 2q | +219.6%+$718.7K |
| Gateway Wealth Partners, LLC | $1.0M | 42,030 | 0.06% | 7q | -30.5%-$440.1K |
| Pinnacle Financial Partners, Inc. | $990.5K | 41,531 | 0.01% | 3q | +13.4%+$116.7K |
| J.W. COLE ADVISORS, INC. | $973.3K | 40,811 | 0.02% | 9q | +26.8%+$205.8K |
| Aventura Private Wealth, LLC | $956.3K | 40,098 | 0.29% | 3q | +96.2%+$468.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 16.7% |
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 | 218 | $1.4B | 60,449,687 | 22 | 122 | 49 | 0.1% |
| Q1 2026 | 209 | $1.4B | 62,562,389 | 30 | 105 | 52 | 0.0% |
| Q4 2025 | 199 | $1.1B | 46,416,196 | 26 | 93 | 39 | 0.0% |
| Q3 2025 | 175 | $866.9M | 36,573,460 | 30 | 83 | 37 | 0.0% |
| Q2 2025 | 160 | $725.6M | 31,760,886 | 30 | 70 | 43 | 0.0% |
| Q1 2025 | 148 | $656.0M | 29,987,021 | 22 | 82 | 25 | 0.0% |
| Q4 2024 | 141 | $479.4M | 20,594,948 | 22 | 70 | 28 | 0.0% |
| Q3 2024 | 117 | $421.7M | 18,318,265 | 24 | 62 | 16 | 0.0% |
| Q2 2024 | 98 | $301.4M | 13,414,473 | 16 | 51 | 17 | 0.0% |
| Q1 2024 | 90 | $245.0M | 10,910,768 | 14 | 48 | 12 | 0.0% |
| Q4 2023 | 86 | $201.3M | 9,439,359 | 22 | 39 | 13 | 0.0% |
| Q3 2023 | 68 | $148.9M | 7,288,918 | 16 | 33 | 10 | 0.0% |
| Q2 2023 | 60 | $117.3M | 5,490,808 | 11 | 27 | 11 | 0.0% |
| Q1 2023 | 54 | $88.8M | 4,408,991 | 14 | 21 | 8 | 0.0% |
| Q4 2022 | 41 | $49.7M | 2,569,586 | 8 | 14 | 10 | 0.0% |
| Q3 2022 | 45 | $59.0M | 3,193,013 | 10 | 17 | 6 | 0.0% |
| Q2 2022 | 41 | $15.2M | 755,175 | 8 | 11 | 9 | 0.2% |
| Q1 2022 | 39 | $14.1M | 612,724 | 10 | 10 | 6 | 0.1% |
| Q4 2021 | 35 | $16.2M | 729,629 | 4 | 12 | 9 | 0.0% |
| Q3 2021 | 32 | $12.7M | 592,084 | 6 | 6 | 7 | 0.0% |
| Q2 2021 | 30 | $11.7M | 534,447 | 6 | 8 | 10 | 0.1% |
| Q1 2021 | 34 | $29.0M | 1,241,237 | 4 | 10 | 10 | 0.1% |
| Q4 2020 | 41 | $29.6M | 1,319,702 | 3 | 7 | 20 | 0.1% |
| Q3 2020 | 36 | $14.8M | 770,121 | 4 | 9 | 18 | 0.0% |
| Q2 2020 | 37 | $27.2M | 1,210,619 | 3 | 15 | 13 | 0.0% |
| Q1 2020 | 43 | $22.8M | 1,145,725 | 8 | 8 | 17 | 0.0% |
| Q4 2019 | 46 | $25.7M | 1,129,308 | 5 | 17 | 12 | 0.0% |
| Q3 2019 | 42 | $24.1M | 1,072,099 | 6 | 16 | 9 | 0.0% |
| Q2 2019 | 41 | $19.5M | 869,845 | 8 | 16 | 9 | 0.0% |
| Q1 2019 | 42 | $18.3M | 843,683 | 4 | 10 | 20 | 0.0% |
| Q4 2018 | 47 | $16.0M | 791,812 | 1 | 2 | 4 | 0.0% |