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

FIRST TR EXCHANGE-TRADED FD

202 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 33738D788·202 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
202
filers reporting
Concentration
25.93%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

202 institutions reported FTCB in Q1 2026. LPL Financial LLC leads at 25.9% 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
$316M15.1M0.08%Q1 202602
MORGAN STANLEY
CIK 0000895421
$146M7.0M0.01%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$108M5.1M0.03%Q1 202604
LVZ, Inc.
CIK 0001574408
$68M3.2M6.87%Q2 202605
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$58M2.8M0.90%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$58M2.8M0.06%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$51M2.4M0.05%Q1 202608
Long Run Wealth Advisors, LLC
CIK 0001903296
$47M2.2M8.93%Q4 202509
STEPHENS INC /AR/
CIK 0000757657
$42M2.0M0.52%Q1 202610
Bouchey Financial Group Ltd
CIK 0001599054
$40M1.9M2.92%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$35M1.7M0.13%Q1 202612
&PARTNERS
CIK 0000107136
$31M1.5M0.16%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$31M1.5M0.08%Q1 202614
Seascape Capital Management
CIK 0001418342
$30M1.4M8.54%Q1 202615
Centennial Wealth Advisory LLC
CIK 0001839421
$30M1.4M6.39%Q2 202616
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$26M1.2M0.02%Q1 202617
Cyndeo Wealth Partners, LLC
CIK 0001950947
$26M1.2M1.22%Q2 202618
BENJAMIN EDWARDS INC
CIK 0001451623
$26M1.2M0.24%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M1.2M0.04%Q1 202620
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$25M1.2M0.99%Q2 2026
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