# FIRST TR EXCHANGE TRADED FD MULTI ASSET DI

FIRST TR EXCHANGE TRADED FD MULTI ASSET DI is a security (CUSIP 33738R100) tracked across SEC portfolio filings. 96 institutional managers reported $137.1M on Form 13F as of 2026-06-30.

## Summary

- Issuer: FIRST TR EXCHANGE TRADED FD
- Class: MULTI ASSET DI
- CUSIP: 33738R100
- 13F holders: 96
- 13F value: $137.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 96 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $25.3M | 1,528,693 |
| MORGAN STANLEY | NEW YORK, NY | $19.9M | 1,229,232 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $9.1M | 564,283 |
| [HARBOUR INVESTMENTS, INC.](https://search.stillhousedata.com/firm/19258) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $4.5M | 278,673 |
| [Rockport Wealth LLC](https://search.stillhousedata.com/firm/297122) | Fairview Park, OH | $4.5M | 271,939 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $4.1M | 246,823 |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $3.1M | 192,858 |
| [Total Clarity Wealth Management, Inc.](https://search.stillhousedata.com/firm/142728) | ST. CHARLES, IL | $2.9M | 173,956 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $2.6M | 159,575 |
| [Capital Investment Advisory Services, LLC](https://search.stillhousedata.com/firm/149124) | RALEIGH, NC | $2.2M | 130,920 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.1M | 124,986 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33738R100.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.