FTHI Institutional Ownership & Shareholders
FTHI/FIRST TRUST EXCHANGE-TR (FTHI) is currently held by 228 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.52B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTHI tracked by InsiderSet, reporting ownership valued at approximately $276.98M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $264.65M, representing an estimated loss of -4.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed FTHI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FTHI/FIRST TRUST EXCHANGE-TR (FTHI).
This page ranks the largest institutional FTHI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
228
Total Reported Value
$1.52B
Largest Holder
Lpl Financial Llc
Largest Position
$276.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.06% | 11,741,225 | $276,975,479 | $264,647,212 | -$12,328,268 | -4.45% | |
| Wells Fargo & Company/Mn | 0.03% | 7,618,216 | $181,694,449 | $171,714,589 | -$9,979,860 | -5.49% | |
| Raymond James Financial Inc | 0.03% | 4,419,943 | $105,415,642 | $99,625,515 | -$5,790,127 | -5.49% | |
| Envestnet Asset Management Inc | 0.02% | 3,862,199 | $92,113,447 | $87,053,965 | -$5,059,482 | -5.49% | |
| Ameriprise Financial Inc | 0.02% | 3,325,004 | $79,289,029 | $74,945,590 | -$4,343,439 | -5.48% | |
| D.A. Davidson & Co. | 0.42% | 3,305,496 | $77,976,647 | $74,505,880 | -$3,470,767 | -4.45% | |
| Royal Bank Of Canada | 0.01% | 2,801,431 | $66,814,000 | $63,144,255 | -$3,669,745 | -5.49% | |
| Ergawealth Advisors, Inc. | 25.33% | 2,721,331 | $64,196,202 | $61,338,801 | -$2,857,401 | -4.45% | |
| Cetera Investment Advisers | 0.04% | 1,925,998 | $45,935,054 | $43,411,995 | -$2,523,059 | -5.49% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,842,874 | $43,473,403 | $41,538,380 | -$1,935,023 | -4.45% | |
| Elevation Point Wealth Partners, Llc | 0.43% | 990,100 | $23,356,459 | $22,316,854 | -$1,039,605 | -4.45% | |
| Cwm, Llc | 0.05% | 861,379 | $19,768,641 | $19,415,483 | -$353,158 | -1.79% | |
| Janney Montgomery Scott Llc | 0.03% | 750,989 | $17,911,000 | $16,927,292 | -$983,708 | -5.49% | |
| Two Sigma Investments, Lp | 0.01% | 707,200 | $16,866,720 | $15,940,288 | -$926,432 | -5.49% | |
| Stifel Financial Corp | 0.01% | 597,670 | $14,254,534 | $13,471,482 | -$783,052 | -5.49% | |
| Osaic Holdings, Inc. | 0.02% | 556,384 | $13,270,482 | $12,540,895 | -$729,587 | -5.50% | |
| Baird Financial Group, Inc. | 0.02% | 482,564 | $11,509,151 | $10,876,993 | -$632,158 | -5.49% | |
| Advisor Os, Llc | 0.75% | 482,586 | $11,384,197 | $10,877,488 | -$506,709 | -4.45% | |
| Farther Finance Advisors, Llc | 0.08% | 454,615 | $10,724,359 | $10,247,022 | -$477,337 | -4.45% | |
| Mjp Associates Inc | 1.14% | 438,628 | $10,461,270 | $9,886,675 | -$574,595 | -5.49% | |
| Sun Financial Inc | 4.78% | 422,859 | $10,131,697 | $9,531,242 | -$600,455 | -5.93% | |
| Hub Investment Partners, Llc | 0.18% | 415,182 | $9,794,136 | $9,358,202 | -$435,934 | -4.45% | |
| Snowden Capital Advisors Llc | 0.23% | 409,600 | $9,768,966 | $9,232,384 | -$536,582 | -5.49% | |
| Shp Wealth Management | 0.66% | 402,531 | $9,600,367 | $9,073,049 | -$527,318 | -5.49% | |
| Kestra Advisory Services, Llc | 0.02% | 365,630 | $8,625,207 | $8,241,300 | -$383,907 | -4.45% | |
| Arq Wealth Advisors, Llc | 1.03% | 365,397 | $8,619,721 | $8,236,048 | -$383,673 | -4.45% | |
| Archer Investment Corp | 1.40% | 324,409 | $7,652,800 | $7,312,179 | -$340,621 | -4.45% | |
| Creativeone Wealth, Llc | 0.16% | 311,223 | $7,422,660 | $7,014,966 | -$407,694 | -5.49% | |
