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Fthi T Trust Exchange-Tr (FTHI)

CUSIP: 33738R308 | NYSE | 406 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.16,829,67115.7%+395,578Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.16,829,671
15.7% of class · Sep 30, 2026+395,578
No 13F filer matched

Institutional Holders — Q3 2026

D.A. Davidson & Co.3,305,496
0.4% of portfolio›$78.0M
Ergawealth Advisors, Inc.2,721,331
25.3% of portfolio›$64.2M
Commonwealth Equity Services, LLC1,842,874
0.1% of portfolio›$43.5M
Elevation Point Wealth Partners, LLC990,100
0.4% of portfolio›$23.4M
Advisor OS, LLC482,586
0.8% of portfolio›$11.4M
Farther Finance Advisors, LLC454,615
0.1% of portfolio›$10.7M
HUB Investment Partners, LLC415,182
0.2% of portfolio›$9.8M
Cambridge Investment Research Advisors, Inc.388,647
0.1% of portfolio›$9.2M
Kestra Advisory Services, LLC365,630
0.0% of portfolio›$8.6M
ARQ Wealth Advisors, LLC365,397
1.0% of portfolio›$8.6M
Truist Financial Corp298,104
0.0% of portfolio›$7.0M
Cooper Financial Group283,433
0.5% of portfolio›$6.7M
Wealth Enhancement Advisory Services, LLC259,251
0.0% of portfolio›$6.2M
Integrity Wealth Partners, LLC253,694
4.6% of portfolio›$6.0M
RFG Advisory, LLC233,355
0.1% of portfolio›$5.5M
Chicago Partners Investment Group LLC231,214
0.1% of portfolio›$5.4M
Elevation Wealth Partners, LLC208,256
1.4% of portfolio›$4.9M
Foresight Capital Management Advisors, Inc.195,627
2.3% of portfolio›$4.6M
Prospera Financial Services Inc182,900
0.1% of portfolio›$4.3M
Independent Financial Group, LLC178,362
0.1% of portfolio›$4.2M
Arwa LLC171,902
1.5% of portfolio›$4.1M
Concurrent Investment Advisors, LLC171,580
0.0% of portfolio›$4.0M
Merkkuri Wealth Advisors LLC133,880
1.9% of portfolio›$3.2M
Capital Investment Advisory Services, LLC127,618
0.2% of portfolio›$3.0M
Avior Wealth Management, LLC125,024
0.1% of portfolio›$2.9M
Etesian Wealth Advisors, Inc.121,534
0.8% of portfolio›$2.9M
Mission Financial Group, LLC108,140
2.0% of portfolio›$2.6M
RiverTree Advisors, LLC99,913
1.4% of portfolio›$2.4M
Kingswood Wealth Advisors, LLC97,871
0.1% of portfolio›$2.3M
Brookstone Capital Management85,020
0.0% of portfolio›$2.0M
Davidson Trust Co82,855
0.8% of portfolio›$2.0M
Cornerstone Wealth Management, LLC80,589
0.1% of portfolio›$1.9M
Fermata Advisors, LLC71,675
0.3% of portfolio›$1.7M
Triumph Capital Management70,934
0.3% of portfolio›$1.7M
Anchor Capital Management Group Inc67,000
1.3% of portfolio›$1.6M
LVZ, Inc.66,976
0.2% of portfolio›$1.6M
International Assets Investment Management, LLC66,441
0.1% of portfolio›$1.6M
CoreCap Advisors, LLC65,404
0.0% of portfolio›$1.5M
Balboa Wealth Partners63,780
0.2% of portfolio›$1.5M
Sigma Planning Corp61,921
0.0% of portfolio›$1.5M
IFP Advisors, Inc57,319
0.0% of portfolio›$1.4M
Goldenstone Wealth Management LLC55,856
0.8% of portfolio›$1.3M
Quad-Cities Investment Group, LLC53,671
0.5% of portfolio›$1.3M
American Institute for Advanced Investment Management, LLP51,515
0.7% of portfolio›$1.3M
Signature Equity Partners, LLC49,188
0.4% of portfolio›$1.2M
Oppenheimer & Co Inc47,238
0.0% of portfolio›$1.1M
Accel Wealth Management46,961
0.2% of portfolio›$1.1M
Elevation Wealth Management LLC45,650
0.7% of portfolio›$1.1M
Alessandra Capital Management, LLC45,445
0.8% of portfolio›$1.1M
Kestra Private Wealth Services, LLC40,473
0.0% of portfolio›$954.8K
Southland Equity Partners LLC39,753
