Who Owns FIRST TR EXCHNG TRADED FD V (SMAY)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $38.9M of FIRST TR EXCHNG TRADED FD V (SMAY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MGO ONE SEVEN LLC ($3.2M), Cetera Investment Advisers ($3.0M), LPL Financial LLC ($2.6M), OSAIC HOLDINGS, INC. ($2.4M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MGO ONE SEVEN LLC	$3.2M	112,893	Trimmed
2	Cetera Investment Advisers	$3.0M	106,310	Added
3	LPL Financial LLC	$2.6M	91,607	Added
4	OSAIC HOLDINGS, INC.	$2.4M	85,364	Added
5	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.3M	81,155	Added
6	Cambridge Investment Research Advisors, Inc.	$1.7M	60,829	Added
7	COMMONWEALTH EQUITY SERVICES, LLC	$1.5M	53,174	Added
8	ENVESTNET ASSET MANAGEMENT INC	$1.3M	46,856	Added
9	RAYMOND JAMES FINANCIAL INC	$1.3M	44,895	Added
10	Kestra Advisory Services, LLC	$1.1M	38,093	Added
11	BFI Wealth Solutions, LLC	$1.1M	37,666	Trimmed
12	SMART Wealth LLC	$1.1M	37,657	Trimmed
13	NorthCrest Asset Manangement, LLC	$982,051	34,726	Hold
14	First Heartland Consultants, Inc.	$936,881	33,012	Added
15	Ignite Planners, LLC	$779,485	27,466	Added
16	Jefferies Financial Group Inc.	$760,158	26,785	New
17	Lionshead Wealth Management, LLC	$758,881	26,740	Trimmed
18	Grantvest Financial Group LLC	$676,125	23,824	Added
19	Arkadios Wealth Advisors	$639,146	22,521	Trimmed
20	Quad-Cities Investment Group, LLC	$609,971	21,493	New
21	Diligent Investors, LLC	$598,818	21,100	Added
22	Optivise Advisory Services LLC	$574,184	20,232	New
23	SOA Wealth Advisors, LLC.	$550,544	19,399	Added
24	StoneX Group Inc.	$484,333	17,066	New
25	FSB PREMIER WEALTH MANAGEMENT, INC.	$469,121	16,530	Trimmed

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