13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
FTCB

FIRST TRUST EXCHANGE TRADED FU

202 institutions still hold FIRST TRUST EXCHANGE TRADED FU 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
—
▼ 9.4%
vs prior quarter
13F value held
$1.2B
57.0% inst. owned
of float
Holders
202
-68 QoQ
filers reporting
Activity
+20 / −21
+739 added · −683 reduced
this quarter
Concentration
26.41%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

202 institutions reported FTCB in Q1 2026. LPL Financial LLC leads at 26.4% of the visible book. -68 net institutions QoQ — distribution reading.

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
$68M3.2M7.75%Q1 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
Prospera Financial Services Inc
CIK 0001541625
$26M1.2M0.42%Q1 202614
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$26M1.2M0.02%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M1.2M0.04%Q1 202616
Cyndeo Wealth Partners, LLC
CIK 0001950947
$25M1.2M1.33%Q1 202617
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$24M1.2M1.11%Q1 202618
BENJAMIN EDWARDS INC
CIK 0001451623
$24M1.1M0.24%Q1 202619
Centennial Wealth Advisory LLC
CIK 0001839421
$23M1.1M5.52%Q1 202620
Private Advisor Group, LLC
CIK 0001567755
$22M1.1M0.10%Q1 2026
Page 1 of 11
182 more holders available. Log in →