13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
FSIG

FIRST TR EXCHANGE TRADED FD IV

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

CUSIP 33738d804·169 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.7%
vs prior quarter
13F value held
$827M
48.0% inst. owned
of float
Holders
169
+88 QoQ
filers reporting
Activity
+79 / −48
+859 added · −691 reduced
this quarter
Concentration
28.31%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

169 institutions reported FSIG in Q1 2026. MORGAN STANLEY leads at 28.3% of the visible book. +88 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$234M12.4M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$163M8.6M0.04%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$69M3.7M0.01%Q1 202604
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$62M3.3M0.04%Q1 202605
Csenge Advisory Group
CIK 0001715593
$40M2.1M1.82%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$39M2.0M0.01%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M2.0M0.01%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$33M1.7M0.01%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$24M1.3M0.02%Q1 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$19M1.0M0.03%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$18M936K0.03%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$16M870K0.02%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M778K0.00%Q1 202614
ASSETMARK, INC
CIK 0001344551
$11M552K0.02%Q4 202515
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$10M554K0.12%Q1 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$8M440K0.00%Q1 202617
NewEdge Advisors, LLC
CIK 0001633516
$7M394K0.03%Q1 202618
TAP Consulting, LLC
CIK 0001748930
$7M381K1.47%Q4 202419
STEPHENS INC /AR/
CIK 0000757657
$7M355K0.08%Q1 202620
KMG FIDUCIARY PARTNERS, LLC
CIK 0001773205
$6M341K0.48%Q1 2026
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