13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
FTSM

FIRST TR EXCHANGE-TRADED FD

451 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 33739Q408·Exchange Traded Fund·451 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.7%
vs prior quarter
13F value held
$3.4B
74.0% inst. owned
of float
Holders
451
+110 QoQ
filers reporting
Activity
+61 / −71
+911 added · −721 reduced
this quarter
Concentration
25.25%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

451 institutions reported FTSM in Q1 2026. MORGAN STANLEY leads at 25.3% of the visible book. +110 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
$849M14.2M0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$532M8.9M0.14%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$474M7.9M0.09%Q1 202604
UBS Group AG
CIK 0001610520
$184M3.1M0.03%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$175M2.9M0.03%Q1 202606
Concurrent Investment Advisors, LLC
CIK 0002001015
$155M2.6M1.68%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$147M2.5M0.05%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$137M2.3M0.01%Q1 202609
Csenge Advisory Group
CIK 0001715593
$113M1.9M5.19%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$94M1.6M0.10%Q1 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$71M1.2M0.07%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$69M1.1M0.10%Q1 202613
BDFS Capital LLC
CIK 0002112636
$67M1.1M32.17%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$49M827K0.01%Q1 202615
Hansen & Associates Financial Group, Inc.
CIK 0001873973
$47M794K25.56%Q1 202616
GDS Wealth Management
CIK 0001940869
$42M710K2.55%Q1 202617
Gradient Investments LLC
CIK 0001542265
$40M663K0.61%Q1 202618
&PARTNERS
CIK 0000107136
$40M662K0.20%Q1 202619
Bramshill Investments, LLC
CIK 0001619899
$39M656K3.38%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$38M637K0.05%Q1 2026
Page 1 of 23
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