11 institutions reported holding $2.3M of FIRST TR EXCHANGE TRADED FD (FTBI) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSAIC HOLDINGS, INC. ($864,125), Capital Investment Advisory Services, LLC ($825,127), Kestra Advisory Services, LLC ($413,013), HARBOUR INVESTMENTS, INC. ($100,216), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ($47,736). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $864,125 | 39,657 | Added |
| 2 | Capital Investment Advisory Services, LLC | $825,127 | 37,874 | Added |
| 3 | Kestra Advisory Services, LLC | $413,013 | 18,958 | Added |
| 4 | HARBOUR INVESTMENTS, INC. | $100,216 | 4,600 | Hold |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $47,736 | 2,200 | New |
| 6 | Capital Analysts, LLC | $38,000 | 1,748 | Hold |
| 7 | IMG Wealth Management, Inc. | $3,355 | 154 | Hold |
| 8 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 9 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 10 | UBS Group AG | $0 | 0 | Exited |
| 11 | Triumph Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30