Who Owns FIRST TR EXCHANGE TRA (FTCS)? -- Institutional Holders (2026-06-30)

584 institutions reported holding $4.65B of FIRST TR EXCHANGE TRA (FTCS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($688.7M), MORGAN STANLEY ($494.1M), RAYMOND JAMES FINANCIAL INC ($373.1M), WELLS FARGO & COMPANY/MN ($229.6M), Cetera Investment Advisers ($135.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$688.7M7.3MTrimmed
2MORGAN STANLEY$494.1M5.3MTrimmed
3RAYMOND JAMES FINANCIAL INC$373.1M4.0MTrimmed
4WELLS FARGO & COMPANY/MN$229.6M2.4MTrimmed
5Cetera Investment Advisers$135.5M1.4MTrimmed
6BANK OF AMERICA CORP /DE/$132.4M1.4MTrimmed
7UBS Group AG$123.7M1.3MTrimmed
8OSAIC HOLDINGS, INC.$120.4M1.3MAdded
9ENVESTNET ASSET MANAGEMENT INC$99.6M1.1MTrimmed
10Royal Bank of Canada$97.2M1.0MAdded
11TWO SIGMA INVESTMENTS, LP$92.9M988,800Trimmed
12AMERIPRISE FINANCIAL INC$86.1M918,113Trimmed
13Cambridge Investment Research Advisors, Inc.$83.6M890,372Trimmed
14JONES FINANCIAL COMPANIES LLLP$82.6M878,701Added
15COMMONWEALTH EQUITY SERVICES, LLC$73.6M783,205Trimmed
16STIFEL FINANCIAL CORP$69.3M737,861Trimmed
17Private Advisor Group, LLC$52.4M557,490Added
18TRUIST FINANCIAL CORP$45.6M485,483Trimmed
19Concurrent Investment Advisors, LLC$42.6M453,934Trimmed
20HARBOUR INVESTMENTS, INC.$41.0M436,885Trimmed
21Kestra Advisory Services, LLC$40.9M435,756Added
22SILVER OAK SECURITIES, INCORPORATED$36.3M386,723Trimmed
23American Financial Advisors, LLC$35.0M372,428Added
24Janney Montgomery Scott LLC$34.3M365,657New
25Diversified Enterprises, LLC$32.1M342,274Trimmed

Source: SEC Form 13F filings · as of 2026-06-30