FTSL institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding301
Shares held36,920,522
Reported value$1.7bn
Quarter flows27 new, 131 added, 112 trimmed, 34 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY4,917,166$220.0m0.0%
LPL Financial LLC2,785,802$124.7m0.0%
WELLS FARGO & COMPANY/MN1,669,953$74.7m0.0%
ROYAL BANK OF CANADA1,503,098$67.3m0.0%
BANK OF AMERICA CORP /DE/1,467,308$65.7m0.0%
One Capital Management, LLC1,439,544$64.5m1.8%
RAYMOND JAMES FINANCIAL INC1,439,234$64.4m0.0%
FIRST TRUST ADVISORS LP1,298,064$58.0m0.0%
UBS Group AG937,444$42.0m0.0%
ENVESTNET ASSET MANAGEMENT INC884,010$39.6m0.0%
Modern Wealth Management, LLC767,322$34.3m0.4%
Focus Partners Wealth669,136$29.9m0.0%
Virtue Capital Management, LLC637,860$28.5m3.8%
Welch & Forbes LLC597,151$26.7m0.3%
Concurrent Investment Advisors, LLC593,455$26.6m0.2%
TL Private Wealth579,910$26.0m9.5%
Cambridge Investment Research Advisors, Inc.577,020$25.8m0.0%
Hikari Tsushin, Inc.570,196$25.5m1.7%
Cyndeo Wealth Partners, LLC469,326$21.0m1.0%
Cetera Investment Advisers455,074$20.4m0.0%
Capital Investment Counsel, LLC439,221$19.7m2.4%
OSAIC HOLDINGS, INC.378,082$16.9m0.0%
STIFEL FINANCIAL CORP362,078$16.2m0.0%
Fairvoy Private Wealth, LLC359,184$16.1m3.2%
RPg Family Wealth Advisory, LLC331,029$14.8m1.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FTSL"). FTSL price history · All 13F data

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