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

FIRST TR EXCHANGE-TRADED FD

117 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 33736G106·117 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$83M
visible holders
Holders
117
filers reporting
Concentration
25.75%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

117 institutions reported FAN in Q1 2026. MORGAN STANLEY leads at 25.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$21M867K0.00%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M408K0.00%Q1 202603
UBS Group AG
CIK 0001610520
$10M402K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$7M293K0.00%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M201K0.00%Q1 202606
OPPENHEIMER & CO INC
CIK 0000822581
$4M166K0.04%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$4M152K0.00%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$3M114K0.00%Q1 202609
Money Design Co.,Ltd.
CIK 0001721608
$3M150K0.13%Q2 202510
Independent Advisor Alliance
CIK 0001696899
$3M103K0.03%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$2M84K0.00%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M71K0.00%Q2 202613
Concorde Asset Management, LLC
CIK 0001631773
$2M68K0.83%Q1 202614
Perkins Coie Trust Co
CIK 0001513038
$2M62K0.26%Q2 202615
Nilsine Partners, LLC
CIK 0001913043
$1M51K0.09%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M49K0.00%Q2 202617
Ledyard National Bank
CIK 0001310658
$1M48K0.10%Q2 202618
CASTLEARK MANAGEMENT LLC
CIK 0001106832
$975K39K0.03%Q1 202619
OLD MISSION CAPITAL LLC
CIK 0001455915
$936K38K0.01%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$861K35K0.00%Q1 2026
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