DOSSIER · 13F Holders · Q2 2026

FIRST TR EXCHANGE-TRADED FD

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

CUSIP 33738D747·64 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$207M
visible holders
Holders
64
filers reporting
Concentration
18.81%
GUARDIAN WEALTH ADVISORS, LLC / NC #1
top holder share
AI Holders Summary · Q2 2026

64 institutions reported FIRST TR EXCHANGE-TRADED FD in Q2 2026. GUARDIAN WEALTH ADVISORS, LLC / NC leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$39M2.0M2.19%Q2 2026
02
Aptus Capital Advisors, LLC
CIK 0001664193
$39M2.0M0.27%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$30M1.5M0.04%Q2 2026
04
Rise Advisors, LLC
CIK 0001831316
$19M980K5.32%Q2 2026
05
Cetera Investment Advisers
CIK 0001666741
$10M540K0.01%Q2 2026
06
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$10M502K0.46%Q2 2026
07
LPL Financial LLC
CIK 0001403438
$9M489K0.00%Q2 2026
08
LexAurum Advisors, LLC
CIK 0001729677
$6M318K0.71%Q2 2026
09
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M278K0.03%Q2 2026
10
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$5M254K0.08%Q2 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M222K0.00%Q2 2026
12
SageGuard Financial Group, LLC
CIK 0001861378
$4M209K0.57%Q2 2026
13
Delta Investment Management, LLC
CIK 0001757043
$4M208K0.66%Q2 2026
14
Prosperity Financial Group, Inc.
CIK 0001991334
$4M204K1.22%Q2 2026
15
TRUIST FINANCIAL CORP
CIK 0000092230
$4M188K0.00%Q2 2026
16
IFP Advisors, Inc
CIK 0001641866
$3M173K0.06%Q2 2026
17
NewEdge Advisors, LLC
CIK 0001633516
$3M170K0.01%Q2 2026
18
Sulzberger Capital Advisors, Inc.
CIK 0002056727
$3M154K2.90%Q2 2026
19
Insight Advisors, LLC/ PA
CIK 0001844880
$3M140K0.48%Q2 2026
20
Balboa Wealth Partners
CIK 0001929008
$3M135K0.35%Q2 2026
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