DOSSIER · 13F Holders · Q2 2026
FICS

FIRST TR EXCHANGE TRADED FD

78 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 33738R662·78 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$144M
visible holders
Holders
78
filers reporting
Concentration
28.57%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

78 institutions reported FICS in Q2 2026. LPL Financial LLC leads at 28.6% 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
$41M987K0.01%Q2 2026
02
Cetera Investment Advisers
CIK 0001666741
$19M452K0.02%Q2 2026
03
CWM, LLC
CIK 0001535847
$15M374K0.04%Q1 2026
04
Key FInancial Inc
CIK 0001801720
$10M249K1.70%Q2 2026
05
Good Life Advisors, LLC
CIK 0001696260
$7M179K0.44%Q2 2025
06
Golden State Wealth Management, LLC
CIK 0001776033
$6M141K0.54%Q2 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M109K0.00%Q2 2026
08
Chris Bulman Inc
CIK 0002032404
$4M106K1.62%Q2 2026
09
Brookstone Capital Management
CIK 0001599584
$4M103K0.04%Q2 2026
10
Integrated Wealth Concepts LLC
CIK 0001737109
$4M90K0.02%Q2 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M88K0.00%Q2 2026
12
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$4M87K0.08%Q2 2026
13
WEDBUSH SECURITIES INC
CIK 0001142495
$3M81K0.09%Q1 2026
14
Pursuit Wealth Management LLC
CIK 0002106233
$3M76K2.61%Q4 2025
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M73K0.00%Q2 2026
16
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M69K0.01%Q2 2026
17
D.A. DAVIDSON & CO.
CIK 0001080107
$3M67K0.02%Q2 2026
18
Janney Montgomery Scott LLC
CIK 0001329948
$3M66K0.01%Q1 2026
19
NORTHBRIDGE FINANCIAL GROUP, LLC
CIK 0001968850
$2M54K0.87%Q2 2026
20
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M53K0.03%Q2 2026
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