13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
FID

FIRST TR EXCHANGE TRADED FD

73 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 33738R688·73 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.9%
vs prior quarter
13F value held
$113M
58.0% inst. owned
of float
Holders
73
+108 QoQ
filers reporting
Activity
+50 / −14
+1,044 added · −791 reduced
this quarter
Concentration
19.95%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported FID in Q1 2026. LPL Financial LLC leads at 20.0% of the visible book. +108 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
$23M1.1M0.01%Q1 202602
Wagner Wealth Management, LLC
CIK 0001728657
$17M811K3.43%Q1 202603
Arkadios Wealth Advisors
CIK 0001800798
$15M730K0.25%Q1 202604
Hobart Private Capital, LLC
CIK 0001767062
$6M294K1.21%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M274K0.00%Q1 202606
Entruity Wealth, LLC
CIK 0001719303
$5M260K3.70%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M255K0.00%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$5M248K0.00%Q1 202609
D.A. DAVIDSON & CO.
CIK 0001080107
$5M246K0.03%Q1 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M182K0.00%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$3M156K0.00%Q1 202612
Gateway Wealth Partners, LLC
CIK 0001966037
$3M149K0.12%Q1 202613
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M141K0.01%Q1 202514
Cetera Investment Advisers
CIK 0001666741
$2M112K0.00%Q1 202615
BlueChip Wealth Advisors LLC
CIK 0002015578
$2M112K1.03%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M83K0.00%Q1 202617
Ethos Financial Group, LLC
CIK 0001954242
$2M83K0.13%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M80K0.00%Q1 202619
Signal Advisors Wealth, LLC
CIK 0002010926
$1M69K0.10%Q1 202620
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M66K0.01%Q1 2026
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