13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FDL

FIRST TR EXCHANGE-TRADED FD

528 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 336917109·Exchange Traded Fund·528 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.1B
visible holders
Holders
528
filers reporting
Concentration
24.78%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

528 institutions reported FDL in Q2 2026. LPL Financial LLC leads at 24.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$775M15.9M0.17%Q2 202602
MORGAN STANLEY
CIK 0000895421
$433M8.9M0.02%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$277M5.6M0.06%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$247M5.1M0.07%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$158M3.2M0.03%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$125M2.6M0.01%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$124M2.6M0.11%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$120M2.5M0.02%Q2 202609
UBS Group AG
CIK 0001610520
$120M2.5M0.02%Q2 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$110M2.3M0.06%Q2 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$85M1.7M0.03%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$84M1.7M0.10%Q2 202613
Csenge Advisory Group
CIK 0001715593
$84M1.7M3.41%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$74M1.5M0.02%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$63M1.2M0.16%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$59M1.2M0.05%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$49M997K0.06%Q2 202618
Rockport Wealth LLC
CIK 0002022866
$48M983K8.03%Q2 202619
Private Advisor Group, LLC
CIK 0001567755
$47M970K0.22%Q2 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$44M904K0.05%Q2 2026
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