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

FIRST TR EXCHANGE-TRADED FD

35 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 33733E708·35 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$16M
visible holders
Holders
35
filers reporting
Concentration
52.06%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

35 institutions reported FTDS in Q1 2026. LPL Financial LLC leads at 52.1% 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
$9M142K0.00%Q1 202602
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M19K0.04%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$733K12K0.00%Q1 202604
MORGAN STANLEY
CIK 0000895421
$646K11K0.00%Q1 202605
AE Wealth Management LLC
CIK 0001697723
$612K10K0.00%Q1 202606
TCFG Investment Advisors, LLC
CIK 0002121836
$543K9K0.18%Q2 202607
TCFG WEALTH MANAGEMENT, LLC
CIK 0001548059
$534K9K0.20%Q1 202608
CreativeOne Wealth, LLC
CIK 0001739728
$516K9K0.01%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$487K8K0.00%Q1 202610
UBS Group AG
CIK 0001610520
$395K7K0.00%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$305K5K0.00%Q1 202612
D.A. DAVIDSON & CO.
CIK 0001080107
$303K5K0.00%Q2 202613
PFG Investments, LLC
CIK 0001973224
$295K5K0.01%Q2 202614
Key Client Fiduciary Advisors, LLC
CIK 0001912612
$257K4K0.07%Q2 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$238K4K0.00%Q2 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$229K4K0.00%Q1 202617
Rockefeller Capital Management L.P.
CIK 0001739439
$188K3K0.00%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$181K3K0.00%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$135K2K0.00%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$134K2K0.00%Q1 2026
Page 1 of 2
15 more holders available. Log in →