13F Insight
DOSSIER · 13F Holders · Q2 2026
CAAA

FIRST TR EXCHANGE-TRADED FD

24 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 33738D762·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$33M
visible holders
Holders
24
filers reporting
Concentration
38.69%
STAR Financial Bank #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported CAAA in Q2 2026. STAR Financial Bank leads at 38.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
STAR Financial Bank
CIK 0001965329
$13M626K5.18%Q2 202602
Prospera Financial Services Inc
CIK 0001541625
$6M296K0.09%Q2 202603
Platform Technology Partners
CIK 0001830817
$3M170K0.56%Q2 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M137K0.00%Q2 202605
Farther Finance Advisors, LLC
CIK 0001992825
$2M77K0.01%Q2 202606
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$1M68K0.00%Q2 202607
Kestra Advisory Services, LLC
CIK 0001830819
$1M55K0.00%Q2 202608
INSPIRION WEALTH ADVISORS, LLC
CIK 0001633448
$609K30K0.07%Q2 202609
Fearless Solutions, LLC dba Best Invest
CIK 0002094159
$593K29K0.31%Q2 202610
Belpointe Asset Management LLC
CIK 0001721242
$503K25K0.02%Q2 202611
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$468K23K0.01%Q1 202612
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$353K17K0.00%Q2 202513
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$275K14K0.00%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$270K13K0.00%Q2 202615
United Advisor Group, LLC
CIK 0002004873
$253K12K0.03%Q2 202616
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$224K11K0.00%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$124K6K0.00%Q2 202618
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$76K4K0.00%Q2 202619
Financial Network Wealth Advisors LLC
CIK 0002012031
$67K3K0.07%Q2 202620
Geneos Wealth Management Inc.
CIK 0001764754
$61K3K0.00%Q2 2026
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