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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+79,011+2.1%3,862,199$92.11MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-5,428-3.6%144,902$3.46MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-18,901-43.8%24,265$578.72KQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+25,773+31.3%108,088$2.58MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+21,097+9.0%256,019$6.11MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+8,352+13.0%72,373$1.73MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+44,740+19.5%273,877$6.53MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+6,291+51.6%18,477$440.67KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+2,699—2,699$64.39KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+713+3.7%20,214$482.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+3,325,004—3,325,004$79.29MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+760,885+11.1%7,618,216$181.69MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+515,796+13.2%4,419,943$105.42MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+274,143+10.8%2,801,431$66.81MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+262,712+652.0%303,003$7.23MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+184,500+35.3%707,200$16.87MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+122,287+28.2%556,384$13.27MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+37,156—37,156$886.17KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+36,353—36,353$867.02KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+32,484—32,484$774.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+20,169—20,169$481.04KQ2 2026Aug 14, 2026
Marshall Investment Management, LlcBuy+19,777+107.0%38,259$912.48KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+18,478—18,478$440.70KQ2 2026Aug 14, 2026
Sequent Planning LlcSell-16,821-15.5%91,757$2.19MQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-13,040-7.0%173,534$4.14MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+12,449+7.5%177,809$4.24MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+11,747+6.6%189,146$4.51MQ2 2026Aug 14, 2026
&PartnersSell-11,245-7.3%143,090$3.41MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+9,948+28.1%45,359$1.08MQ2 2026Aug 14, 2026
Kkm Financial LlcBuy+8,729+58.7%23,597$562.79KQ2 2026Aug 14, 2026
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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.