13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
CAAA

FIRST TR EXCHANGE-TRADED FD

23 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 33738D762·23 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.1%
vs prior quarter
13F value held
$28M
68.0% inst. owned
of float
Holders
23
-114 QoQ
filers reporting
Activity
+17 / −105
+979 added · −802 reduced
this quarter
Concentration
40.45%
STAR Financial Bank #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported CAAA in Q1 2026. STAR Financial Bank leads at 40.5% of the visible book. -114 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
STAR Financial Bank
CIK 0001965329
$11M551K5.28%Q1 202602
Prospera Financial Services Inc
CIK 0001541625
$6M288K0.09%Q1 202603
Platform Technology Partners
CIK 0001830817
$2M94K0.37%Q1 202604
Kestra Advisory Services, LLC
CIK 0001830819
$2M86K0.01%Q1 202605
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$1M68K0.00%Q1 202606
Farther Finance Advisors, LLC
CIK 0001992825
$1M63K0.01%Q1 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M56K0.00%Q1 202608
INSPIRION WEALTH ADVISORS, LLC
CIK 0001633448
$616,28830K0.08%Q1 202609
Belpointe Asset Management LLC
CIK 0001721242
$568,55028K0.02%Q1 202610
Fearless Solutions, LLC dba Best Invest
CIK 0002094159
$444,81422K0.27%Q1 202611
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$352,51817K0.00%Q2 202512
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$275,43014K0.00%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$266,63013K0.00%Q1 202614
United Advisor Group, LLC
CIK 0002004873
$200,49210K0.02%Q1 202615
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$199,30510K0.00%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$101,9355K0.00%Q1 202617
Financial Network Wealth Advisors LLC
CIK 0002012031
$69,5523K0.07%Q1 202618
Geneos Wealth Management Inc.
CIK 0001764754
$60,9003K0.00%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$19,6509680.00%Q1 202620
Rossby Financial, LCC
CIK 0002056510
$995490.00%Q1 2026
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