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

FIRST TR EXCHANGE-TRADED FD

222 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 336920103·222 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.4%
vs prior quarter
13F value held
$427M
59.0% inst. owned
of float
Holders
222
-82 QoQ
filers reporting
Activity
+23 / −81
+884 added · −703 reduced
this quarter
Concentration
22.42%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

222 institutions reported FPX in Q1 2026. MORGAN STANLEY leads at 22.4% of the visible book. -82 net institutions QoQ — distribution reading.

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
ROYAL BANK OF CANADA
CIK 0001000275
$18M113K0.00%Q1 202607
Systelligence, LLC
CIK 0001882691
$16M102K3.15%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
Cassia Capital Partners, LLC
CIK 0001844897
$9M59K4.80%Q1 202612
UBS Group AG
CIK 0001610520
$9M58K0.00%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M53K0.00%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M52K0.00%Q1 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$8M48K0.00%Q1 202616
Ethos Financial Group, LLC
CIK 0001954242
$7M46K0.53%Q1 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$6M41K0.01%Q1 202618
Proactive Wealth Strategies LLC
CIK 0002043129
$6M41K1.21%Q1 202619
OneAscent Financial Services LLC
CIK 0001780985
$6M36K0.31%Q1 202620
TWIN PEAKS WEALTH ADVISORS, LLC
CIK 0002006218
$6M35K1.40%Q1 2026
Page 1 of 12
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