0.2% of portfolio›$937.8K
Flagship Harbor Advisors, LLC37,944
0.0% of portfolio›$895.1K
Golden State Wealth Management, LLC36,030
0.1% of portfolio›$849.9K
PMG Family Office LLC31,786
0.7% of portfolio›$749.8K
Private Client Services, LLC31,291
0.2% of portfolio›$738.2K
Adamsbrown Wealth Consultants LLC30,514
0.1% of portfolio›$719.8K
Puff Wealth Management, LLC29,144
0.6% of portfolio›$687.5K
Independent Wealth Network Inc.28,160
0.2% of portfolio›$664.3K
Integrity Alliance, Llc.28,083
0.0% of portfolio›$662.5K
Core Wealth Partners LLC26,973
0.3% of portfolio›$636.3K
Asset Allocation Strategies LLC26,523
0.1% of portfolio›$625.7K
Novem Group23,028
0.1% of portfolio›$543.2K
Main Line Retirement Advisors, LLC20,900
0.2% of portfolio›$493.0K
Langley Wealth Management, LLC20,848
0.5% of portfolio›$491.8K
Sovran Advisors, LLC20,752
0.0% of portfolio›$489.8K
Insight Advisors, LLC/ PA20,136
0.1% of portfolio›$475.0K
Wesbanco Bank Inc19,739
0.0% of portfolio›$465.6K
Signature Estate & Investment Advisors LLC19,719
0.0% of portfolio›$465.2K
Cyndeo Wealth Partners, LLC19,102
0.0% of portfolio›$450.6K
Castle Rock Wealth Management, LLC16,434
0.1% of portfolio›$393.4K
StoneX Group Inc.16,179
0.0% of portfolio›$381.7K
Treasure Coast Financial Planning15,501
0.2% of portfolio›$365.7K
Clear Creek Financial Management, LLC15,062
0.0% of portfolio›$355.3K
Redmond Asset Management, LLC14,357
0.1% of portfolio›$338.7K
Insight Wealth Strategies, LLC14,256
0.0% of portfolio›$336.3K
Patriot Financial Group Insurance Agency, LLC13,600
0.0% of portfolio›$320.8K
TrueWealth Advisors, LLC13,248
0.1% of portfolio›$312.5K
Ignite Planners, LLC12,050
0.0% of portfolio›$284.3K
Richmond Investment Services, LLC12,043
0.1% of portfolio›$284.1K
Private Trust Co NA11,353
0.0% of portfolio›$267.8K
Valley Brook Capital Group, Inc.11,326
0.2% of portfolio›$267.2K
IMG Wealth Management, Inc.10,932
0.1% of portfolio›$257.9K
Aurora Private Wealth, Inc.10,813
0.3% of portfolio›$255.0K
Wealthcare Advisory Partners LLC10,436
0.0% of portfolio›$246.2K
Total Clarity Wealth Management, Inc.10,279
0.0% of portfolio›$242.5K
Ferguson Shapiro LLC10,257
0.1% of portfolio›$242.0K
PFG Advisors10,026
0.0% of portfolio›$236.5K
BlueChip Wealth Advisors LLC10,000
0.1% of portfolio›$235.9K
United Advisor Group, LLC9,668
0.0% of portfolio›$228.1K
Accurate Wealth Management, LLC9,269
0.0% of portfolio›$222.1K
MBE Wealth Management, LLC9,157
0.1% of portfolio›$216.0K
Rooted Wealth Advisors, Inc.8,443
0.0% of portfolio›$201.4K
SYM Financial Corp7,000
0.0% of portfolio›$165.1K
Harbor Investment Advisory, LLC5,767
0.0% of portfolio›$136.0K
James T. Borello RIA5,756
0.0% of portfolio›$135.8K
Thurston, Springer, Miller, Herd & Titak, Inc.5,749
0.2% of portfolio›$135.6K
Ashton Thomas Private Wealth, LLC5,606
0.0% of portfolio›$132.2K
Gilpin Wealth Management, LLC3,060
0.0% of portfolio›$72.2K
Lanark Financial, Inc.2,996
0.0% of portfolio›$70.7K
Navigoe, LLC1,779
0.0% of portfolio›$41
SBI Securities Co., Ltd.1,209
0.0% of portfolio›$28.5K
Ascentis Independent Advisors1,129
0.0% of portfolio›$26.6K
Gamma Investing LLC559
0.0% of portfolio›$13.2K
Assetmark, Inc519
0.0% of portfolio›$12.2K
GoalVest Advisory LLC177
0.0% of portfolio›$4.2K
Canton Hathaway, LLC30
0.0% of portfolio›$708
Dhjj Financial Advisors, Ltd.14
0.0% of portfolio›$331
StyleTurnoverLocationFiled
D.A. Davidson & Co.
