13F Insight
DOSSIER · 13F Holders · Q2 2026
FTCB

FIRST TR EXCHANGE-TRADED FD

208 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D788·208 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
208
filers reporting
Concentration
26.18%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

208 institutions reported FTCB in Q2 2026. LPL Financial LLC leads at 26.2% 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
$356M17.1M0.08%Q2 202602
MORGAN STANLEY
CIK 0000895421
$156M7.5M0.01%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$105M5.0M0.02%Q2 202604
LVZ, Inc.
CIK 0001574408
$68M3.2M6.87%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$63M3.0M0.06%Q2 202606
Bouchey Financial Group Ltd
CIK 0001599054
$61M2.9M3.95%Q2 202607
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$60M2.9M0.81%Q2 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$56M2.7M0.05%Q2 202609
Long Run Wealth Advisors, LLC
CIK 0001903296
$47M2.2M8.93%Q4 202510
Evergreen Wealth Solutions, LLC
CIK 0001904432
$46M2.2M2.40%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$45M2.2M0.01%Q2 202612
STEPHENS INC /AR/
CIK 0000757657
$42M2.0M0.47%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$36M1.7M0.12%Q2 202614
&PARTNERS
CIK 0000107136
$36M1.7M0.15%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$32M1.5M0.00%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$31M1.5M0.04%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$31M1.5M0.08%Q1 202618
Seascape Capital Management
CIK 0001418342
$30M1.4M8.54%Q1 202619
Centennial Wealth Advisory LLC
CIK 0001839421
$30M1.4M6.39%Q2 202620
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$29M1.4M0.02%Q2 2026
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