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

FIRST TR EXCHANGE-TRADED FD

63 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 33739Q507·63 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$81M
visible holders
Holders
63
filers reporting
Concentration
18.72%
Concurrent Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

63 institutions reported FCVT in Q2 2026. Concurrent Investment Advisors, LLC leads at 18.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Concurrent Investment Advisors, LLC
CIK 0002001015
$15M284K0.13%Q2 202602
LPL Financial LLC
CIK 0001403438
$14M253K0.00%Q2 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M176K0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M128K0.00%Q2 202605
Proactive Wealth Strategies LLC
CIK 0002043129
$4M82K0.70%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M93K0.00%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$3M60K0.00%Q2 202608
MORGAN STANLEY
CIK 0000895421
$3M58K0.00%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M70K0.01%Q1 202610
Elequin Capital, LP
CIK 0001810873
$3M50K0.08%Q2 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M44K0.00%Q2 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$2M34K0.00%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$2M33K0.00%Q2 202614
RiverTree Advisors, LLC
CIK 0001872501
$2M29K0.91%Q2 202615
Kestra Advisory Services, LLC
CIK 0001830819
$1M27K0.00%Q2 202616
Milestones Private Investment Advisors LLC
CIK 0001726041
$1M27K1.16%Q2 202617
Plus Group Wealth Advisors LLC
CIK 0002109515
$1M27K1.35%Q2 202618
D.A. DAVIDSON & CO.
CIK 0001080107
$1M27K0.01%Q2 202619
Tidemark, LLC
CIK 0002009591
$1M23K0.27%Q2 202620
CWM, LLC
CIK 0001535847
$1M26K0.00%Q1 2026
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