13F Insight
DOSSIER · 13F Holders · Q2 2026
FMF

FIRST TR EXCHANGE-TRADED FD

91 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 33739G103·91 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$174M
visible holders
Holders
91
filers reporting
Concentration
31.62%
FIRST TRUST ADVISORS LP #1
top holder share
AI Holders Summary · Q2 2026

91 institutions reported FMF in Q2 2026. FIRST TRUST ADVISORS LP leads at 31.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$55M1.1M0.03%Q2 202602
MORGAN STANLEY
CIK 0000895421
$17M334K0.00%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$14M280K0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$12M231K0.00%Q2 202605
TCP Asset Management, LLC
CIK 0001961898
$11M226K1.28%Q2 202606
ASSETMARK, INC
CIK 0001344551
$11M217K0.02%Q2 202607
Janney Montgomery Scott LLC
CIK 0001329948
$11M208K0.03%Q1 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M111K0.01%Q1 202609
RFG Advisory, LLC
CIK 0001633387
$6M111K0.09%Q2 202610
Orion Portfolio Solutions, LLC
CIK 0001802647
$5M102K0.02%Q1 202511
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M86K0.00%Q2 202612
Center For Asset Management LLC
CIK 0001844878
$4M77K1.71%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M75K0.00%Q2 202614
IFP Advisors, Inc
CIK 0001641866
$3M63K0.06%Q2 202615
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$3M62K0.02%Q2 202516
Simplicity Wealth,LLC
CIK 0001913243
$3M52K0.09%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M48K0.00%Q2 202618
CreativeOne Wealth, LLC
CIK 0001739728
$2M35K0.04%Q2 202619
Concurrent Investment Advisors, LLC
CIK 0002001015
$2M34K0.01%Q2 202620
Twelve Points Wealth Management LLC
CIK 0001877090
$2M33K0.33%Q2 2026
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