FIRST TR EXCHANGE-TRADED FD 13F Institutional Holdings

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+296,151

7 institutions added · 7 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+296,151

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
Triad Wealth Partners, LLC	0.21%	—	#1	$3.6M	179,050	$0	+179,050	New Buy
OLD MISSION CAPITAL LLC	0.02%	—	#4	$1.1M	55,368	$0	+55,368	New Buy
Western Wealth Management, LLC	0.01%	—	#5	$366,742	18,075	$0	+18,075	New Buy
MSH Capital Advisors LLC	0.06%	—	#2	$343,713	16,940	$0	+16,940	New Buy
Maridea Wealth Management LLC	0.03%	—	#3	$266,347	13,127	$0	+13,127	New Buy
GREAT VALLEY ADVISOR GROUP, INC.	<0.01%	—	#6	$256,000	12,630	$0	+12,630	New Buy
Aptus Capital Advisors, LLC	<0.01%	—	#7	$19,499	961	$0	+961	New Buy

FIRST TR EXCHANGE-TRADED FD

🧭 Institutional Sector Flow Heatmap