13F Insight
DOSSIER · 13F Holders · Q1 2026
FTQI

FIRST TR EXCHANGE TRADED FD

110 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 33738R407·110 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$214M
visible holders
Holders
110
filers reporting
Concentration
33.24%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

110 institutions reported FTQI in Q1 2026. LPL Financial LLC leads at 33.2% 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
$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
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$12M560K0.71%Q2 202605
Snowden Capital Advisors LLC
CIK 0001903055
$10M484K0.26%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
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M182K0.08%Q2 202611
Janney Montgomery Scott LLC
CIK 0001329948
$4M200K0.01%Q1 202612
Private Advisor Group, LLC
CIK 0001567755
$4M199K0.02%Q1 202613
RiverTree Advisors, LLC
CIK 0001872501
$4M174K2.27%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M171K0.00%Q1 202615
Sowell Financial Services LLC
CIK 0001633697
$3M154K0.11%Q2 202616
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$3M150K0.20%Q2 202617
RFG Advisory, LLC
CIK 0001633387
$3M146K0.05%Q2 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M161K0.01%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$2M124K0.00%Q1 202620
Concurrent Investment Advisors, LLC
CIK 0002001015
$2M117K0.03%Q1 2026
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