DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
FBT

FIRST TR EXCHANGE-TRADED FD

300 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 33733e203·300 13F holders·last filed Mar 31, 2026
Market cap
6.4%
vs prior quarter
13F value held
$1.3B
58.0% inst. owned
of float
Holders
300
-24 QoQ
filers reporting
Activity
+96 / −6
+891 added · −784 reduced
this quarter
Concentration
53.75%
FIRST TRUST ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

300 institutions reported FBT in Q1 2026. FIRST TRUST ADVISORS LP leads at 53.7% of the visible book. -24 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$706M3.5M0.50%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$107M534K0.01%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$86M426K0.02%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$59M296K0.02%Q1 2026
05
UBS Group AG
CIK 0001610520
$41M205K0.01%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$41M203K0.01%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M201K0.00%Q1 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$40M200K0.01%Q1 2026
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M127K0.01%Q1 2026
10
Berger Financial Group, Inc
CIK 0001826136
$21M104K1.17%Q1 2026
11
Nilsine Partners, LLC
CIK 0001913043
$19M95K1.52%Q1 2026
12
&PARTNERS
CIK 0000107136
$16M78K0.08%Q1 2026
13
360 Financial, Inc.
CIK 0001802324
$16M78K4.73%Q1 2026
14
Advisory Services Network, LLC
CIK 0001573876
$15M75K0.20%Q1 2026
15
WCG Wealth Advisors LLC
CIK 0001855713
$15M74K0.42%Q1 2026
16
AMERIPRISE FINANCIAL INC
CIK 0000820027
$14M69K0.00%Q1 2026
17
STIFEL FINANCIAL CORP
CIK 0000720672
$14M69K0.01%Q1 2026
18
Cetera Investment Advisers
CIK 0001666741
$13M66K0.01%Q1 2026
19
NewEdge Advisors, LLC
CIK 0001633516
$13M63K0.05%Q1 2026
20
BENJAMIN EDWARDS INC
CIK 0001451623
$12M58K0.12%Q1 2026
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