DOSSIER · 13F Holders · Q2 2026
FIIG

FIRST TR EXCHANGE-TRADED FD

150 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 33738D796·150 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$426M
visible holders
Holders
150
filers reporting
Concentration
23.61%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

150 institutions reported FIIG in Q2 2026. LPL Financial LLC leads at 23.6% 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
$101M4.9M0.02%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$56M2.7M0.00%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M1.9M0.01%Q2 2026
04
MANCHESTER FINANCIAL INC
CIK 0000866590
$33M1.6M5.83%Q2 2026
05
TCP Asset Management, LLC
CIK 0001961898
$31M1.5M3.54%Q2 2026
06
Cetera Investment Advisers
CIK 0001666741
$27M1.3M0.02%Q2 2026
07
Per Stirling Capital Management, LLC.
CIK 0001689933
$18M884K1.74%Q2 2026
08
STEPHENS INC /AR/
CIK 0000757657
$16M765K0.18%Q2 2026
09
Kestra Advisory Services, LLC
CIK 0001830819
$13M605K0.04%Q2 2026
10
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$11M538K0.03%Q1 2026
11
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$11M518K0.01%Q2 2026
12
Rehmann Capital Advisory Group
CIK 0001633037
$10M488K0.46%Q2 2026
13
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M475K0.01%Q2 2026
14
&PARTNERS
CIK 0000107136
$9M447K0.04%Q2 2026
15
NewEdge Advisors, LLC
CIK 0001633516
$9M434K0.03%Q2 2026
16
BENJAMIN EDWARDS INC
CIK 0001451623
$8M393K0.07%Q2 2026
17
Mach-1 Financial Group, LLC
CIK 0001843358
$7M343K2.75%Q2 2026
18
Owen LaRue, LLC
CIK 0001965328
$6M299K2.15%Q2 2026
19
Orion Portfolio Solutions, LLC
CIK 0001802647
$5M260K0.03%Q1 2025
20
Csenge Advisory Group
CIK 0001715593
$5M251K0.21%Q2 2026
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