13F Insight
DOSSIER · 13F Holders · Q1 2026
FICS

FIRST TR EXCHANGE TRADED FD

76 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 33738R662·76 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$138M
visible holders
Holders
76
filers reporting
Concentration
30.74%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

76 institutions reported FICS in Q1 2026. LPL Financial LLC leads at 30.7% 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
$42M1.1M0.01%Q1 202602
Cetera Investment Advisers
CIK 0001666741
$16M412K0.02%Q1 202603
CWM, LLC
CIK 0001535847
$15M374K0.04%Q1 202604
Key FInancial Inc
CIK 0001801720
$10M249K1.70%Q2 202605
Good Life Advisors, LLC
CIK 0001696260
$7M179K0.44%Q2 202506
Golden State Wealth Management, LLC
CIK 0001776033
$6M141K0.54%Q2 202607
Chris Bulman Inc
CIK 0002032404
$4M106K1.62%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M112K0.00%Q1 202609
Brookstone Capital Management
CIK 0001599584
$4M103K0.04%Q2 202610
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$4M87K0.08%Q2 202611
WEDBUSH SECURITIES INC
CIK 0001142495
$3M81K0.09%Q1 202612
Pursuit Wealth Management LLC
CIK 0002106233
$3M76K2.61%Q4 202513
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M72K0.00%Q1 202614
D.A. DAVIDSON & CO.
CIK 0001080107
$3M67K0.02%Q2 202615
Janney Montgomery Scott LLC
CIK 0001329948
$3M66K0.01%Q1 202616
NORTHBRIDGE FINANCIAL GROUP, LLC
CIK 0001968850
$2M54K0.87%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M57K0.00%Q1 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M56K0.01%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M50K0.03%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$2M45K0.00%Q1 2026
Page 1 of 4
56 more holders available. Log in →