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

FIRST TR EXCHANGE TRADED FD

121 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 33738R407·121 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$274M
visible holders
Holders
121
filers reporting
Concentration
33.85%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

121 institutions reported FTQI in Q2 2026. LPL Financial LLC leads at 33.9% 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
$93M4.2M0.02%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$63M2.8M0.01%Q2 202603
Integrated Wealth Concepts LLC
CIK 0001737109
$15M689K0.07%Q2 202604
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$12M560K0.71%Q2 202605
Spartan Wealth Advisory Services LLC
CIK 0002075193
$11M508K0.92%Q2 202606
Snowden Capital Advisors LLC
CIK 0001903055
$11M499K0.26%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$10M446K0.01%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M316K0.01%Q2 202609
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$6M280K0.00%Q2 202610
Sun Financial Inc
CIK 0002067342
$6M266K2.79%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M235K0.00%Q2 202612
Ameritas Advisory Services, LLC
CIK 0001901275
$5M222K0.10%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M186K0.00%Q2 202614
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M182K0.08%Q2 202615
Janney Montgomery Scott LLC
CIK 0001329948
$4M200K0.01%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$4M180K0.00%Q2 202617
RiverTree Advisors, LLC
CIK 0001872501
$4M174K2.27%Q2 202618
Private Advisor Group, LLC
CIK 0001567755
$3M154K0.02%Q2 202619
Sowell Financial Services LLC
CIK 0001633697
$3M154K0.11%Q2 202620
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$3M150K0.20%Q2 2026
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