13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

FIRST TR EXCHANGE-TRADED FD VEST

33 institutions still hold FIRST TR EXCHANGE-TRADED FD VEST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D739·33 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.1%
vs prior quarter
13F value held
$52M
61.0% inst. owned
of float
Holders
33
-44 QoQ
filers reporting
Activity
+8 / −11
+872 added · −862 reduced
this quarter
Concentration
22.69%
Luken Investment Analytics, LLC #1
top holder share
AI Holders Summary · Q1 2026

33 institutions reported FIRST TR EXCHANGE-TRADED FD VEST in Q1 2026. Luken Investment Analytics, LLC leads at 22.7% of the visible book. -44 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Luken Investment Analytics, LLC
CIK 0001730546
$12M616K4.54%Q1 202602
Kestra Advisory Services, LLC
CIK 0001830819
$10M498K0.04%Q1 202603
Garden State Investment Advisory Services LLC
CIK 0001965351
$5M271K1.15%Q1 202604
Insight Advisors, LLC/ PA
CIK 0001844880
$4M189K0.69%Q1 202605
SageGuard Financial Group, LLC
CIK 0001861378
$3M154K0.46%Q1 202606
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M103K0.04%Q1 202607
Brookstone Capital Management
CIK 0001599584
$2M102K0.02%Q1 202608
Balboa Wealth Partners
CIK 0001929008
$2M86K0.28%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M82K0.00%Q1 202610
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$2M81K0.08%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$1M77K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M69K0.00%Q1 202613
Benson Wealth Management INC
CIK 0002109863
$1M66K1.75%Q1 202614
Capital Investment Advisory Services, LLC
CIK 0001659203
$1M66K0.09%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M65K0.00%Q1 202616
OneDigital Investment Advisors LLC
CIK 0001690370
$1M55K0.01%Q1 202617
Next Level Private LLC
CIK 0001910366
$797,82241K0.18%Q1 202618
Maridea Wealth Management LLC
CIK 0002056245
$736,25238K0.11%Q1 202619
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$527,24427K0.01%Q1 202620
Clear Creek Financial Management, LLC
CIK 0001784235
$498,60326K0.04%Q1 2026
Page 1 of 2
13 more holders available. Log in →