FIRST TR EXCHANGE TRADED FD FIRST TRUST SMID is a security (CUSIP 33738R746) tracked across SEC portfolio filings. 14 institutional managers reported $14.8M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $8.0M | 274,818 |
| Independent Advisor Alliance | CHARLOTTE, NC | $3.9M | 134,085 |
| Three Cord True Wealth Management, LLC | Beaver, PA | $855K | 27,024 |
| Archer Investment Corp | Carmel, IN | $557K | 17,611 |
| CITADEL ADVISORS LLC | MIAMI, FL | $534K | 18,271 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $297K | 9,396 |
| Western Wealth Management, LLC | GOLDEN, CO | $221K | 7,552 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO, FL | $103K | 3,225 |
| Global Retirement Partners, LLC | San Rafael, CA | $99K | 3,238 |
| PRIVATE TRUST CO NA | CLEVELAND, OH | $70K | 2,201 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $67K | 2,310 |
| HARBOUR INVESTMENTS, INC. | MADISON, WI | $7K | 229 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $10 | 0 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |