13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
FDL

FIRST TR EXCHANGE-TRADED FD

529 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 336917109·Exchange Traded Fund·529 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.6%
vs prior quarter
13F value held
$3.1B
66.0% inst. owned
of float
Holders
529
-108 QoQ
filers reporting
Activity
+93 / −105
+788 added · −773 reduced
this quarter
Concentration
23.54%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

529 institutions reported FDL in Q1 2026. LPL Financial LLC leads at 23.5% of the visible book. -108 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$724M14.3M0.19%Q1 202602
MORGAN STANLEY
CIK 0000895421
$454M8.9M0.03%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$265M5.2M0.06%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$255M5.0M0.08%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$160M3.1M0.03%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$129M2.5M0.01%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$126M2.5M0.02%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$124M2.4M0.13%Q1 202609
UBS Group AG
CIK 0001610520
$121M2.4M0.02%Q1 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$99M1.9M0.06%Q1 202611
Csenge Advisory Group
CIK 0001715593
$80M1.6M3.65%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$76M1.5M0.11%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$72M1.4M0.02%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$72M1.4M0.03%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$63M1.2M0.06%Q1 202616
Private Advisor Group, LLC
CIK 0001567755
$62M1.2M0.29%Q1 202617
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$58M1.1M0.03%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$46M915K0.06%Q1 202619
Rockport Wealth LLC
CIK 0002022866
$45M886K8.19%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$45M885K0.00%Q1 2026
Page 1 of 27
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