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

FIRST TR EXCHANGE TRADED FD

223 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 33734X200·223 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$712M
visible holders
Holders
223
filers reporting
Concentration
24.83%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

223 institutions reported FGD 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
$177M5.5M0.04%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$124M3.9M0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$58M1.8M0.00%Q2 202604
UBS Group AG
CIK 0001610520
$46M1.4M0.01%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M1.4M0.00%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M1.2M0.01%Q2 202607
FUKOKU MUTUAL LIFE INSURANCE CO
CIK 0001033324
$34M1.1M1.98%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$24M759K0.00%Q2 202609
AE Wealth Management LLC
CIK 0001697723
$20M623K0.09%Q2 202610
PARK NATIONAL CORP /OH/
CIK 0000805676
$19M584K0.52%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$18M561K0.00%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M531K0.02%Q2 202613
Janney Montgomery Scott LLC
CIK 0001329948
$17M521K0.04%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$17M518K0.02%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M466K0.00%Q2 202616
Focus Financial Network, Inc.
CIK 0002010942
$12M390K0.39%Q2 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$9M288K0.00%Q2 202618
Stonebridge Financial Planning Group, LLC
CIK 0001802494
$8M246K2.50%Q2 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$7M204K0.01%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M203K0.00%Q1 2026
Page 1 of 12
203 more holders available. Log in →