13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
FTA

FIRST TR EXCHANGE-TRADED ALP

233 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 33735J101·Exchange Traded Fund·233 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.0%
vs prior quarter
13F value held
$671M
50.0% inst. owned
of float
Holders
233
-6 QoQ
filers reporting
Activity
+10 / −99
+860 added · −728 reduced
this quarter
Concentration
24.86%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

233 institutions reported FTA in Q1 2026. MORGAN STANLEY leads at 24.9% of the visible book. -6 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
$167M1.8M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$99M1.1M0.03%Q1 202603
UBS Group AG
CIK 0001610520
$89M968K0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M401K0.01%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$36M391K0.00%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$32M345K0.03%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$28M299K0.00%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M295K0.01%Q1 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$18M198K0.15%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M197K0.00%Q1 202611
Kingsview Wealth Management, LLC
CIK 0001791965
$16M177K0.22%Q1 202612
NewEdge Advisors, LLC
CIK 0001633516
$14M156K0.05%Q1 202613
Private Advisor Group, LLC
CIK 0001567755
$13M144K0.06%Q1 202614
Holistic Financial Partners
CIK 0001729304
$13M141K4.83%Q1 202615
ASSETMARK, INC
CIK 0001344551
$12M141K0.02%Q4 202516
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M129K0.02%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M117K0.02%Q1 202618
BENJAMIN EDWARDS INC
CIK 0001451623
$10M105K0.10%Q1 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$9M102K0.00%Q1 202620
Kaydan Wealth Management, Inc.
CIK 0001964532
$8M89K2.74%Q1 2026
Page 1 of 12
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