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

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 33735T109·145 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$354M
visible holders
Holders
145
filers reporting
Concentration
18.32%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

145 institutions reported FDD in Q1 2026. MORGAN STANLEY leads at 18.3% of the visible book.

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
$36M1.9M6.33%Q2 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
Prospera Financial Services Inc
CIK 0001541625
$11M588K0.16%Q2 202612
Intellectus Partners, LLC
CIK 0001677253
$10M553K2.01%Q1 202613
Janney Montgomery Scott LLC
CIK 0001329948
$7M391K0.02%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M372K0.00%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
$5M255K1.65%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M247K0.00%Q1 202619
Warner Group LLC
CIK 0002073617
$4M225K2.62%Q1 202620
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
CIK 0001630936
$4M215K1.94%Q2 2026
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