3,305,496$78.0M0.4%CoreLowGreat Falls, MT2026-10-28
Ergawealth Advisors, Inc.
2,721,331$64.2M25.3%ETFMediumOak Brook, IL2026-10-21
Commonwealth Equity Services, LLC
1,842,874$43.5M0.1%ETFLowWaltham, MA2026-11-02
Elevation Point Wealth Partners, LLC
990,100$23.4M0.4%CoreHighDenver, CO2026-11-05
Advisor OS, LLC
482,586$11.4M0.8%ETFMediumChicago, IL2026-11-03
Farther Finance Advisors, LLC
454,615$10.7M0.1%IndexLowSan Francisco, CA2026-10-08
HUB Investment Partners, LLC
415,182$9.8M0.2%GrowthLowAustin, TX2026-11-03
Cambridge Investment Research Advisors, Inc.
388,647$9.2M0.1%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
365,630$8.6M0.0%CoreLowAustin, TX2026-11-02
ARQ Wealth Advisors, LLC
365,397$8.6M1.0%ETFLowScottsdale, AZ2026-10-29
Truist Financial Corp
298,104$7.0M0.0%CoreLowCharlotte, NC2026-10-30
Cooper Financial Group
283,433$6.7M0.5%GrowthMediumIrvine, CA2026-10-07
Wealth Enhancement Advisory Services, LLC
259,251$6.2M0.0%CoreLowPlymouth, MN2026-10-13
Integrity Wealth Partners, LLC
253,694$6.0M4.6%ETFN/AWalnut Creek, CA2026-10-14
RFG Advisory, LLC
233,355$5.5M0.1%ETFMediumBirmingham, AL2026-11-03
Chicago Partners Investment Group LLC
231,214$5.4M0.1%GARPLowChicago, IL2026-10-27
Elevation Wealth Partners, LLC
208,256$4.9M1.4%ETFLowWalnut Creek, CA2026-10-07
Foresight Capital Management Advisors, Inc.
195,627$4.6M2.3%CoreMediumSaline, MI2026-10-27
Prospera Financial Services Inc
182,900$4.3M0.1%CoreMediumDallas, TX2026-11-04
Independent Financial Group, LLC
178,362$4.2M0.1%GrowthLowSan Diego, CA2026-10-13
Arwa LLC
171,902$4.1M1.5%ETFMediumFort Worth, TX2026-10-21
Concurrent Investment Advisors, LLC
171,580$4.0M0.0%GrowthMediumTampa, FL2026-10-16
Merkkuri Wealth Advisors LLC
133,880$3.2M1.9%ETFMediumHicksville, NY2026-11-03
Capital Investment Advisory Services, LLC
127,618$3.0M0.2%CoreMediumRaleigh, NC2026-10-30
Avior Wealth Management, LLC
125,024$2.9M0.1%ETFMediumOmaha, NE2026-10-13
Etesian Wealth Advisors, Inc.
