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

FIRST TR EXCHANGE-TRADED FD

41 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 33733E708·41 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$18M
visible holders
Holders
41
filers reporting
Concentration
51.33%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported FTDS in Q2 2026. LPL Financial LLC leads at 51.3% 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
$9M150K0.00%Q2 202602
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M19K0.04%Q1 202603
Medallion Wealth Advisors, LLC
CIK 0002131139
$757K26K0.24%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$753K12K0.00%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$680K11K0.00%Q2 202606
MORGAN STANLEY
CIK 0000895421
$655K11K0.00%Q2 202607
TCFG Investment Advisors, LLC
CIK 0002121836
$540K9K0.18%Q3 202608
TCFG WEALTH MANAGEMENT, LLC
CIK 0001548059
$534K9K0.20%Q1 202609
CreativeOne Wealth, LLC
CIK 0001739728
$441K7K0.01%Q2 202610
UBS Group AG
CIK 0001610520
$402K7K0.00%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$364K6K0.00%Q2 202612
CARLSON FINANCIAL, INC.
CIK 0002134889
$342K6K0.17%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$328K5K0.00%Q2 202614
D.A. DAVIDSON & CO.
CIK 0001080107
$303K5K0.00%Q2 202615
PFG Investments, LLC
CIK 0001973224
$295K5K0.01%Q2 202616
CALTON & ASSOCIATES, INC.
CIK 0000822648
$270K4K0.04%Q2 202617
Key Client Fiduciary Advisors, LLC
CIK 0001912612
$256K4K0.07%Q3 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$238K4K0.00%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$229K4K0.00%Q1 202620
Pinnacle Financial Partners, Inc.
CIK 0002082866
$203K3K0.00%Q2 2026
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