DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FMF

FIRST TR EXCHANGE-TRADED FD

90 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 33739G103·90 13F holders·last filed Mar 31, 2026
Market cap
3.5%
vs prior quarter
13F value held
$169M
72.0% inst. owned
of float
Holders
90
+74 QoQ
filers reporting
Activity
+68 / −102
+916 added · −717 reduced
this quarter
Concentration
17.56%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

90 institutions reported FMF in Q1 2026. LPL Financial LLC leads at 17.6% of the visible book. +74 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
$30M585K0.01%Q1 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M472K0.01%Q1 2026
03
Cetera Investment Advisers
CIK 0001666741
$18M357K0.02%Q1 2026
04
ALM First Financial Advisors, LLC
CIK 0001950054
$16M312K2.83%Q1 2026
05
TCP Asset Management, LLC
CIK 0001961898
$11M217K1.41%Q1 2026
06
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$10M202K0.01%Q1 2026
07
MORGAN STANLEY
CIK 0000895421
$9M177K0.00%Q1 2026
08
ASSETMARK, INC
CIK 0001344551
$9M182K0.02%Q4 2025
09
BENJAMIN EDWARDS INC
CIK 0001451623
$6M123K0.06%Q1 2026
10
Orion Portfolio Solutions, LLC
CIK 0001802647
$5M102K0.02%Q1 2025
11
Gateway Wealth Partners, LLC
CIK 0001966037
$4M85K0.17%Q1 2026
12
RFG Advisory, LLC
CIK 0001633387
$4M78K0.07%Q1 2026
13
Center For Asset Management LLC
CIK 0001844878
$4M75K1.89%Q1 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M75K0.00%Q1 2026
15
Bank of New York Mellon Corp
CIK 0001390777
$3M65K0.00%Q1 2026
16
IFP Advisors, Inc
CIK 0001641866
$3M60K0.06%Q1 2026
17
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$3M62K0.02%Q2 2025
18
Orion Porfolio Solutions, LLC
CIK 0001360533
$3M55K0.02%Q1 2026
19
CreativeOne Wealth, LLC
CIK 0001739728
$2M37K0.04%Q1 2026
20
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M37K0.00%Q1 2026
Page 1 of 5
70 more holders available. Log in →