Question 1

Who owns FTRI?

Accepted Answer

FIRST TR EXCHANGE-TRADED FD (FTRI) is held by 24 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Question 2

Are institutions buying or selling FTRI?

Accepted Answer

In Q1 2026, 11 institutions opened or increased positions in FIRST TR EXCHANGE-TRADED FD while 13 reduced or exited — a net selling quarter.

Question 3

What is the Smart Money Verdict on FTRI?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for FIRST TR EXCHANGE-TRADED FD.

Question 4

How many hedge funds hold FTRI?

Accepted Answer

24 institutional investors report holding FIRST TR EXCHANGE-TRADED FD (FTRI) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into FTRI?

Accepted Answer

As of Q1 2026, tracked institutions in FIRST TR EXCHANGE-TRADED FD show 11 buyers versus 13 sellers — net outflows.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.2M(+56.0%)	$21.2M	0.0%	+13.02%	40
ROYAL BANK OF CANADA	Increased	810,328(+19.3%)	$14.5M	0.0%	+15.84%	33
MORGAN STANLEY	Decreased	233,782(-2.3%)	$4.2M	0.0%	+17.37%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	215,792(-20.1%)	$3.9M	0.0%	+19.85%	0
Cetera Investment Advisers	Decreased	209,145(-1.2%)	$3.7M	0.0%	+20.24%	0
BANK OF AMERICA CORP /DE/	Decreased	177,391(-7.1%)	$3.2M	0.0%	+22.32%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	135,423(-8.6%)	$2.4M	0.0%	+4.81%	0
D.A. DAVIDSON & CO.	Increased	79,567(+6.0%)	$1.4M	0.0%	+27.26%	27
ENVESTNET ASSET MANAGEMENT INC	Increased	78,944(+25.9%)	$1.4M	0.0%	+21.63%	31
JANE STREET GROUP, LLC	New	72,570	$1.3M	0.0%	-12.56%	35
RAYMOND JAMES FINANCIAL INC	Increased	70,339(+39.4%)	$1.3M	0.0%	+19.06%	33
Kestra Advisory Services, LLC	Decreased	41,909(-6.3%)	$748,076	0.0%	+37.37%	0
Rockefeller Capital Management L.P.	Increased	31,274(+0.1%)	$558,252	0.0%	+21.39%	24
OSAIC HOLDINGS, INC.	Decreased	26,317(-8.7%)	$469,745	0.0%	+37.98%	0
IWIntegrated Wealth Concepts LLC	New	25,553	$456,121	0.0%	-12.56%	33
STIFEL FINANCIAL CORP	Decreased	23,940(-9.3%)	$427,331	0.0%	+39.10%	0
Mariner, LLC	New	18,715	$334,055	0.0%	-12.56%	33
Sanctuary Advisors, LLC	Unchanged	14,681	$262,056	0.0%	+30.35%	0
AE Wealth Management LLC	Decreased	8,766(-5.7%)	$156,469	0.0%	+39.59%	0
NewEdge Advisors, LLC	New	2,409	$43,002	0.0%	-12.56%	28

FIRST TR EXCHANGE-TRADED FD

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