13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
FEX

FIRST TR EXCHANGE-TRADED ALP

241 institutions still hold FIRST TR EXCHANGE-TRADED ALP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734K109·Exchange Traded Fund·241 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.5%
vs prior quarter
13F value held
$600M
78.0% inst. owned
of float
Holders
241
-21 QoQ
filers reporting
Activity
+42 / −108
+1,048 added · −892 reduced
this quarter
Concentration
21.52%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

241 institutions reported FEX in Q1 2026. MORGAN STANLEY leads at 21.5% of the visible book. -21 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$129M1.1M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$119M972K0.03%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$65M537K0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$31M252K0.01%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$29M235K0.00%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$26M214K0.04%Q1 202607
HBK Sorce Advisory LLC
CIK 0001379995
$23M177K0.46%Q1 202608
UBS Group AG
CIK 0001610520
$22M184K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$19M155K0.00%Q1 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$18M151K0.02%Q1 202611
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$16M135K1.20%Q1 202612
Crusonia Wealth Advisors LLC
CIK 0002112003
$16M132K3.32%Q1 202613
BIP Wealth, LLC
CIK 0001590214
$15M127K0.63%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M123K0.02%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$14M118K0.02%Q1 202616
Private Advisor Group, LLC
CIK 0001567755
$11M93K0.05%Q1 202617
US BANCORP \DE\
CIK 0000036104
$8M62K0.01%Q1 202618
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$8M62K0.14%Q1 202619
Kingsview Wealth Management, LLC
CIK 0001791965
$7M61K0.10%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M60K0.00%Q1 2026
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