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Disclosery

FTRI FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

72 managers (72 13F filers) reported a position in FTRI shares at 2026-03-31, 4,789,271 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
72
13F filers
72
New
12
Added
23
Reduced
23
Sold out
5
Shares held by filers
4,789,271

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,186,341$21.2M0.01%+425,90913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA810,328$14.5M<0.01%+131,07613F-HRTimelineGroup
Cambridge Investment Research Advisors,…328,026$5.86M0.02%+85,45213F-HRTimeline
PARK NATIONAL CORP /OH/262,713$4.69M0.14%-19713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY233,782$4.17M<0.01%-5,58813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC215,792$3.85M0.01%-54,28013F-HRTimeline
Cetera Investment Advisers209,145$3.73M<0.01%-2,59113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/177,391$3.17M<0.01%-13,47613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…135,423$2.42M<0.01%-12,65913F-HRTimelineGroup
D.A. DAVIDSON & CO.79,567$1.42M0.01%+4,53913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC78,944$1.41M<0.01%+16,23013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,570$1.3M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,339$1.26M<0.01%+19,88913F-HRTimelineGroup
Security National Bank62,974$1.12M0.16%+19,63113F-HRTimeline
Gladstone Institutional Advisory LLC57,649$1.03M0.04%new13F-HRTimeline
Lauer Wealth, LLC53,580$978K0.78%+9,75013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,909$748K<0.01%-2,79813F-HRTimelineGroup
MANCHESTER FINANCIAL INC39,024$697K0.13%+19,89813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…38,893$694K0.02%new13F-HRTimelineGroup
Modern Wealth Management, LLC37,871$681K0.01%-8,17313F-HRTimeline
Summit Financial, LLC35,218$629K0.01%-1,10813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,274$558K<0.01%+2213F-HRTimelineGroup
Treasure Coast Financial Planning27,429$490K0.25%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,317$470K<0.01%-2,49913F-HRTimelineGroup
Chris Bulman Inc26,057$465K0.2%+2113F-HRTimeline
Integrated Wealth Concepts LLC25,553$456K<0.01%new13F-HRTimeline
Monument Capital Management25,286$451K0.11%-1,02713F-HRTimeline
Waterfront Wealth Inc.24,090$430K0.08%+7513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,940$427K<0.01%-2,46113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management23,426$418K<0.01%+2113F-HRTimelineGroup
OLD MISSION CAPITAL LLC22,137$395K0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC20,131$359K0.05%+3,72213F-HRTimeline
Quad-Cities Investment Group, LLC19,089$341K0.14%+59913F-HRTimeline
Focus Financial Network, Inc.19,073$340K0.01%+66313F-HRTimeline
Mariner, LLCin group Mariner, LLC18,715$334K<0.01%new13F-HRTimelineGroup
Cambridge Advisors Inc.17,082$305K0.06%-28713F-HRTimeline
UMB Bank, n.a.16,625$297K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crumly & Associates Inc.15,862$283K0.06%+3,76613F-HRTimeline
HARBOUR INVESTMENTS, INC.15,825$282K<0.01%-29013F-HRTimeline
PCG Wealth Advisors, LLC14,702$262K0.07%-6113F-HRTimeline
Sanctuary Advisors, LLC14,681$262K<0.01%013F-HRTimeline
Van Diest Capital, LLC14,054$251K0.2%-1,77813F-HRTimeline
Independent Wealth Network Inc.13,719$245K0.07%+42013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC13,686$244K0.16%-1,79913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,458$240K<0.01%-12613F-HRTimelineGroup
Holos Integrated Wealth LLC12,391$224K0.11%-1,01813F-HRTimeline
Koshinski Asset Management, Inc.12,221$218K0.01%-1,72713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.11,823$211K0.07%+1113F-HRTimeline
CWM, LLCin group CWM, LLC11,221$200K<0.01%+2313F-HRTimelineGroup
Keating Financial Advisory Services, In…8,809$157K0.03%013F-HRTimeline
AE Wealth Management LLC8,766$156K<0.01%-52513F-HRTimeline
NewEdge Advisors, LLC2,409$43K<0.01%new13F-HR/ATimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,890$33.7K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,600$28.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,230$22K<0.01%+93013F-HR/ATimeline
Golden State Wealth Management, LLC1,102$19.7K<0.01%+413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,000$17.9K<0.01%new13F-HRTimeline
Arax Advisory Partners874$15.6K<0.01%013F-HRTimeline
MAI Capital Management721$12.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN695$12.4K<0.01%-69413F-HR/ATimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC614$11K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\540$9.64K<0.01%-1,15413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC400$7K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC313$5.59K<0.01%013F-HRTimelineGroup
Piscataqua Savings Bank230$4.1K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC203$3.62K<0.01%new13F-HRTimeline
Triumph Capital Management200$3.57K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG166$2.96K<0.01%+16313F-HRTimelineGroup
Financial Network Wealth Advisors LLC110$1.96K<0.01%new13F-HRTimeline
Trust Co30$536<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.16$286<0.01%013F-HRTimeline
Sankala Group LLC7$115<0.01%013F-HRTimeline