DOSSIER · 13F Holders · Q1 2026
FTXG

FIRST TR EXCHANGE TRADED FD

26 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 33738R852·26 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$6M
visible holders
Holders
26
filers reporting
Concentration
21.33%
IHT Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

26 institutions reported FTXG in Q1 2026. IHT Wealth Management, LLC leads at 21.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
IHT Wealth Management, LLC
CIK 0001697490
$1M58K0.03%Q1 2026
02
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$868K39K0.11%Q2 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$709K32K0.00%Q1 2026
04
Wakefield Asset Management LLLP
CIK 0001600435
$708K32K0.19%Q1 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$604K27K0.00%Q1 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$421K19K0.00%Q1 2026
07
STIFEL FINANCIAL CORP
CIK 0000720672
$309K14K0.00%Q1 2026
08
LPL Financial LLC
CIK 0001403438
$276K12K0.00%Q2 2026
09
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$265K12K0.00%Q2 2026
10
McAdam, LLC
CIK 0001695490
$217K10K0.01%Q2 2026
11
MORGAN STANLEY
CIK 0000895421
$197K9K0.00%Q1 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$63K3K0.00%Q1 2026
13
IFP Advisors, Inc
CIK 0001641866
$42K2K0.00%Q2 2026
14
NewEdge Advisors, LLC
CIK 0001633516
$36K2K0.00%Q1 2026
15
Banque Transatlantique SA
CIK 0002056095
$30K1K0.00%Q2 2026
16
Parallel Advisors, LLC
CIK 0001690010
$22K9750.00%Q2 2026
17
Minot DeBlois Advisors LLC
CIK 0001475933
$5K2350.00%Q1 2026
18
Steward Partners Investment Advisory, LLC
CIK 0001723397
$4K1720.00%Q1 2026
19
Princeton Global Asset Management LLC
CIK 0001767349
$1K550.00%Q2 2026
20
AE Wealth Management LLC
CIK 0001697723
$378170.00%Q2 2026
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