13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
FTGS

FIRST TR EXCHANGE-TRADED FD

180 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 33733E823·180 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.6%
vs prior quarter
13F value held
$621M
62.0% inst. owned
of float
Holders
180
-68 QoQ
filers reporting
Activity
+55 / −44
+888 added · −832 reduced
this quarter
Concentration
31.48%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

180 institutions reported FTGS in Q1 2026. LPL Financial LLC leads at 31.5% of the visible book. -68 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$196M5.7M0.05%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$66M1.9M0.02%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$51M1.5M0.05%Q1 202604
CWM, LLC
CIK 0001535847
$45M1.3M0.12%Q1 202605
MORGAN STANLEY
CIK 0000895421
$35M1.0M0.00%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M993K0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$24M693K0.03%Q1 202608
Mach-1 Financial Group, LLC
CIK 0001843358
$19M547K6.55%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$18M514K0.00%Q1 202610
ODonnell Financial Services, LLC
CIK 0001730962
$17M502K5.89%Q1 202611
Independent Advisor Alliance
CIK 0001696899
$16M471K0.17%Q1 202612
Hobart Private Capital, LLC
CIK 0001767062
$14M404K2.70%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M380K0.00%Q1 202614
PARK NATIONAL CORP /OH/
CIK 0000805676
$13M367K0.38%Q1 202615
D.A. DAVIDSON & CO.
CIK 0001080107
$12M350K0.07%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M340K0.02%Q1 202617
KPP Advisory Services LLC
CIK 0001989349
$11M317K1.57%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$11M316K0.05%Q1 202619
VestGen Advisors, LLC
CIK 0002050130
$9M257K0.25%Q1 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$9M269K0.07%Q1 2026
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