13F

Stock

First Tr Exchange-Traded Fd

Ticker not mapped · held by 127 managers

Reported value

$376.2M

Holders

127

+21 new · −7 exited

Holders’ est. mark

$5.68M

Price effect on 106 books still in the name

Largest holder

$60.8M

LPL Financial LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC2.38M$60.8M$791.7KAdded$22.7M
ENVESTNET ASSET MANAGEMENT INC1.22M$31.2M$636KAdded$326.4K
TRUIST FINANCIAL CORP1.1M$28.2M$469.7KAdded$5.59M
Aptus Capital Advisors, LLC938.5K$24MNew
Kestra Advisory Services, LLC751K$19.2M$390.5KAdded$385K
Luken Investment Analytics, LLC747.9K$19.1M$388.9KCut−$2.14M
Hilton Capital Management, LLC596.2K$15.2M$310KAdded$128.4K
COMMONWEALTH EQUITY SERVICES, LLC561.6K$14.3M$197KAdded$4.86M
Cetera Investment Advisers552.8K$14.1M$239.7KAdded$2.58M
OSAIC HOLDINGS, INC.446.7K$11.4M$182.5KAdded$2.63M
HFG Wealth Management, LLC417K$10.6M$216.8KAdded$115.5K
Cavalier Investments, LLC323.7K$8.26M$122.4KAdded$2.38M
XML Financial, LLC309K$7.89M$147.7KAdded$781.4K
Thrive Capital Management, LLC281.6K$7.19M$146.4KCut−$269.4K
Sanctuary Advisors, LLC179.5K$4.58M$93.3KCut−$449.4K
Insight Advisors, LLC/ PA167.4K$4.27M$84.5KAdded$207.1K
Snowden Capital Advisors LLC147.7K$3.77M$73.7KAdded$223K
3EDGE Asset Management, LP141.2K$3.61M$73.5KCut−$221.9K
INDEPENDENT FINANCIAL GROUP, LLC137.9K$3.52M$71.7KAdded$13.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC127.8K$3.19M−$99.7KCut−$2.07M
RiverTree Advisors, LLC112.5K$2.87M$56.3KAdded$162.4K
Integrated Wealth Concepts LLC111.4K$2.84M$31.1KAdded$1.35M
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.111.3K$2.84MNew
CARY STREET PARTNERS FINANCIAL LLC102.1K$2.61M$51.5KAdded$129K
Prostatis Group LLC100.2K$2.56M$52.1KCut−$171.7K
Asset One Wealth Management LLC91.2K$2.29M−$54.6KCut−$47.8K
CORRADO ADVISORS, LLC84.9K$2.17M$44.2KCut−$201K
Delta Investment Management, LLC81.9K$2.09M$35.8KAdded$370.1K
SHP Wealth Management81.7K$2.09M$41.5KAdded$93K
Bison Wealth, LLC82.1K$2.03M−$138.2KCut−$94.3K
FOUNDATIONS INVESTMENT ADVISORS, LLC75.5K$1.93M$39.3KCut−$8.08K
Marion Wealth Management73.8K$1.88M−$180KCut−$243.7K
HighTower Advisors, LLC73.5K$1.88M$38.2KCut−$2.78K
Mariner, LLC69.4K$1.77M$16.8KAdded$964.7K
Hamilton Wealth, LLC67.1K$1.71M$19.9KAdded$755.7K
Rockport Wealth LLC66.8K$1.7MNew
Gladstone Institutional Advisory LLC65.2K$1.67M$14.2KAdded$979.7K
MTM Investment Management, LLC62.7K$1.6M$32.6KAdded$22.6K
HARBOUR INVESTMENTS, INC.61.6K$1.57M$12.6KAdded$966K
World Investment Advisors61.5K$1.57M$22.7KAdded$479.8K
KINGSWOOD WEALTH ADVISORS, LLC53.7K$1.37MNew
Mutual Advisors, LLC52.5K$1.34M$21.3KAdded$316.4K
D.A. DAVIDSON & CO.45.4K$1.16M$21.6KAdded$122.2K
NORTHCAPE WEALTH MANAGEMENT, LLC44.3K$1.13M$22KAdded$74.2K
Walser Wealth Management Company, A Ltd Liability Co44.2K$1.13M$23KCut−$68.1K
BOS Asset Management, LLC43.7K$1.12M$22.7KAdded$24K
Orion Porfolio Solutions, LLC43K$1.1M$20.7KAdded$102.2K
GREAT VALLEY ADVISOR GROUP, INC.42.5K$1.08M$22.1KCut−$35.2K
Private Advisor Group, LLC41.2K$1.05M$8.2KAdded$657K
BENJAMIN EDWARDS INC41.1K$1.05M$21.2KCut−$1.3M
Pinnacle Financial Partners, Inc.40.9K$1.04M$21.4KCut−$291.1K
Clear Creek Financial Management, LLC40.3K$1.03M$11.5KAdded$477.4K
FIRST TRUST ADVISORS LP38.4K$980.9K$17.4KAdded$144.2K
Ameritas Advisory Services, LLC38.1K$972.8K$19.8KCut−$78.5K
Sigma Planning Corp37.2K$950.3K$18KCut−$389.1K
NewEdge Advisors, LLC9.52K$797.8K$417.7KAdded$620.2K
Sloy Dahl & Holst, LLC28.8K$734K$15KCut−$25.1K
SBI Securities Co., Ltd.28.5K$727.9K$4.49KAdded$511.9K
Triumph Capital Management27.7K$706.3K$1.05KAdded$655.7K
