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

FIRST TR EXCHANGE TR DB STRAT VA

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

CUSIP 33733E104·573 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.2B
visible holders
Holders
573
filers reporting
Concentration
21.69%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

573 institutions reported FTCS in Q2 2026. LPL Financial LLC leads at 21.7% 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
$689M7.3M0.15%Q2 202602
MORGAN STANLEY
CIK 0000895421
$494M5.3M0.03%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$373M4.0M0.10%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$230M2.4M0.04%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$135M1.4M0.12%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$132M1.4M0.01%Q2 202607
UBS Group AG
CIK 0001610520
$124M1.3M0.02%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$120M1.3M0.14%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$100M1.1M0.02%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$97M1.0M0.01%Q2 202611
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$93M989K0.07%Q2 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$86M918K0.02%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$83M892K0.21%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$83M879K0.03%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$74M783K0.09%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$69M738K0.06%Q2 202617
Archer Investment Corp
CIK 0001803804
$53M560K5.11%Q2 202618
Private Advisor Group, LLC
CIK 0001567755
$52M557K0.24%Q2 202619
TRUIST FINANCIAL CORP
CIK 0000092230
$46M485K0.05%Q2 202620
Concurrent Investment Advisors, LLC
CIK 0002001015
$43M454K0.36%Q2 2026
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