13F Insight
DOSSIER · 13F Holders · Q1 2026
FPX

FIRST TR EXCHANGE-TRADED FD

223 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 336920103·223 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$442M
visible holders
Holders
223
filers reporting
Concentration
21.66%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

223 institutions reported FPX in Q1 2026. MORGAN STANLEY leads at 21.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$96M603K0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$67M424K0.02%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$53M335K0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M204K0.00%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$29M180K0.01%Q1 202606
Systelligence, LLC
CIK 0001882691
$21M103K3.54%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$18M113K0.00%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M91K0.02%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$14M87K0.01%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M83K0.02%Q1 202611
Ocean Park Asset Management, LLC
CIK 0001538052
$10M50K0.50%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$10M63K0.03%Q1 202613
Cassia Capital Partners, LLC
CIK 0001844897
$9M59K4.80%Q1 202614
UBS Group AG
CIK 0001610520
$9M58K0.00%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M53K0.00%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M52K0.00%Q1 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$8M48K0.00%Q1 202618
Janney Montgomery Scott LLC
CIK 0001329948
$7M47K0.02%Q1 202619
Ethos Financial Group, LLC
CIK 0001954242
$7M46K0.53%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$6M41K0.01%Q1 2026
Page 1 of 12
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