13F Insight
DOSSIER · 13F Holders · Q1 2026
FAD

FIRST TR EXCHANGE-TRADED ALP

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

CUSIP 33733F101·104 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$207M
visible holders
Holders
104
filers reporting
Concentration
18.59%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

104 institutions reported FAD in Q1 2026. MORGAN STANLEY leads at 18.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$39M242K0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$31M198K0.01%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M175K0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M94K0.00%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M61K0.01%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$8M50K0.00%Q1 202607
TRUIST FINANCIAL CORP
CIK 0000092230
$8M49K0.01%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M46K0.01%Q1 202609
Plotkin Financial Advisors, LLC
CIK 0001826394
$7M45K3.57%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M42K0.00%Q1 202611
Cornerstone Wealth Management, LLC
CIK 0001674117
$6M31K0.27%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$5M34K0.00%Q1 202613
Wealth Management Partners, LLC
CIK 0001843294
$5M25K1.17%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$5M31K0.02%Q1 202615
RPg Family Wealth Advisory, LLC
CIK 0001569884
$5M30K1.01%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M30K0.00%Q1 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M30K0.00%Q1 202618
Synergy Investment Management, LLC
CIK 0002053786
$5M29K1.48%Q1 202619
WEDBUSH SECURITIES INC
CIK 0001142495
$4M25K0.12%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M25K0.00%Q1 2026
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