FTHI/FIRST TRUST EXCHANGE-TR (FTHI) Institutional Ownership Changes & 13F Activity
FTHI/FIRST TRUST EXCHANGE-TR (FTHI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Raymond James Financial Inc, Royal Bank Of Canada, and Ameritas Advisory Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +79,011 | +2.1% | 3,862,199 | $92.11M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -5,428 | -3.6% | 144,902 | $3.46M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -18,901 | -43.8% | 24,265 | $578.72K | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Buy | +25,773 | +31.3% | 108,088 | $2.58M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +21,097 | +9.0% | 256,019 | $6.11M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +8,352 | +13.0% | 72,373 | $1.73M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +44,740 | +19.5% | 273,877 | $6.53M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +6,291 | +51.6% | 18,477 | $440.67K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +2,699 | — | 2,699 | $64.39K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +713 | +3.7% | 20,214 | $482.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +3,325,004 | — | 3,325,004 | $79.29M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +760,885 | +11.1% | 7,618,216 | $181.69M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +515,796 | +13.2% | 4,419,943 | $105.42M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +274,143 | +10.8% | 2,801,431 | $66.81M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +262,712 | +652.0% | 303,003 | $7.23M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +184,500 | +35.3% | 707,200 | $16.87M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +122,287 | +28.2% | 556,384 | $13.27M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +37,156 | — | 37,156 | $886.17K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +36,353 | — | 36,353 | $867.02K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +32,484 | — | 32,484 | $774.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +20,169 | — | 20,169 | $481.04K | Q2 2026 | Aug 14, 2026 |
| Marshall Investment Management, Llc | Buy | +19,777 | +107.0% | 38,259 | $912.48K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +18,478 | — | 18,478 | $440.70K | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Sell | -16,821 | -15.5% | 91,757 | $2.19M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -13,040 | -7.0% | 173,534 | $4.14M | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Buy | +12,449 | +7.5% | 177,809 | $4.24M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +11,747 | +6.6% | 189,146 | $4.51M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -11,245 | -7.3% | 143,090 | $3.41M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +9,948 | +28.1% | 45,359 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Kkm Financial Llc | Buy | +8,729 | +58.7% | 23,597 | $562.79K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about FTHI activity
Which institutional owners are buying FTHI?
Institutional owners buying FTHI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FTHI activity?
"Buy" means an investor increased their reported position in FTHI compared to the prior reporting period. This reflects growing exposure to FTHI/FIRST TRUST EXCHANGE-TR (FTHI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FTHI increasing?
Institutional interest in FTHI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.