DOSSIER · 13F Holders · Q2 2026

FIRST TR EXCHANGE-TRADED FD VEST

41 institutions still hold FIRST TR EXCHANGE-TRADED FD VEST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D739·41 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$59M
visible holders
Holders
41
filers reporting
Concentration
19.46%
Luken Investment Analytics, LLC #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported FIRST TR EXCHANGE-TRADED FD VEST in Q2 2026. Luken Investment Analytics, LLC leads at 19.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Luken Investment Analytics, LLC
CIK 0001730546
$12M604K4.04%Q2 2026
02
Kestra Advisory Services, LLC
CIK 0001830819
$10M511K0.03%Q2 2026
03
Garden State Investment Advisory Services LLC
CIK 0001965351
$6M298K1.03%Q2 2026
04
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M244K0.01%Q1 2026
05
Insight Advisors, LLC/ PA
CIK 0001844880
$4M211K0.71%Q2 2026
06
SageGuard Financial Group, LLC
CIK 0001861378
$4M207K0.56%Q2 2026
07
Balboa Wealth Partners
CIK 0001929008
$2M120K0.31%Q2 2026
08
Cetera Investment Advisers
CIK 0001666741
$2M106K0.00%Q2 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M96K0.00%Q2 2026
10
Brookstone Capital Management
CIK 0001599584
$2M94K0.02%Q2 2026
11
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M91K0.03%Q2 2026
12
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$2M81K0.07%Q2 2026
13
Capital Investment Advisory Services, LLC
CIK 0001659203
$1M67K0.08%Q2 2026
14
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M65K0.00%Q1 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M64K0.00%Q2 2026
16
Benson Wealth Management INC
CIK 0002109863
$1M56K1.07%Q2 2026
17
OneDigital Investment Advisors LLC
CIK 0001690370
$1M55K0.01%Q2 2026
18
Next Level Private LLC
CIK 0001910366
$966K51K0.19%Q2 2026
19
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$805K42K0.05%Q2 2026
20
Kovack Advisors, Inc.
CIK 0001728321
$716K38K0.03%Q2 2026
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