DOSSIER · 13F Holders · Q2 2026
FID

FIRST TR EXCHANGE TRADED FD

76 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 33738R688·76 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$113M
visible holders
Holders
76
filers reporting
Concentration
21.35%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

76 institutions reported FID in Q2 2026. LPL Financial LLC leads at 21.4% 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
$24M1.1M0.01%Q2 2026
02
Wagner Wealth Management, LLC
CIK 0001728657
$18M821K3.26%Q2 2026
03
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M394K0.02%Q1 2026
04
Hobart Private Capital, LLC
CIK 0001767062
$6M302K1.11%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M270K0.00%Q2 2026
06
STIFEL FINANCIAL CORP
CIK 0000720672
$6M261K0.00%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M256K0.00%Q2 2026
08
Ethos Financial Group, LLC
CIK 0001954242
$5M240K0.36%Q2 2026
09
D.A. DAVIDSON & CO.
CIK 0001080107
$5M248K0.03%Q2 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$4M207K0.00%Q2 2026
11
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M182K0.00%Q1 2026
12
Cetera Investment Advisers
CIK 0001666741
$3M135K0.00%Q2 2026
13
Janney Montgomery Scott LLC
CIK 0001329948
$3M138K0.01%Q1 2026
14
Entruity Wealth, LLC
CIK 0001719303
$3M127K1.76%Q2 2026
15
BlueChip Wealth Advisors LLC
CIK 0002015578
$3M118K0.96%Q2 2026
16
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M141K0.01%Q1 2025
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M99K0.00%Q2 2026
18
Signal Advisors Wealth, LLC
CIK 0002010926
$2M87K0.09%Q2 2026
19
Concurrent Investment Advisors, LLC
CIK 0002001015
$2M80K0.01%Q2 2026
20
Gateway Wealth Partners, LLC
CIK 0001966037
$2M77K0.10%Q2 2026
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