| Ameritas Advisory Services, Llc | 0.15% | 303,003 | $7,226,629 | $6,829,688 | -$396,941 | -5.49% | |
| Truist Financial Corp | 0.01% | 298,104 | $7,032,267 | $6,719,264 | -$313,003 | -4.45% | |
| Arax Advisory Partners | 0.05% | 293,695 | $7,004,638 | $6,619,885 | -$384,753 | -5.49% | |
| Cooper Financial Group | 0.53% | 283,433 | $6,686,184 | $6,388,580 | -$297,604 | -4.45% | |
| Equitable Holdings, Inc. | 0.04% | 273,877 | $6,531,977 | $6,173,188 | -$358,789 | -5.49% | |
| Rockefeller Capital Management L.P. | 0.01% | 270,393 | $6,448,895 | $6,094,658 | -$354,237 | -5.49% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 259,251 | $6,196,101 | $5,843,518 | -$352,583 | -5.69% | |
| Integrity Wealth Partners, Llc | 4.64% | 253,694 | $5,984,635 | $5,718,263 | -$266,372 | -4.45% | |
| Mml Investors Services, Llc | 0.01% | 231,315 | $5,516,864 | $5,213,840 | -$303,024 | -5.49% | |
| Rfg Advisory, Llc | 0.08% | 233,355 | $5,504,851 | $5,259,822 | -$245,029 | -4.45% | |
| Chicago Partners Investment Group Llc | 0.10% | 231,214 | $5,396,541 | $5,211,564 | -$184,977 | -3.43% | |
| Elevation Wealth Partners, Llc | 1.38% | 208,256 | $4,912,751 | $4,694,090 | -$218,661 | -4.45% | |
| Foresight Capital Management Advisors, Inc. | 2.28% | 195,627 | $4,614,841 | $4,409,433 | -$205,408 | -4.45% | |
| Ausdal Financial Partners, Inc. | 0.18% | 189,146 | $4,511,128 | $4,263,351 | -$247,777 | -5.49% | |
| Prospera Financial Services Inc | 0.06% | 182,900 | $4,260,134 | $4,122,566 | -$137,568 | -3.23% | |
| Perennial Investment Advisors, Llc | 0.28% | 177,809 | $4,240,641 | $4,007,815 | -$232,826 | -5.49% | |
| Independent Financial Group, Llc | 0.08% | 178,362 | $4,207,554 | $4,020,279 | -$187,275 | -4.45% | |
| Mutual Advisors, Llc | 0.08% | 173,534 | $4,138,786 | $3,911,456 | -$227,330 | -5.49% | |
| First Trust Advisors Lp | 0.00% | 173,020 | $4,126,527 | $3,899,871 | -$226,656 | -5.49% | |
| Arwa Llc | 1.51% | 171,902 | $4,118,784 | $3,874,671 | -$244,113 | -5.93% | |
| Concurrent Investment Advisors, Llc | 0.03% | 171,580 | $4,047,562 | $3,867,413 | -$180,149 | -4.45% | |
| Harbour Investments, Inc. | 0.05% | 169,192 | $4,035,237 | $3,813,588 | -$221,649 | -5.49% |
Frequently asked questions about FTHI
Who are the largest institutional holders of FTHI?
The largest institutional holders of FTHI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, Envestnet Asset Management Inc, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported FTHI position.
What is FTHI institutional ownership?
This page tracks FTHI positions reported by institutional investment managers through SEC Form 13F. FTHI/FIRST TRUST EXCHANGE-TR (FTHI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTHI?
InsiderSet currently tracks 228 institutional managers reporting FTHI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTHI shareholders.
How much FTHI stock do institutions own?
Institutional investment managers disclosed approximately $1.52B in FTHI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTHI institutional ownership last updated?
The latest FTHI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTHI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTHI position after the reporting date.
Are institutions buying or selling FTHI?
Institutional buying and selling can be analyzed by comparing FTHI positions across consecutive 13F reporting periods. InsiderSet's FTHI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTHI ownership changes.
How has FTHI institutional ownership changed over time?
InsiderSet tracks FTHI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.