13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
FGD

FIRST TR EXCHANGE TRADED FD

207 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 33734X200·207 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.0%
vs prior quarter
13F value held
$621M
45.0% inst. owned
of float
Holders
207
+35 QoQ
filers reporting
Activity
+33 / −74
+842 added · −838 reduced
this quarter
Concentration
26.14%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

207 institutions reported FGD in Q1 2026. LPL Financial LLC leads at 26.1% of the visible book. +35 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$162M5.1M0.04%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$109M3.4M0.02%Q1 202603
MORGAN STANLEY
CIK 0000895421
$48M1.5M0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$37M1.1M0.00%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$34M1.1M0.01%Q1 202606
FUKOKU MUTUAL LIFE INSURANCE CO
CIK 0001033324
$34M1.1M2.22%Q1 202607
UBS Group AG
CIK 0001610520
$32M1.0M0.00%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M954K0.01%Q1 202609
AE Wealth Management LLC
CIK 0001697723
$21M643K0.11%Q1 202610
PARK NATIONAL CORP /OH/
CIK 0000805676
$17M546K0.53%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$16M499K0.00%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M487K0.02%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M413K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$12M381K0.01%Q1 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M232K0.00%Q1 202616
Stonebridge Financial Planning Group, LLC
CIK 0001802494
$7M221K2.59%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M203K0.00%Q1 202618
Gateway Wealth Partners, LLC
CIK 0001966037
$6M198K0.25%Q1 202619
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$6M206K0.00%Q4 202520
IMG Wealth Management, Inc.
CIK 0002032103
$6M193K3.92%Q1 2026
Page 1 of 11
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