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

FIRST TR EXCHANGE-TRADED FD

148 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 33735T109·148 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$376M
visible holders
Holders
148
filers reporting
Concentration
18.35%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

148 institutions reported FDD in Q2 2026. MORGAN STANLEY leads at 18.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$69M3.7M0.00%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$42M2.3M0.01%Q2 202603
MANCHESTER FINANCIAL INC
CIK 0000866590
$36M1.9M6.33%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$33M1.8M0.01%Q2 202605
LPL Financial LLC
CIK 0001403438
$27M1.5M0.01%Q2 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$27M1.5M0.01%Q2 202607
UBS Group AG
CIK 0001610520
$25M1.4M0.00%Q2 202608
ODonnell Financial Services, LLC
CIK 0001730962
$18M958K5.23%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M890K0.02%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M829K0.00%Q2 202611
Prospera Financial Services Inc
CIK 0001541625
$11M588K0.16%Q2 202612
Intellectus Partners, LLC
CIK 0001677253
$10M540K1.73%Q2 202613
Warner Group LLC
CIK 0002073617
$7M399K1.82%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M391K0.00%Q2 202615
Janney Montgomery Scott LLC
CIK 0001329948
$7M391K0.02%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M348K0.00%Q1 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M274K0.00%Q2 202618
ORG Partners LLC
CIK 0001979372
$5M286K0.88%Q4 202519
Owen LaRue, LLC
CIK 0001965328
$5M255K1.65%Q2 202620
Allie Family Office LLC
CIK 0001908612
$4M227K1.56%Q2 2026
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