FIRST TR EXCHANGE-TRADED FD

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FTSM·33739Q408·US·ETF·Unknown - Unknown

FTSM (FIRST TR EXCHANGE-TRADED FD) is held by 70 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($816.4M), LPL Financial LLC ($531.1M), WELLS FARGO & COMPANY/MN ($451.2M). Net institutional sentiment: Mixed.

70

Holders

(12 Elite)

$3.2B

Total Value

51% (71)

Consensus

36 buying - 35 selling

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

Smart Money Verdict

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Institutional (13F)51

Insider (Form 4)55

Activist (13D/13G)82

Congressional (STOCK Act)70

Holder Quality

81

★★★★★

Elite

61

★★★★

Strong

89

★★★

Solid

47

★★

Below

14

★

Weak

Held by 70 funds

12 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (70)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	13.7M(-3.8%)	$816.4M	0.0%	+8.69%	0
LPL Financial LLC	Decreased	8.9M(-0.0%)	$531.1M	0.1%	+17.50%	0
WELLS FARGO & COMPANY/MN	Decreased	7.6M(-4.7%)	$451.2M	0.1%	+12.48%	0
ROYAL BANK OF CANADA	Increased	3.1M(+7.3%)	$187.7M	0.0%	+5.28%	33
UBS Group AG	Decreased	2.8M(-9.1%)	$166.8M	0.0%	+17.55%	0
RAYMOND JAMES FINANCIAL INC	Increased	2.7M(+11.2%)	$163.1M	0.0%	+6.19%	34
BANK OF AMERICA CORP /DE/	Increased	2.5M(+8.2%)	$147.6M	0.0%	+6.47%	33
Cetera Investment Advisers	Increased	1.7M(+7.6%)	$101.3M	0.1%	+9.24%	32
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.2M(+95.9%)	$74.5M	0.1%	+7.79%	47
OSAIC HOLDINGS, INC.	Increased	1.2M(+5.5%)	$72.5M	0.1%	+15.84%	31
STIFEL FINANCIAL CORP	Increased	1.2M(+0.9%)	$71.5M	0.1%	+13.40%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	865,066(+4.6%)	$51.7M	0.0%	+15.51%	31
&PARTNERS	Increased	714,646(+7.9%)	$41.9M	0.2%	+3.40%	38
TRUIST FINANCIAL CORP	Increased	590,592(+6.1%)	$35.3M	0.0%	+11.68%	31
Private Advisor Group, LLC	Increased	417,488(+59.3%)	$24.9M	0.1%	+9.47%	49
Mariner, LLC	Decreased	390,516(-19.7%)	$23.3M	0.0%	+15.88%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	365,601(+102.9%)	$21.8M	0.0%	+7.18%	46
Aptus Capital Advisors, LLC	Increased	358,609(+1050.3%)	$21.4M	0.1%	+0.88%	55
NewEdge Advisors, LLC	Increased	355,145(+6.7%)	$21.2M	0.1%	+11.61%	30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	292,458(-9.7%)	$17.5M	0.0%	+10.62%	0

Showing 1-20 of 75

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FTSMFIRST TR EXCHANGE-TRADED FD

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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