DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

FIRST TR EXCHANGE-TRADED FD

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

CUSIP 33738D747·57 13F holders·last filed Mar 31, 2026
Market cap
1.0%
vs prior quarter
13F value held
$197M
78.0% inst. owned
of float
Holders
57
+45 QoQ
filers reporting
Activity
+13 / −51
+897 added · −765 reduced
this quarter
Concentration
20.46%
GUARDIAN WEALTH ADVISORS, LLC / NC #1
top holder share
AI Holders Summary · Q1 2026

57 institutions reported FIRST TR EXCHANGE-TRADED FD in Q1 2026. GUARDIAN WEALTH ADVISORS, LLC / NC leads at 20.5% of the visible book. +45 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$40M2.1M2.54%Q1 2026
02
Aptus Capital Advisors, LLC
CIK 0001664193
$40M2.1M0.32%Q1 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$27M1.4M0.04%Q1 2026
04
Rise Advisors, LLC
CIK 0001831316
$18M937K6.42%Q1 2026
05
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$9M470K0.56%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$9M469K0.01%Q1 2026
07
LexAurum Advisors, LLC
CIK 0001729677
$6M307K0.78%Q1 2026
08
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M261K0.03%Q1 2026
09
LPL Financial LLC
CIK 0001403438
$4M225K0.00%Q1 2026
10
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$4M218K0.08%Q1 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M215K0.00%Q1 2026
12
Delta Investment Management, LLC
CIK 0001757043
$4M186K0.65%Q1 2026
13
Prosperity Financial Group, Inc.
CIK 0001991334
$4M181K1.31%Q1 2026
14
Sulzberger Capital Advisors, Inc.
CIK 0002056727
$4M180K3.60%Q1 2026
15
IFP Advisors, Inc
CIK 0001641866
$3M171K0.07%Q1 2026
16
NewEdge Advisors, LLC
CIK 0001633516
$3M170K0.01%Q1 2026
17
TRUIST FINANCIAL CORP
CIK 0000092230
$3M158K0.00%Q1 2026
18
SageGuard Financial Group, LLC
CIK 0001861378
$3M157K0.48%Q1 2026
19
Insight Advisors, LLC/ PA
CIK 0001844880
$3M136K0.51%Q1 2026
20
Independent Wealth Network Inc.
CIK 0001891240
$2M116K0.67%Q1 2026
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