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

FIRST TR EXCHANGE-TRADED FD

144 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 33733E807·144 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$211M
visible holders
Holders
144
filers reporting
Concentration
17.83%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

144 institutions reported FCG in Q2 2026. MORGAN STANLEY leads at 17.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$38M1.4M0.00%Q2 202602
GENDELL JEFFREY L
CIK 0001056581
$24M900K0.21%Q2 202603
LPL Financial LLC
CIK 0001403438
$20M769K0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M584K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M496K0.00%Q2 202606
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$11M422K0.01%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M398K0.00%Q2 202608
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
CIK 0001599719
$8M316K1.11%Q2 202609
UBS Group AG
CIK 0001610520
$8M287K0.00%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M263K0.00%Q2 202611
Lake Hills Wealth Management, LLC
CIK 0001705594
$7M232K3.04%Q3 202612
ROYAL BANK OF CANADA
CIK 0001000275
$7M248K0.00%Q2 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$6M238K0.01%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$6M231K0.02%Q2 202615
Riggs Asset Managment Co. Inc.
CIK 0001601348
$6M222K1.05%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$5M196K0.00%Q2 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M187K0.00%Q2 202618
Corecam Pte. Ltd.
CIK 0002106977
$5M164K1.95%Q3 202619
Tower Research Capital LLC (TRC)
CIK 0001533421
$4M164K0.11%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M158K0.01%Q2 2026
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