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29 April 2026
CUSIP 33733G109

FIRST TR SPECIALTY FIN & FIN

74 institutions · $23.3M total · 7,049,561 shares

#ManagerSharesValue% of TotalPeriod
1LPL Financial LLC1,039,701$4.5M14.74%2025-03-31
2Saba Capital Management, L.P.699,009$3.0M9.91%2025-03-31
3MORGAN STANLEY666,793$2.9M9.45%2025-03-31
4PFG Investments, LLC554,102$2.1M7.86%2024-03-31
5Almitas Capital LLC213,254$917.0K3.02%2025-03-31
6Matisse Capital205,217$773.7K2.91%2024-03-31
7RIVERNORTH CAPITAL MANAGEMENT, LLC177,521$763.3K2.51%2025-03-31
8Alpine Global Management, LLC159,500$671.5K2.26%2024-12-31
9ABSOLUTE INVESTMENT ADVISERS LLC147,697$635.1K2.09%2025-03-31
10Consolidated Portfolio Review Corp144,443$587.9K2.04%2024-09-30
11Atomi Financial Group, Inc.132,443$569.5K1.87%2025-03-31
12CSS LLC/IL124,039$533.4K1.75%2025-03-31
13FLAGSHIP HARBOR ADVISORS, LLC119,854$466.2K1.70%2025-12-31
14Raymond James Financial Services Advisors, Inc.102,533$417.3K1.45%2024-09-30
15North Ground Capital96,932$381.6K1.37%2025-03-31
16Atlas Wealth LLC79,231$313.0K1.12%2024-06-30
17RAYMOND JAMES FINANCIAL INC71,673$301.7K1.01%2025-03-31
18WELLS FARGO & COMPANY/MN68,599$295.0K0.97%2025-03-31
19UHLMANN PRICE SECURITIES, LLC64,884$279.0K0.92%2025-06-30
20SYM FINANCIAL Corp59,171$254.4K0.83%2025-03-31
21Quarry LP56,895$244.6K0.80%2025-03-31
22Good Life Advisors, LLC51,538$221.6K0.73%2025-03-31
23ADVISOR GROUP HOLDINGS, INC.41,107$173.1K0.58%2025-06-30
24NWF Advisory Services Inc.39,950$143.0K0.56%2025-12-31
25SUSQUEHANNA INTERNATIONAL GROUP, LLP31,094$133.7K0.44%2025-03-31
26Shaker Financial Services, LLC31,134$131.1K0.44%2024-12-31
27LANDSCAPE CAPITAL MANAGEMENT, L.L.C.31,391$118.3K0.44%2024-03-31
28Csenge Advisory Group23,980$92.3K0.34%2025-03-31
29Logan Stone Capital, LLC27,227$91.8K0.38%2023-12-31
30Private Advisor Group, LLC20,958$88.2K0.29%2024-12-31
31Mendel Capital Management LLC19,940$85.7K0.28%2025-03-31
32TWO SIGMA SECURITIES, LLC19,854$83.6K0.28%2024-12-31
33Advisory Services Network, LLC17,478$68.0K0.24%2024-09-30
34Quad-Cities Investment Group, LLC19,223$64.8K0.27%2023-12-31
35Ausdal Financial Partners, Inc.14,788$63.6K0.20%2025-03-31
36BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15,011$61.1K0.21%2024-09-30
37CITADEL ADVISORS LLC13,290$57.1K0.18%2025-03-31
38SILVERHAWK ASSET MANAGEMENT, LLC16,551$54.0K0.23%2023-09-30
39KPP Advisory Services LLC12,500$53.8K0.17%2025-03-31
40BDO Wealth Advisors, LLC16,456$53.6K0.23%2023-09-30
41Cetera Investment Advisers12,390$53.3K0.17%2025-03-31
42L.M. KOHN & COMPANY11,800$50.7K0.16%2025-03-31
43Cetera Advisors LLC13,290$50.1K0.18%2024-03-31
44JANE STREET GROUP, LLC11,687$47.6K0.16%2024-09-30
45Atria Wealth Solutions, Inc.11,000$47.3K0.15%2025-03-31
46Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors12,281$46.3K0.17%2024-03-31
47HARTLINE INVESTMENT CORP/12,281$46.3K0.17%2024-03-31
48Belpointe Asset Management LLC10,252$44.1K0.14%2025-03-31
49Equitable Holdings, Inc.10,000$43.0K0.14%2025-03-31
50American Portfolios Advisors4,104$25.5K0.05%2023-03-31
51Steward Partners Investment Advisory, LLC7,408$25.0K0.10%2023-12-31
52IFP Advisors, Inc5,198$21.6K0.07%2025-06-30
53MONEY CONCEPTS CAPITAL CORP5,750$17.6K0.08%2023-03-31
54Lindbrook Capital, LLC5,000$16.9K0.07%2023-12-31
55Park Square Financial Group, LLC3,197$13.7K0.04%2025-03-31
56US BANCORP \DE\2,900$12.5K0.04%2025-03-31
57JPMORGAN CHASE & CO3,210$11.5K0.04%2024-12-31
58WOLVERINE ASSET MANAGEMENT LLC2,418$10.4K0.03%2025-03-31
59Royal Bank of Canada1,650$7.0K0.02%2025-09-30
60HARBOUR INVESTMENTS, INC.1,590$5.0K0.02%2023-06-30
61SIT INVESTMENT ASSOCIATES INC1,145,200$4.9K16.24%2025-03-31
62NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO701$3.0K0.00%2024-12-31
63UBS Group AG201$8640.00%2025-03-31
64COMMONWEALTH EQUITY SERVICES, LLC173,046$7442.45%2025-03-31
65NewEdge Advisors, LLC150$4590.00%2023-03-31
66NBC SECURITIES, INC.72,081$3091.02%2025-03-31
67BANK OF AMERICA CORP /DE/50$2150.00%2025-03-31
68CWM, LLC21,765$940.30%2025-03-31
69Cambridge Investment Research Advisors, Inc.19,957$860.28%2025-03-31
70WEDBUSH SECURITIES INC11,522$500.16%2025-03-31
71Virtu Financial LLC10,220$430.14%2024-12-31
72FMR LLC1$40.00%2024-03-31
73Tower Research Capital LLC (TRC)300$10.00%2023-03-31
74CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-03-31