FTHI/FIRST TRUST EXCHANGE-TR (FTHI) Institutional Shareholders
FTHI/FIRST TRUST EXCHANGE-TR (FTHI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.27B in FTHI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTHI tracked by InsiderSet, reporting ownership valued at approximately $221.15M in its March 31, 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 $231.37M, representing an estimated gain of +4.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
219
Total Reported Value
$1.27B
Largest Holder
Lpl Financial Llc
Largest Position
$221.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
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% | 9,636,369 | $221,154,651 | $231,369,220 | +$10,214,569 | +4.62% | |
| Wells Fargo & Company/Mn | 0.03% | 6,857,331 | $157,375,739 | $164,644,517 | +$7,268,778 | +4.62% | |
| Raymond James Financial Inc | 0.03% | 3,904,147 | $89,600,187 | $93,738,569 | +$4,138,382 | +4.62% | |
| Envestnet Asset Management Inc | 0.02% | 3,783,188 | $86,824,157 | $90,834,344 | +$4,010,187 | +4.62% | |
| D.A. Davidson & Co. | 0.41% | 3,126,282 | $74,561,828 | $75,062,031 | +$500,203 | +0.67% | |
| Royal Bank Of Canada | 0.01% | 2,527,288 | $58,001,000 | $60,680,185 | +$2,679,185 | +4.62% | |
| Ergawealth Advisors, Inc. | 24.02% | 2,367,488 | $54,333,845 | $56,843,387 | +$2,509,542 | +4.62% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,981,125 | $47,249,833 | $47,566,811 | +$316,978 | +0.67% | |
| Ameriprise Financial Inc | 0.01% | 2,001,347 | $45,911,231 | $48,052,341 | +$2,141,110 | +4.66% | |
| Cetera Investment Advisers | 0.04% | 1,816,393 | $41,686,211 | $43,611,596 | +$1,925,385 | +4.62% | |
| Cwm, Llc | 0.05% | 861,379 | $19,768,641 | $20,681,710 | +$913,069 | +4.62% | |
| Stifel Financial Corp | 0.01% | 593,180 | $13,613,532 | $14,242,252 | +$628,720 | +4.62% | |
| Two Sigma Investments, Lp | 0.01% | 522,700 | $11,995,965 | $12,550,027 | +$554,062 | +4.62% | |
| Osaic Holdings, Inc. | 0.01% | 434,097 | $9,962,937 | $10,422,669 | +$459,732 | +4.61% | |
| Hub Investment Partners, Llc | 0.18% | 412,413 | $9,836,053 | $9,902,036 | +$65,983 | +0.67% | |
| Sun Financial Inc | 4.84% | 401,866 | $9,652,816 | $9,648,803 | -$4,013 | -0.04% | |
| Advisor Os, Llc | 0.68% | 411,435 | $9,442,427 | $9,878,554 | +$436,127 | +4.62% | |
| Mjp Associates Inc | 1.14% | 409,674 | $9,402,012 | $9,836,273 | +$434,261 | +4.62% | |
| Snowden Capital Advisors Llc | 0.24% | 394,242 | $9,047,851 | $9,465,750 | +$417,899 | +4.62% | |
| Shp Wealth Management | 0.65% | 374,265 | $8,589,336 | $8,986,103 | +$396,767 | +4.62% | |
| Arq Wealth Advisors, Llc | 1.01% | 341,988 | $8,152,994 | $8,211,132 | +$58,138 | +0.71% | |
| Creativeone Wealth, Llc | 0.17% | 311,521 | $7,149,397 | $7,479,619 | +$330,222 | +4.62% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 300,049 | $6,886,114 | $7,204,176 | +$318,062 | +4.62% | |
| Truist Financial Corp | 0.01% | 285,468 | $6,808,414 | $6,854,087 | +$45,673 | +0.67% | |
