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

FIRST TR EXCHANGE TRADED FD

72 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 33734X838·72 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$68M
visible holders
Holders
72
filers reporting
Concentration
25.11%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

72 institutions reported FTRI in Q2 2026. LPL Financial LLC leads at 25.1% 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
$17M1.1M0.00%Q2 202602
ROYAL BANK OF CANADA
CIK 0001000275
$13M806K0.00%Q2 202603
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M328K0.02%Q1 202604
PARK NATIONAL CORP /OH/
CIK 0000805676
$4M273K0.12%Q2 202605
MORGAN STANLEY
CIK 0000895421
$4M241K0.00%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$3M217K0.00%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M178K0.00%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M174K0.00%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M170K0.00%Q2 202610
Farther Finance Advisors, LLC
CIK 0001992825
$2M133K0.02%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M92K0.00%Q2 202612
D.A. DAVIDSON & CO.
CIK 0001080107
$1M83K0.01%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M73K0.00%Q1 202614
Security National Bank
CIK 0001719739
$1M79K0.15%Q2 202615
Lauer Wealth, LLC
CIK 0001860063
$1M73K0.72%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M75K0.00%Q2 202617
Gladstone Institutional Advisory LLC
CIK 0001766530
$820K52K0.03%Q2 202618
Modern Wealth Management, LLC
CIK 0002001900
$681K38K0.01%Q1 202619
Kestra Advisory Services, LLC
CIK 0001830819
$632K40K0.00%Q2 202620
MANCHESTER FINANCIAL INC
CIK 0000866590
$623K39K0.11%Q2 2026
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