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 $1.47B 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 $264.07M in its June 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 $264.85M, representing an estimated gain of +0.29% 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
220
Total Reported Value
$1.47B
Largest Holder
Lpl Financial Llc
Largest Position
$264.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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% | 11,072,185 | $264,071,603 | $264,846,665 | +$775,062 | +0.29% | |
| Wells Fargo & Company/Mn | 0.03% | 7,618,216 | $181,694,449 | $182,227,727 | +$533,278 | +0.29% | |
| Raymond James Financial Inc | 0.03% | 4,419,943 | $105,415,642 | $105,725,037 | +$309,395 | +0.29% | |
| Envestnet Asset Management Inc | 0.02% | 3,862,199 | $92,113,447 | $92,383,800 | +$270,353 | +0.29% | |
| Ameriprise Financial Inc | 0.02% | 3,325,004 | $79,289,029 | $79,534,096 | +$245,067 | +0.31% | |
| D.A. Davidson & Co. | 0.41% | 3,126,282 | $74,561,828 | $74,780,665 | +$218,837 | +0.29% | |
| Royal Bank Of Canada | 0.01% | 2,801,431 | $66,814,000 | $67,010,230 | +$196,230 | +0.29% | |
| Ergawealth Advisors, Inc. | 24.54% | 2,649,267 | $63,185,013 | $63,370,467 | +$185,454 | +0.29% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,981,125 | $47,249,833 | $47,388,510 | +$138,677 | +0.29% | |
| Cetera Investment Advisers | 0.04% | 1,925,998 | $45,935,054 | $46,069,872 | +$134,818 | +0.29% | |
| Cwm, Llc | 0.05% | 861,379 | $19,768,641 | $20,604,186 | +$835,545 | +4.23% | |
| Janney Montgomery Scott Llc | 0.03% | 750,989 | $17,911,000 | $17,963,657 | +$52,657 | +0.29% | |
| Two Sigma Investments, Lp | 0.01% | 707,200 | $16,866,720 | $16,916,224 | +$49,504 | +0.29% | |
| Stifel Financial Corp | 0.01% | 597,670 | $14,254,534 | $14,296,266 | +$41,732 | +0.29% | |
| Osaic Holdings, Inc. | 0.02% | 556,384 | $13,270,482 | $13,308,705 | +$38,223 | +0.29% | |
| Baird Financial Group, Inc. | 0.02% | 482,564 | $11,509,151 | $11,542,931 | +$33,780 | +0.29% | |
| Advisor Os, Llc | 0.70% | 440,389 | $10,503,270 | $10,534,105 | +$30,835 | +0.29% | |
| Mjp Associates Inc | 1.14% | 438,628 | $10,461,270 | $10,491,982 | +$30,712 | +0.29% | |
| Sun Financial Inc | 4.78% | 422,859 | $10,131,697 | $10,114,787 | -$16,910 | -0.17% | |
| Hub Investment Partners, Llc | 0.18% | 412,413 | $9,836,053 | $9,864,919 | +$28,866 | +0.29% | |
| Snowden Capital Advisors Llc | 0.23% | 409,600 | $9,768,966 | $9,797,632 | +$28,666 | +0.29% | |
| Shp Wealth Management | 0.66% | 402,531 | $9,600,367 | $9,628,542 | +$28,175 | +0.29% | |
| Arq Wealth Advisors, Llc | 1.01% | 341,988 | $8,152,994 | $8,180,353 | +$27,359 | +0.34% | |
| Creativeone Wealth, Llc | 0.16% | 311,223 | $7,422,660 | $7,444,454 | +$21,794 | +0.29% | |
| Ameritas Advisory Services, Llc | 0.15% | 303,003 | $7,226,629 | $7,247,832 | +$21,203 | +0.29% | |
| Arax Advisory Partners | 0.05% | 293,695 | $7,004,638 | $7,025,184 | +$20,546 | +0.29% | |
| Truist Financial Corp | 0.01% | 285,468 | $6,808,414 | $6,828,395 | +$19,981 | +0.29% | |
| Equitable Holdings, Inc. | 0.04% | 273,877 | $6,531,977 | $6,551,138 | +$19,161 | +0.29% | |
| Rockefeller Capital Management L.P. | 0.01% | 270,393 | $6,448,895 | $6,467,801 | +$18,906 | +0.29% | |
| Cooper Financial Group | 0.51% | 258,359 | $6,161,852 | $6,179,947 | +$18,095 | +0.29% | |
| Archer Investment Corp | 1.17% | 256,019 | $6,106,048 | $6,123,974 | +$17,926 | +0.29% | |
| Rivertree Advisors, Llc | 3.57% | 253,238 | $6,039,719 | $6,057,453 | +$17,734 | +0.29% | |
| Kestra Advisory Services, Llc | 0.02% | 244,991 | $5,843,040 | $5,860,185 | +$17,145 | +0.29% | |
| Mml Investors Services, Llc | 0.01% | 231,315 | $5,516,864 | $5,533,055 | +$16,191 | +0.29% | |
| Hbw Advisory Services Llc | 0.49% | 226,905 | $5,411,684 | $5,427,568 | +$15,884 | +0.29% | |
| Farther Finance Advisors, Llc | 0.04% | 221,026 | $5,271,481 | $5,286,942 | +$15,461 | +0.29% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 219,137 | $5,243,942 | $5,241,757 | -$2,185 | -0.04% | |
| Chicago Partners Investment Group Llc | 0.10% | 214,232 | $5,079,450 | $5,124,429 | +$44,979 | +0.89% | |
| Foresight Capital Management Advisors, Inc. | 2.46% | 211,875 | $5,053,219 | $5,068,050 | +$14,831 | +0.29% | |
| Elevation Wealth Partners, Llc | 1.48% | 206,649 | $4,928,580 | $4,943,044 | +$14,464 | +0.29% | |
| Integrity Wealth Partners, Llc | 4.25% | 205,814 | $4,723,434 | $4,923,071 | +$199,637 | +4.23% | |
| Independent Financial Group, Llc | 0.09% | 194,932 | $4,649,128 | $4,662,773 | +$13,645 | +0.29% | |
| Ausdal Financial Partners, Inc. | 0.18% | 189,146 | $4,511,128 | $4,524,372 | +$13,244 | +0.29% | |
| Rfg Advisory, Llc | 0.07% | 188,692 | $4,500,309 | $4,513,513 | +$13,204 | +0.29% | |
| Perennial Investment Advisors, Llc | 0.28% | 177,809 | $4,240,641 | $4,253,191 | +$12,550 | +0.30% | |
| Mutual Advisors, Llc | 0.08% | 173,534 | $4,138,786 | $4,150,933 | +$12,147 | +0.29% | |
| First Trust Advisors Lp | 0.00% | 173,020 | $4,126,527 | $4,138,638 | +$12,111 | +0.29% | |
| Harbour Investments, Inc. | 0.05% | 169,192 | $4,035,237 | $4,047,073 | +$11,836 | +0.29% | |
| Concurrent Investment Advisors, Llc | 0.03% | 165,981 | $3,958,641 | $3,970,266 | +$11,625 | +0.29% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 163,360 | $3,896,131 | $3,907,571 | +$11,440 | +0.29% |
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.