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

FIRST TR EXCHANGE-TRADED FD

97 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 33718M105·97 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$130M
visible holders
Holders
97
filers reporting
Concentration
15.51%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

97 institutions reported FDM in Q2 2026. LPL Financial LLC leads at 15.5% 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
$20M216K0.00%Q2 202602
Chicago Partners Investment Group LLC
CIK 0001563525
$17M193K0.35%Q2 202603
ARKANSAS FINANCIAL GROUP, INC.
CIK 0000764611
$15M163K1.97%Q2 202604
Baird Financial Group, Inc.
CIK 0001648711
$13M144K0.02%Q2 202605
Private Advisory Group LLC
CIK 0001632965
$13M138K0.69%Q2 202606
MORGAN STANLEY
CIK 0000895421
$11M113K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M77K0.00%Q2 202608
HB Wealth Management, LLC
CIK 0001911253
$4M45K0.02%Q2 202609
&PARTNERS
CIK 0000107136
$4M44K0.02%Q2 202610
Urban Financial Advisory Corp
CIK 0002005378
$3M37K0.96%Q2 202611
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$3M35K0.05%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M35K0.00%Q2 202613
Integrated Wealth Concepts LLC
CIK 0001737109
$2M26K0.01%Q2 202614
Kendall Capital Management
CIK 0001731372
$2M24K0.38%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M24K0.00%Q2 202616
Envision Financial LLC
CIK 0002051355
$2M21K0.90%Q2 202617
WESCAP Management Group, Inc.
CIK 0001667140
$2M20K0.34%Q2 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M15K0.00%Q2 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M15K0.00%Q2 202620
Bristlecone Value Partners, LLC
CIK 0001313998
$1M15K1.09%Q2 2026
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