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

FIRST TR EXCHANGE-TRADED ALP

138 institutions still hold FIRST TR EXCHANGE-TRADED ALP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33737M102·138 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$374M
visible holders
Holders
138
filers reporting
Concentration
26.90%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

138 institutions reported FNY in Q2 2026. LPL Financial LLC leads at 26.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$101M907K0.02%Q2 202602
MORGAN STANLEY
CIK 0000895421
$54M485K0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$53M482K0.01%Q2 202604
&PARTNERS
CIK 0000107136
$23M198K0.09%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$21M189K0.02%Q2 202606
NewEdge Advisors, LLC
CIK 0001633516
$20M183K0.06%Q2 202607
UBS Group AG
CIK 0001610520
$14M130K0.00%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M114K0.00%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$12M135K0.03%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M97K0.00%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M74K0.01%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$6M54K0.00%Q2 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M50K0.00%Q2 202614
Kingsview Wealth Management, LLC
CIK 0001791965
$5M46K0.06%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M44K0.00%Q2 202616
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M42K0.02%Q2 202617
Equitable Holdings, Inc.
CIK 0001333986
$5M41K0.03%Q2 202618
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$5M41K0.00%Q2 202619
Private Advisor Group, LLC
CIK 0001567755
$4M40K0.02%Q2 202620
Janney Montgomery Scott LLC
CIK 0001329948
$4M47K0.01%Q1 2026
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