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

FIRST TR EXCHANGE TRADED FD

75 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 33738R662·75 13F holders·last filed Mar 31, 2026
Market cap
7.5%
vs prior quarter
13F value held
$136M
52.0% inst. owned
of float
Holders
75
+44 QoQ
filers reporting
Activity
+85 / −37
+864 added · −865 reduced
this quarter
Concentration
31.30%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

75 institutions reported FICS in Q1 2026. LPL Financial LLC leads at 31.3% of the visible book. +44 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
$42M1.1M0.01%Q1 2026
02
Cetera Investment Advisers
CIK 0001666741
$16M412K0.02%Q1 2026
03
CWM, LLC
CIK 0001535847
$15M374K0.04%Q1 2026
04
Key FInancial Inc
CIK 0001801720
$10M250K1.73%Q1 2026
05
Good Life Advisors, LLC
CIK 0001696260
$7M179K0.44%Q2 2025
06
Centennial Wealth Advisory LLC
CIK 0001839421
$6M147K1.39%Q1 2026
07
Golden State Wealth Management, LLC
CIK 0001776033
$5M135K0.58%Q1 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M112K0.00%Q1 2026
09
Chris Bulman Inc
CIK 0002032404
$4M108K1.84%Q1 2026
10
Brookstone Capital Management
CIK 0001599584
$4M106K0.05%Q1 2026
11
Pursuit Wealth Management LLC
CIK 0002106233
$3M76K2.61%Q4 2025
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M72K0.00%Q1 2026
13
D.A. DAVIDSON & CO.
CIK 0001080107
$3M64K0.02%Q1 2026
14
Midwest Financial Group LLC
CIK 0001967193
$3M64K1.07%Q1 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M57K0.00%Q1 2026
16
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M50K0.03%Q1 2026
17
STIFEL FINANCIAL CORP
CIK 0000720672
$2M45K0.00%Q1 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M45K0.00%Q1 2026
19
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M44K0.00%Q1 2026
20
Gateway Wealth Partners, LLC
CIK 0001966037
$2M42K0.06%Q1 2026
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