FIRST TR EXCHANGE TRADED FD MULTI ASSET DI is a security (CUSIP 33738R100) tracked across SEC portfolio filings. 96 institutional managers reported $129.0M on Form 13F as of 2026-06-30.
Showing 15 of 96 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $19.9M | 1,229,232 |
| LPL Financial LLC | FORT MILL, SC | $17.2M | 1,061,018 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $9.1M | 564,283 |
| HARBOUR INVESTMENTS, INC. | MADISON, WI | $7.9M | 486,663 |
| Royal Bank of Canada | TORONTO, A6 | $6.8M | 419,475 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $6.0M | 369,418 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $4.7M | 287,865 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $4.5M | 278,673 |
| Rockport Wealth LLC | Fairview Park, OH | $4.5M | 271,939 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $4.1M | 246,823 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $3.1M | 192,858 |
| Total Clarity Wealth Management, Inc. | ST. CHARLES, IL | $2.9M | 173,956 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $2.6M | 159,575 |
| Capital Investment Advisory Services, LLC | RALEIGH, NC | $2.2M | 130,920 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.1M | 124,986 |