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

FIRST TR EXCHANGE-TRADED FD

204 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 33733E823·204 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$732M
visible holders
Holders
204
filers reporting
Concentration
29.15%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

204 institutions reported FTGS in Q2 2026. LPL Financial LLC leads at 29.2% 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
$213M5.8M0.05%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$71M1.9M0.02%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$57M1.5M0.05%Q2 202604
CWM, LLC
CIK 0001535847
$45M1.3M0.12%Q1 202605
MORGAN STANLEY
CIK 0000895421
$41M1.1M0.00%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M1.1M0.01%Q2 202607
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$38M1.0M16.45%Q2 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$31M900K0.08%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$29M778K0.03%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$20M542K0.00%Q2 202611
ODonnell Financial Services, LLC
CIK 0001730962
$19M518K5.64%Q2 202612
Mach-1 Financial Group, LLC
CIK 0001843358
$19M500K7.17%Q2 202613
Hobart Private Capital, LLC
CIK 0001767062
$16M426K2.70%Q2 202614
ASSETMARK, INC
CIK 0001344551
$16M425K0.03%Q2 202615
Independent Advisor Alliance
CIK 0001696899
$16M420K0.36%Q2 202616
PARK NATIONAL CORP /OH/
CIK 0000805676
$14M376K0.39%Q2 202617
D.A. DAVIDSON & CO.
CIK 0001080107
$13M350K0.07%Q2 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M331K0.00%Q2 202619
KPP Advisory Services LLC
CIK 0001989349
$12M330K1.54%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M315K0.01%Q2 2026
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