13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FTQI

FIRST TR EXCHANGE TRADED FD

108 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 33738R407·108 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.8%
vs prior quarter
13F value held
$204M
78.0% inst. owned
of float
Holders
108
-103 QoQ
filers reporting
Activity
+50 / −64
+770 added · −687 reduced
this quarter
Concentration
34.99%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

108 institutions reported FTQI in Q1 2026. LPL Financial LLC leads at 35.0% of the visible book. -103 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
$71M3.6M0.02%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$49M2.5M0.01%Q1 202603
Integrated Wealth Concepts LLC
CIK 0001737109
$13M650K0.10%Q1 202604
Snowden Capital Advisors LLC
CIK 0001903055
$10M484K0.26%Q1 202605
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$10M481K0.62%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$7M364K0.01%Q1 202607
Sun Financial Inc
CIK 0002067342
$5M246K2.68%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M248K0.01%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M225K0.01%Q1 202610
Private Advisor Group, LLC
CIK 0001567755
$4M199K0.02%Q1 202611
Sowell Financial Services LLC
CIK 0001633697
$3M172K0.13%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M171K0.00%Q1 202613
RiverTree Advisors, LLC
CIK 0001872501
$3M155K1.95%Q1 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$2M124K0.00%Q1 202615
RFG Advisory, LLC
CIK 0001633387
$2M121K0.04%Q1 202616
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$2M119K0.17%Q1 202617
Concurrent Investment Advisors, LLC
CIK 0002001015
$2M117K0.03%Q1 202618
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M105K0.01%Q2 202519
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$2M94K0.00%Q1 202620
Capital Investment Advisory Services, LLC
CIK 0001659203
$2M90K0.13%Q1 2026
Page 1 of 6
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