Prime Capital Investment Advisors, LLC27.6K$705.8K$13.3KAdded$67.5K
Compound Planning, Inc.27.2K$693.8K$13.7KAdded$34.4K
Prospera Financial Services Inc27K$689.1K$7.06KAdded$349K
OPPENHEIMER & CO INC26.3K$671.6K$11.7KAdded$107.6K
Kingsview Wealth Management, LLC25.4K$649.6K$13.2KCut−$169.3K
INSIGNEO ADVISORY SERVICES, LLC25.2K$643.4KNew
Cherry Creek Investment Advisors, Inc.24.8K$633.4K$12.9KAdded$3.76K
MML INVESTORS SERVICES, LLC24.3K$620.5K$10.7KAdded$107.2K
Independent Wealth Network Inc.23.9K$610.6K$11.6KAdded$51.9K
Encompass More Asset Management23.1K$590.8K$12KCut−$19.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP22.8K$582.6KNew
GREENWOOD CAPITAL ASSOCIATES LLC20.3K$519.2K$8.15KAdded$127K
U.S. Capital Wealth Advisors, LLC19.4K$495.6K$8.47KAdded$88.3K
Envestnet Portfolio Solutions, Inc.19K$485.1K$9.88KCut−$37.7K
Arkadios Wealth Advisors18.5K$472.5K$8.74KAdded$51.3K
Brookstone Capital Management18.4K$470.5K$7.29KAdded$120.2K
Novak & Powell Financial Services, Inc.18.4K$469.8K$9.57KAdded$4.57K
Legacy Wealth Managment, LLC/ID18.4K$469.3K$4Added$468.7K
&PARTNERS18.1K$462K$8.9KAdded$34.6K
Independent Advisor Alliance17.9K$457KNew
Capital Investment Advisory Services, LLC17.8K$454.3K$2.62KAdded$328.1K
Collaborative Wealth Managment Inc.17.7K$452.1K$8.35KAdded$50.4K
Exit Wealth Advisors, LLC.17.4K$443.2K$5.41KAdded$182.9K
Cambridge Advisors Inc.17.3K$442.9K$8.83KAdded$18.2K
180 WEALTH ADVISORS, LLC17.3K$441.8K$8.33KAdded$40.9K
CROSSPOINT FINANCIAL, LLC16.8K$427.6K$8.65KAdded$11.3K
Garden State Investment Advisory Services LLC15.6K$397KNew
Archer Investment Corp15.5K$394.6K$6.21KAdded$96.4K
Balboa Wealth Partners14K$356.3K$7.26KCut−$2.55K
Intrua Financial, LLC13.4K$342.3K$6.86KAdded$12.1K
Horizon Advisory Services, Inc.12.7K$323.1K$6.58KCut−$15.7K
COLUMBIA ADVISORY PARTNERS LLC12.6K$322.4K$6.57KCut−$69.5K
Advisory Services Network, LLC12.3K$313.5K$6.14KAdded$17.7K
STEPHENS INC /AR/11.8K$302.5KNew
MGO ONE SEVEN LLC11.6K$296.5K$5.26KAdded$45K
QP WEALTH MANAGEMENT, LLC11.4K$291.9K$5.94KCut−$8.09K
G&S Capital LLC11.2K$285.1K$4.6KAdded$64.3K
OneDigital Investment Advisors LLC10.9K$278.3K$5.6KAdded$9.07K
IHT Wealth Management, LLC10.2K$259.4KNew
STEINBERGANNA WEALTH MANAGEMENT8.82K$225.1K$4.59KAdded$334
KESTRA PRIVATE WEALTH SERVICES, LLC8.76K$223.7KNew
Annex Advisory Services, LLC8.67K$221.3K$4.51KAdded$4.51K
CALTON & ASSOCIATES, INC.8.58K$218.9K$4.33KAdded$11.4K
SMITH, MOORE & CO.8.11K$207KNew
HB Wealth Management, LLC8.02K$204.8KNew
CREATIVE FINANCIAL DESIGNS INC /ADV8.01K$204.4K$4.15KCut−$1.7K
IFP Advisors, Inc5.28K$134.8K$2.74KAdded$2.75K
MORGAN STANLEY4.6K$117.4K−$4Added$117.3K
Wealth Enhancement Trust Services, Inc.3.22K$82.2K$1.67KAdded$548
UBS Group AG3.01K$76.8KNew
Western Wealth Management, LLC2.97K$75.8KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.74K$70K$930Added$25.3K
Geneos Wealth Management Inc.2.68K$68.4K$1.17KAdded$11.9K
STANCE CAPITAL LLC2.03K$51.9KNew
Torren Management, LLC2K$51.2KNew
Steward Partners Investment Advisory, LLC891$22.7K$191Added$13.5K
SWAN Capital LLC654$16.7KNew
United Community Bank650$16.6KNew
FIFTH THIRD BANCORP604$15.4KNew
Merkkuri Wealth Advisors LLC511$13KNew
Farther Finance Advisors, LLC230$5.83K$79Cut−$1.82K
Cambridge Investment Research Advisors, Inc.220.1K$5.62K$88Added$1.38K
Allworth Financial LP210$5.36K$109Added$109
NBC SECURITIES, INC.200$5.11K$104Added$104
CoreCap Advisors, LLC198$5.05K$52Added$2.55K
WELLS FARGO & COMPANY/MN157$3.99K$69Added$69
CENTAURUS FINANCIAL, INC.31.5K$805$15Added$64
JPMORGAN CHASE & CO3$94$19Cut−$49.3K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.