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

FIRST TR EXCHANGE-TRADED FD

84 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 33733A201·84 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$197M
visible holders
Holders
84
filers reporting
Concentration
33.49%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

84 institutions reported EDOW in Q2 2026. MORGAN STANLEY leads at 33.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$66M1.5M0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$27M609K0.01%Q2 202603
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$25M570K0.24%Q2 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M244K0.01%Q2 202605
UBS Group AG
CIK 0001610520
$9M213K0.00%Q2 202606
Kirkwood Financial Services
CIK 0001814128
$6M140K1.76%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M131K0.00%Q2 202608
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$5M119K0.00%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M126K0.01%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M113K0.00%Q2 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M104K0.00%Q2 202612
Ignite Planners, LLC
CIK 0001849348
$4M94K0.57%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$4M88K0.00%Q2 202614
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$4M84K0.21%Q2 202615
Wealthcare Advisory Partners LLC
CIK 0001683059
$3M77K0.06%Q2 202616
SUMMIT INVESTMENT ADVISORS, INC.
CIK 0002055275
$3M79K2.47%Q2 202517
Kovack Advisors, Inc.
CIK 0001728321
$3M65K0.14%Q2 202618
Kestra Advisory Services, LLC
CIK 0001830819
$2M48K0.01%Q2 202619
Ameritas Advisory Services, LLC
CIK 0001901275
$2M44K0.04%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M41K0.00%Q2 2026
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