DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FTSL

FIRST TR EXCHANGE-TRADED FD

330 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 33738D309·Exchange Traded Fund·330 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.1B
visible holders
Holders
330
filers reporting
Concentration
20.72%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

330 institutions reported FTSL in Q2 2026. MORGAN STANLEY leads at 20.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$220M4.9M0.01%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$125M2.8M0.03%Q2 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$75M1.7M0.01%Q2 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$67M1.5M0.01%Q2 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$66M1.5M0.00%Q2 2026
06
One Capital Management, LLC
CIK 0001606588
$64M1.4M1.79%Q2 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$64M1.4M0.02%Q2 2026
08
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$58M1.3M0.03%Q2 2026
09
UBS Group AG
CIK 0001610520
$42M937K0.01%Q2 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M884K0.01%Q2 2026
11
Focus Partners Wealth
CIK 0001542153
$30M669K0.03%Q2 2026
12
Virtue Capital Management, LLC
CIK 0001729985
$29M638K3.81%Q2 2026
13
WELCH & FORBES LLC
CIK 0000105495
$27M597K0.32%Q2 2026
14
Concurrent Investment Advisors, LLC
CIK 0002001015
$27M593K0.23%Q2 2026
15
TL Private Wealth
CIK 0001802868
$26M580K9.53%Q2 2026
16
Hikari Tsushin, Inc.
CIK 0001423673
$26M570K1.69%Q2 2026
17
Cyndeo Wealth Partners, LLC
CIK 0001950947
$21M469K0.99%Q2 2026
18
Cetera Investment Advisers
CIK 0001666741
$20M455K0.02%Q2 2026
19
Capital Investment Counsel, LLC
CIK 0002033609
$20M439K2.43%Q2 2026
20
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M378K0.02%Q2 2026
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