| Baird Financial Group, Inc. | 0.01% | 292,101 | $6,703,718 | $7,013,345 | +$309,627 | +4.62% | |
| Cooper Financial Group | 0.51% | 258,359 | $6,161,852 | $6,203,200 | +$41,348 | +0.67% | |
| Rivertree Advisors, Llc | 3.57% | 253,238 | $6,039,719 | $6,080,244 | +$40,525 | +0.67% | |
| Rockefeller Capital Management L.P. | 0.01% | 256,623 | $5,889,518 | $6,161,518 | +$272,000 | +4.62% | |
| Kestra Advisory Services, Llc | 0.02% | 244,991 | $5,843,040 | $5,882,234 | +$39,194 | +0.67% | |
| Equitable Holdings, Inc. | 0.03% | 229,137 | $5,412,216 | $5,501,579 | +$89,363 | +1.65% | |
| Hbw Advisory Services Llc | 0.49% | 226,905 | $5,411,684 | $5,447,989 | +$36,305 | +0.67% | |
| Archer Investment Corp | 1.15% | 234,922 | $5,391,448 | $5,640,477 | +$249,029 | +4.62% | |
| Farther Finance Advisors, Llc | 0.04% | 221,026 | $5,271,481 | $5,306,834 | +$35,353 | +0.67% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 219,137 | $5,243,942 | $5,261,479 | +$17,537 | +0.33% | |
| Arax Advisory Partners | 0.15% | 224,002 | $5,140,851 | $5,378,288 | +$237,437 | +4.62% | |
| Chicago Partners Investment Group Llc | 0.10% | 214,232 | $5,079,450 | $5,143,710 | +$64,260 | +1.27% | |
| Foresight Capital Management Advisors, Inc. | 2.46% | 211,875 | $5,053,219 | $5,087,119 | +$33,900 | +0.67% | |
| Elevation Wealth Partners, Llc | 1.48% | 206,649 | $4,928,580 | $4,961,642 | +$33,062 | +0.67% | |
| Integrity Wealth Partners, Llc | 4.25% | 205,814 | $4,723,434 | $4,941,594 | +$218,160 | +4.62% | |
| Independent Financial Group, Llc | 0.09% | 194,932 | $4,649,128 | $4,680,317 | +$31,189 | +0.67% | |
| Rfg Advisory, Llc | 0.07% | 188,692 | $4,500,309 | $4,530,495 | +$30,186 | +0.67% | |
| Mutual Advisors, Llc | 0.09% | 186,574 | $4,281,873 | $4,479,642 | +$197,769 | +4.62% | |
| Ausdal Financial Partners, Inc. | 0.18% | 177,399 | $4,071,298 | $4,259,350 | +$188,052 | +4.62% | |
| Concurrent Investment Advisors, Llc | 0.03% | 165,981 | $3,958,641 | $3,985,204 | +$26,563 | +0.67% | |
| Perennial Investment Advisors, Llc | 0.30% | 165,360 | $3,795,046 | $3,970,294 | +$175,248 | +4.62% | |
| First Trust Advisors Lp | 0.00% | 163,601 | $3,754,642 | $3,928,060 | +$173,418 | +4.62% | |
| Harbour Investments, Inc. | 0.06% | 158,308 | $3,633,182 | $3,800,975 | +$167,793 | +4.62% | |
| &Partners | 0.02% | 154,335 | $3,541,989 | $3,705,583 | +$163,594 | +4.62% | |
| Integrated Wealth Concepts Llc | 0.03% | 150,330 | $3,450,082 | $3,609,423 | +$159,341 | +4.62% | |
| Mml Investors Services, Llc | 0.01% | 149,935 | $3,441,018 | $3,599,939 | +$158,921 | +4.62% |
Frequently asked questions about FTHI
Who owns the most FTHI stock?
The largest holders of FTHI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FTHI/FIRST TRUST EXCHANGE-TR (FTHI).
Is FTHI widely held by superinvestors?
Many widely followed stocks like FTHI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTHI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.