121,534$2.9M0.8%ETFLowWest Linn, OR2026-10-27
Mission Financial Group, LLC
108,140$2.6M2.0%ETFN/AHonolulu, HI2026-10-21
RiverTree Advisors, LLC
99,913$2.4M1.4%ETFMediumWinter Park, FL2026-10-13
Kingswood Wealth Advisors, LLC
97,871$2.3M0.1%GrowthLowSan Diego, CA2026-10-23
Brookstone Capital Management
85,020$2.0M0.0%ETFMediumWheaton, IL2026-10-22
Davidson Trust Co
82,855$2.0M0.8%CoreLowSeattle, WA2026-10-09
Cornerstone Wealth Management, LLC
80,589$1.9M0.1%ETFVery LowSt. Peters, MO2026-11-04
Fermata Advisors, LLC
71,675$1.7M0.3%ETFLowSonoma, CA2026-10-13
Triumph Capital Management
70,934$1.7M0.3%ETFMediumDenver, CO2026-10-14
Anchor Capital Management Group Inc
67,000$1.6M1.3%ETFLowAliso Viejo, CA2026-11-02
LVZ, Inc.
66,976$1.6M0.2%ETFLowHolland, MI2026-10-20
International Assets Investment Management, LLC
66,441$1.6M0.1%CoreVery HighOrlando, FL2026-11-02
CoreCap Advisors, LLC
65,404$1.5M0.0%ETFMediumSouthfield, MI2026-10-08
Balboa Wealth Partners
63,780$1.5M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Sigma Planning Corp
61,921$1.5M0.0%GrowthMediumAnn Arbor, MI2026-10-23
IFP Advisors, Inc
57,319$1.4M0.0%GrowthLowTampa, FL2026-10-16
Goldenstone Wealth Management LLC
55,856$1.3M0.8%GrowthLowEl Dorado Hills, CA2026-11-04
Quad-Cities Investment Group, LLC
53,671$1.3M0.5%CoreLowDavenport, IA2026-10-16
American Institute for Advanced Investment Management, LLP
51,515$1.3M0.7%ETFLowScottsdale, AZ2026-11-03
Signature Equity Partners, LLC
49,188$1.2M0.4%GrowthMediumColumbus, OH2026-10-29
Oppenheimer & Co Inc
47,238$1.1M0.0%CoreLowNew York, NY2026-10-26
Accel Wealth Management
46,961$1.1M0.2%ETFLowWaverly, IA2026-10-13
Elevation Wealth Management LLC
45,650$1.1M0.7%Agg GrowthLowEden Prairie, MN2026-11-02
Alessandra Capital Management, LLC
45,445$1.1M0.8%CoreMediumTorrance, CA2026-10-30
Kestra Private Wealth Services, LLC
40,473$954.8K0.0%GrowthLowAustin, TX2026-10-30
Southland Equity Partners LLC
39,753$937.8K0.2%ETFLowWildwood, MO2026-10-14
Flagship Harbor Advisors, LLC
37,944$895.1K0.0%ETFMediumBoston, MA2026-10-26
Golden State Wealth Management, LLC
36,030$849.9K0.1%ETFMediumSanta Ana, CA2026-11-02
PMG Family Office LLC
31,786$749.8K0.7%YieldVery LowPlano, TX2026-10-19
Private Client Services, LLC
31,291$738.2K0.2%ETFMediumLouisville, KY2026-10-02
Adamsbrown Wealth Consultants LLC
30,514$719.8K0.1%ETFLowWichita, KS2026-10-20
Puff Wealth Management, LLC
29,144$687.5K0.6%ETFLowHaddonfield, NJ2026-10-07
Independent Wealth Network Inc.
28,160$664.3K0.2%ETFMediumUrbandale, IA2026-10-19
Integrity Alliance, Llc.
28,083$662.5K0.0%ETFMediumUrbandale, IA2026-10-29
Core Wealth Partners LLC
26,973$636.3K0.3%GrowthLowSanta Rosa, CA2026-11-02
Asset Allocation Strategies LLC
26,523$625.7K0.1%ETFMediumFarmington, MI2026-10-20
Novem Group
23,028$543.2K0.1%ETFMediumRochester, NY2026-10-19
Main Line Retirement Advisors, LLC
20,900$493.0K0.2%ETFLowWhitefish, MT2026-10-14
Langley Wealth Management, LLC
20,848$491.8K0.5%CoreN/ACorinth, MS2026-11-04
Sovran Advisors, LLC
20,752$489.8K0.0%ETFMediumSan Diego, CA2026-11-02
Insight Advisors, LLC/ PA
20,136$475.0K0.1%ETFMediumNewtown, PA2026-10-22
Wesbanco Bank Inc
19,739$465.6K0.0%CoreLowWheeling, WV2026-11-04
Signature Estate & Investment Advisors LLC
19,719$465.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Cyndeo Wealth Partners, LLC
19,102$450.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Castle Rock Wealth Management, LLC
16,434$393.4K0.1%GrowthMediumWalnut Creek, CA2026-10-09
StoneX Group Inc.
