13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
FNK

FIRST TR EXCHANGE-TRADED ALP

62 institutions still hold FIRST TR EXCHANGE-TRADED ALP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33737M201·62 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.8%
vs prior quarter
13F value held
$142M
64.0% inst. owned
of float
Holders
62
-72 QoQ
filers reporting
Activity
+8 / −64
+842 added · −748 reduced
this quarter
Concentration
54.01%
TOTAL INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

62 institutions reported FNK in Q1 2026. TOTAL INVESTMENT MANAGEMENT INC leads at 54.0% of the visible book. -72 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
TOTAL INVESTMENT MANAGEMENT INC
CIK 0001068804
$77M1.3M8.93%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M259K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$13M236K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$8M138K0.00%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$6M106K0.01%Q1 202606
Kingsview Wealth Management, LLC
CIK 0001791965
$4M63K0.05%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M59K0.00%Q1 202608
UBS Group AG
CIK 0001610520
$3M51K0.00%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M50K0.00%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M37K0.00%Q1 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M28K0.00%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$1M23K0.00%Q1 202613
Equitable Holdings, Inc.
CIK 0001333986
$1M21K0.01%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$936,82316K0.00%Q1 202615
Keel Point, LLC
CIK 0001386935
$676,17912K0.04%Q1 202616
ARS Wealth Advisors Group, LLC
CIK 0001886707
$655,69711K0.06%Q1 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$596,75510K0.01%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$589,88110K0.00%Q1 202619
Private Advisor Group, LLC
CIK 0001567755
$471,0098K0.00%Q1 202620
&PARTNERS
CIK 0000107136
$329,1086K0.00%Q1 2026
Page 1 of 4
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