DOSSIER · 13F Holders · Q1 2026
FCG

FIRST TR EXCHANGE-TRADED FD

145 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 33733E807·145 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$321M
visible holders
Holders
145
filers reporting
Concentration
18.78%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

145 institutions reported FCG in Q1 2026. WELLS FARGO & COMPANY/MN leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$60M1.9M0.01%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$56M1.8M0.00%Q1 2026
03
GENDELL JEFFREY L
CIK 0001056581
$29M900K0.39%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$25M798K0.01%Q1 2026
05
AMERIPRISE FINANCIAL INC
CIK 0000820027
$18M582K0.00%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M523K0.01%Q1 2026
07
Guardian Partners Inc.
CIK 0001884799
$16M511K1.35%Q1 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$15M462K0.00%Q1 2026
09
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$9M285K0.01%Q1 2026
10
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9M284K0.05%Q1 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M252K0.00%Q1 2026
12
Riggs Asset Managment Co. Inc.
CIK 0001601348
$8M246K1.61%Q1 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$8M241K0.00%Q1 2026
14
UBS Group AG
CIK 0001610520
$7M229K0.00%Q1 2026
15
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$7M216K0.01%Q1 2026
16
Chicago Wealth Management, Inc.
CIK 0001592178
$7M207K2.62%Q1 2026
17
Corecam Pte. Ltd.
CIK 0002106977
$6M234K2.35%Q2 2026
18
Kestra Advisory Services, LLC
CIK 0001830819
$6M231K0.02%Q2 2026
19
Lake Hills Wealth Management, LLC
CIK 0001705594
$6M227K2.75%Q2 2026
20
PCG Wealth Advisors, LLC
CIK 0001905393
$5M161K1.29%Q1 2026
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