DOSSIER · 13F Holders · Q2 2026
FDND

FIRST TR EXCHANGE-TRADED FD

9 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 33738D754·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
9
filers reporting
Concentration
32.77%
INDEPENDENT FINANCIAL GROUP, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported FDND in Q2 2026. INDEPENDENT FINANCIAL GROUP, LLC leads at 32.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$431K21K0.01%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$309K15K0.00%Q2 2026
03
Faithward Advisors, LLC
CIK 0001695078
$240K11K0.03%Q2 2026
04
Integrated Wealth Concepts LLC
CIK 0001737109
$183K9K0.00%Q2 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$74K4K0.00%Q2 2026
06
Triumph Capital Management
CIK 0001730765
$65K3K0.01%Q2 2026
07
Capital Investment Advisory Services, LLC
CIK 0001659203
$11K5400.00%Q2 2026
08
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$460220.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025