DOSSIER · 13F Holders · Q1 2026
FMTL

FIRST TR EXCHANGE TRADED FD

14 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 33734X713·14 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$8M
visible holders
Holders
14
filers reporting
Concentration
33.32%
Quadcap Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

First Tr Exchanged Traded Fund (FMTL) shows 12 institutional holders with $7.1M in disclosed value as of Q1 2026. Quadcap Wealth Management anchors at $2.8M (40% of book), with Kestra Advisory Services and Commonwealth Equity Services also carrying positions. New buyers AE Wealth Management, Accel Wealth Management, and UBS Group added in Q1 — broadening the distribution base.

FMTL is a First Trust ETF structure with 12 institutions reporting $7.1M combined.

Top Holders

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
Quadcap Wealth Management, LLC
CIK 0002009674
$3M85K0.32%Q1 2026
02
Kestra Advisory Services, LLC
CIK 0001830819
$2M52K0.01%Q2 2026
03
CITADEL ADVISORS LLC
CIK 0001423053
$1M38K0.00%Q4 2025
04
Accel Wealth Management
CIK 0001838226
$696K21K0.16%Q2 2026
05
Independent Wealth Network Inc.
CIK 0001891240
$652K20K0.17%Q2 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$524K16K0.00%Q2 2026
07
AE Wealth Management LLC
CIK 0001697723
$311K9K0.00%Q1 2026
08
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$243K7K0.00%Q2 2026
09
FSB PREMIER WEALTH MANAGEMENT, INC.
CIK 0000887748
$221K7K0.07%Q1 2026
10
Advisory Services Network, LLC
CIK 0001573876
$71K2K0.00%Q1 2026
11
CoreCap Advisors, LLC
CIK 0001902501
$61K2K0.00%Q2 2026
12
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$51K2K0.00%Q2 2026
13
UBS Group AG
CIK 0001610520
$11K3180.00%Q1 2026
14
SBI Securities Co., Ltd.
CIK 0001851815
$6520.00%Q2 2026