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

FIRST TR EXCHANGE-TRADED FD

331 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 33738d309·331 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.2%
vs prior quarter
13F value held
$1.0B
79.0% inst. owned
of float
Holders
331
+41 QoQ
filers reporting
Activity
+31 / −106
+982 added · −919 reduced
this quarter
Concentration
20.45%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

331 institutions reported FTSL in Q1 2026. MORGAN STANLEY leads at 20.5% of the visible book. +41 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$214M4.8M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$113M2.5M0.03%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$74M1.7M0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$66M1.5M0.00%Q1 202605
One Capital Management, LLC
CIK 0001606588
$64M1.4M1.77%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$64M1.4M0.01%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$61M1.4M0.02%Q1 202608
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$57M1.3M0.04%Q1 202609
UBS Group AG
CIK 0001610520
$42M932K0.01%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M837K0.01%Q1 202611
Flaharty Asset Management, LLC
CIK 0001697882
$36M800K4.45%Q1 202612
Virtue Capital Management, LLC
CIK 0001729985
$34M760K5.17%Q1 202613
Focus Partners Wealth
CIK 0001542153
$30M650K0.03%Q4 202514
WELCH & FORBES LLC
CIK 0000105495
$28M632K0.37%Q1 202615
Hikari Tsushin, Inc.
CIK 0001423673
$26M570K1.76%Q1 202616
TL Private Wealth
CIK 0001802868
$24M538K9.56%Q1 202617
Cyndeo Wealth Partners, LLC
CIK 0001950947
$20M448K1.06%Q1 202618
Capital Investment Counsel, LLC
CIK 0002033609
$20M443K2.72%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$20M436K0.02%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$17M372K0.02%Q1 2026
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