13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
FDD

FIRST TR EXCHANGE-TRADED FD

144 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 33735T109·144 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.0%
vs prior quarter
13F value held
$352M
76.0% inst. owned
of float
Holders
144
-98 QoQ
filers reporting
Activity
+46 / −14
+729 added · −741 reduced
this quarter
Concentration
18.45%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

144 institutions reported FDD in Q1 2026. MORGAN STANLEY leads at 18.4% of the visible book. -98 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$65M3.6M0.00%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$43M2.4M0.01%Q1 202603
MANCHESTER FINANCIAL INC
CIK 0000866590
$35M2.0M6.72%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$31M1.7M0.01%Q1 202605
UBS Group AG
CIK 0001610520
$26M1.5M0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$25M1.4M0.01%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$24M1.3M0.01%Q1 202608
ODonnell Financial Services, LLC
CIK 0001730962
$16M893K5.47%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M802K0.02%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M669K0.00%Q1 202611
Intellectus Partners, LLC
CIK 0001677253
$10M553K2.01%Q1 202612
Prospera Financial Services Inc
CIK 0001541625
$10M553K0.16%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M372K0.00%Q1 202614
IFP Advisors, Inc
CIK 0001641866
$7M369K0.14%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M348K0.00%Q1 202616
ORG Partners LLC
CIK 0001979372
$5M286K0.88%Q4 202517
Owen LaRue, LLC
CIK 0001965328
$4M247K1.69%Q1 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M247K0.00%Q1 202619
Warner Group LLC
CIK 0002073617
$4M225K2.62%Q1 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M223K0.06%Q1 2026
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