FIRST TR EXCHANGE TRADED FD

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FTRI·33734X838·US·ETF

FTRI institutional ownership changes in Q2 2026: 13 institutions opened or added positions, 13 trimmed or exited. FTRI (FIRST TR EXCHANGE TRADED FD) is held by 26 institutional investors as of Q2 2026. Top institutional shareholders: LPL Financial LLC ($17.1M), ROYAL BANK OF CANADA ($12.8M), MORGAN STANLEY ($3.8M). Net institutional sentiment: Mixed.

26

Holders

(4 Elite)

$56.1M

Total Value

50% (26)

Consensus

13 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)60

Activist (13D/13G)70

Congressional (STOCK Act)32

Holder Quality

52

★★★★★

Elite

74

★★★★

Strong

60

★★★

Solid

18

★★

Below

11

★

Weak

Held by 26 funds

4 elite

Who's Trading

Source dates: Price Oct 21, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FTRI.

Top Holders

Top Holders (26)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	1.1M(-9.0%)	$17.1M	0.0%	+24.14%	0
ROYAL BANK OF CANADA	Decreased	805,957(-0.5%)	$12.8M	0.0%	+26.02%	0
MORGAN STANLEY	Increased	240,905(+3.0%)	$3.8M	0.0%	+26.58%	27
Cetera Investment Advisers	Increased	217,030(+3.8%)	$3.4M	0.0%	+28.48%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	178,018(-17.5%)	$2.8M	0.0%	+29.40%	0
BANK OF AMERICA CORP /DE/	Decreased	174,310(-1.7%)	$2.8M	0.0%	+30.90%	0
RAYMOND JAMES FINANCIAL INC	Increased	169,980(+141.7%)	$2.7M	0.0%	+16.54%	42
Farther Finance Advisors, LLC	New	132,668	$2.1M	0.0%	0.00%	36
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	91,909(-32.1%)	$1.5M	0.0%	+13.84%	0
D.A. DAVIDSON & CO.	Increased	82,806(+4.1%)	$1.3M	0.0%	+36.28%	26
ENVESTNET ASSET MANAGEMENT INC	Decreased	74,985(-5.0%)	$1.2M	0.0%	+33.10%	0
JANE STREET GROUP, LLC	Decreased	66,294(-8.7%)	$1.1M	0.0%	-2.62%	0
Kestra Advisory Services, LLC	Decreased	39,818(-5.0%)	$631,919	0.0%	+47.56%	0
IWIntegrated Wealth Concepts LLC	Increased	37,344(+46.1%)	$592,646	0.0%	+3.27%	33
OSAIC HOLDINGS, INC.	Increased	34,145(+29.8%)	$541,976	0.0%	+38.36%	31
Rockefeller Capital Management L.P.	Decreased	30,042(-3.9%)	$476,781	0.0%	+30.80%	0
Private Advisor Group, LLC	New	28,982	$459,955	0.0%	+8.88%	33
STIFEL FINANCIAL CORP	Decreased	23,309(-2.6%)	$369,915	0.0%	+52.74%	0
Sanctuary Advisors, LLC	Unchanged	14,681	$232,987	0.0%	+40.79%	0
AE Wealth Management LLC	Increased	8,942(+2.0%)	$141,909	0.0%	+50.87%	23

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FTRIFIRST TR EXCHANGE TRADED FD

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer