DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

FIIG

FIRST TR EXCHANGE-TRADED FD

136 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 33738D796·136 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 2.4%

vs prior quarter

13F value held

$436M

70.0% inst. owned

of float

Holders

136

+72 QoQ

filers reporting

Activity

+45 / −65

+876 added · −812 reduced

this quarter

Concentration

23.12%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

136 institutions reported FIIG in Q1 2026. LPL Financial LLC leads at 23.1% of the visible book. +72 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

$101M4.9M0.03%Q1 2026 02

$53M2.5M0.00%Q1 2026 03

COMMONWEALTH EQUITY SERVICES, LLC

$39M1.9M0.05%Q1 2026 04

Cetera Investment Advisers

$36M1.7M0.04%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

$35M1.7M0.01%Q1 2026 06

TCP Asset Management, LLC

$29M1.4M3.73%Q1 2026 07

MANCHESTER FINANCIAL INC

$22M1.1M4.25%Q1 2026 08

Per Stirling Capital Management, LLC.

$18M880K2.02%Q1 2026 09

STEPHENS INC /AR/

$16M762K0.20%Q1 2026 10

Kestra Advisory Services, LLC

$12M572K0.04%Q1 2026 11

Rehmann Capital Advisory Group

$10M490K0.53%Q1 2026 12

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$10M463K0.01%Q1 2026 13

$9M411K0.04%Q1 2026 14

HighTower Advisors, LLC

$8M390K0.01%Q1 2026 15

BENJAMIN EDWARDS INC

$8M366K0.08%Q1 2026 16

NewEdge Advisors, LLC

$8M366K0.03%Q1 2026 17

Mach-1 Financial Group, LLC

$7M360K2.63%Q1 2026 18

Owen LaRue, LLC

$6M291K2.31%Q1 2026 19

Orion Portfolio Solutions, LLC

$5M260K0.03%Q1 2025 20

Csenge Advisory Group

$5M237K0.23%Q1 2026

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