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

FIRST TR EXCHANGE TRADED FD

33 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 33738R837·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$23M
visible holders
Holders
33
filers reporting
Concentration
25.24%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported FTXH in Q2 2026. LPL Financial LLC leads at 25.2% 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
$6M151K0.00%Q2 202602
OPPENHEIMER & CO INC
CIK 0000822581
$4M114K0.05%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M55K0.00%Q2 202604
TRUIST FINANCIAL CORP
CIK 0000092230
$2M52K0.00%Q2 202605
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$1M38K0.60%Q2 202606
Ameritas Investment Partners, Inc.
CIK 0001055980
$1M34K0.03%Q2 202607
Nilsine Partners, LLC
CIK 0001913043
$1M28K0.07%Q2 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$671K20K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$547K14K0.00%Q2 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$524K14K0.00%Q2 202611
Vivaldi Capital Management LP
CIK 0001682021
$433K13K0.06%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$410K11K0.00%Q2 202613
OneDigital Investment Advisors LLC
CIK 0001690370
$356K9K0.00%Q2 202614
Sound Income Strategies, LLC
CIK 0001730960
$329K9K0.01%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$319K8K0.00%Q2 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$312K8K0.00%Q2 202617
CITADEL ADVISORS LLC
CIK 0001423053
$261K7K0.00%Q2 202618
BETO FINANCIAL GROUP, LLC
CIK 0002104828
$260K7K0.14%Q2 202619
MORGAN STANLEY
CIK 0000895421
$226K6K0.00%Q2 202620
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$215K6K0.01%Q2 2026
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