16,179$381.7K0.0%ETFMediumNew York, NY2026-11-03
Treasure Coast Financial Planning
15,501$365.7K0.2%ETFVery LowVero Beach, FL2026-11-03
Clear Creek Financial Management, LLC
15,062$355.3K0.0%ETFMediumSilverdale, WA2026-10-28
Redmond Asset Management, LLC
14,357$338.7K0.1%CoreLowHenrico, VA2026-10-27
Insight Wealth Strategies, LLC
14,256$336.3K0.0%ETFHighSan Ramon, CA2026-10-09
Patriot Financial Group Insurance Agency, LLC
13,600$320.8K0.0%GrowthLowWalpole, MA2026-10-14
TrueWealth Advisors, LLC
13,248$312.5K0.1%ETFMediumBirmingham, AL2026-10-09
Ignite Planners, LLC
12,050$284.3K0.0%CoreLowSan Clemente, CA2026-10-14
Richmond Investment Services, LLC
12,043$284.1K0.1%ETFLowMequon, WI2026-10-29
Private Trust Co NA
11,353$267.8K0.0%CoreLowCleveland, OH2026-10-20
Valley Brook Capital Group, Inc.
11,326$267.2K0.2%GrowthVery LowVenetia, PA2026-10-26
IMG Wealth Management, Inc.
10,932$257.9K0.1%ETFMediumJacksonville, FL2026-10-27
Aurora Private Wealth, Inc.
10,813$255.0K0.3%ETFLowRockaway, NJ2026-10-20
Wealthcare Advisory Partners LLC
10,436$246.2K0.0%ETFLowWest Chester, PA2026-10-21
Total Clarity Wealth Management, Inc.
10,279$242.5K0.0%ETFMediumSt. Charles, IL2026-10-26
Ferguson Shapiro LLC
10,257$242.0K0.1%ETFHighDecatur, GA2026-10-16
PFG Advisors
10,026$236.5K0.0%ETFMediumPhoenix, AZ2026-10-16
BlueChip Wealth Advisors LLC
10,000$235.9K0.1%ETFMediumMilton, GA2026-11-03
United Advisor Group, LLC
9,668$228.1K0.0%ETFLowCincinnati, OH2026-11-03
Accurate Wealth Management, LLC
9,269$222.1K0.0%CoreMediumWesley Chapel, FL2026-10-20
MBE Wealth Management, LLC
9,157$216.0K0.1%ETFVery LowTomah, WI2026-10-26
Rooted Wealth Advisors, Inc.
8,443$201.4K0.0%ETFLowBourbonnais, IL2026-11-03
SYM Financial Corp
7,000$165.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Harbor Investment Advisory, LLC
5,767$136.0K0.0%GrowthLowLutherville, MD2026-10-13
James T. Borello RIA
5,756$135.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
5,749$135.6K0.2%GrowthMediumIndianapolis, IN2026-10-14
Ashton Thomas Private Wealth, LLC
5,606$132.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Gilpin Wealth Management, LLC
3,060$72.2K0.0%GrowthLowDenver, CO2026-10-09
Lanark Financial, Inc.
2,996$70.7K0.0%CoreMediumBirmingham, AL2026-10-26
Navigoe, LLC
1,779$410.0%ETFVery LowRedondo Beach, CA2026-11-04
SBI Securities Co., Ltd.
1,209$28.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ascentis Independent Advisors
1,129$26.6K0.0%ETFLowDallas, TX2026-11-03
Gamma Investing LLC
559$13.2K0.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
519$12.2K0.0%ETFLowConcord, CA2026-10-21
GoalVest Advisory LLC
177$4.2K0.0%ETFMediumNew York, NY2026-10-02
Canton Hathaway, LLC
30$7080.0%ValueLowProvidence, RI2026-10-23
Dhjj Financial Advisors, Ltd.
14$3310.0%ETFVery LowNaperville, IL2026-10-23