DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
FTXL

FIRST TR EXCHANGE TRADED FD

167 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 33738R811·167 13F holders·last filed Mar 31, 2026
Market cap
4.2%
vs prior quarter
13F value held
$1.1B
76.0% inst. owned
of float
Holders
167
+14 QoQ
filers reporting
Activity
+38 / −56
+917 added · −773 reduced
this quarter
Concentration
59.62%
FIRST TRUST ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

167 institutions reported FTXL in Q1 2026. FIRST TRUST ADVISORS LP leads at 59.6% of the visible book. +14 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$648M4.4M0.46%Q1 2026
02
GOLDMAN SACHS GROUP INC
CIK 0000886982
$74M499K0.01%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$69M471K0.00%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$57M390K0.01%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$39M264K0.01%Q1 2026
06
Nilsine Partners, LLC
CIK 0001913043
$23M112K1.83%Q1 2026
07
WCG Wealth Advisors LLC
CIK 0001855713
$19M130K0.54%Q1 2026
08
NewEdge Advisors, LLC
CIK 0001633516
$18M121K0.06%Q1 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$16M112K0.00%Q1 2026
10
TRUIST FINANCIAL CORP
CIK 0000092230
$16M107K0.02%Q1 2026
11
Advisory Services Network, LLC
CIK 0001573876
$16M105K0.21%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M101K0.00%Q1 2026
13
&PARTNERS
CIK 0000107136
$14M92K0.07%Q1 2026
14
GRIMES & Co WEALTH MANAGEMENT, LLC
CIK 0001321993
$12M84K0.34%Q1 2026
15
Cetera Investment Advisers
CIK 0001666741
$10M70K0.01%Q1 2026
16
CWM, LLC
CIK 0001535847
$9M63K0.02%Q1 2026
17
BENJAMIN EDWARDS INC
CIK 0001451623
$8M55K0.08%Q1 2026
18
Kestra Advisory Services, LLC
CIK 0001830819
$8M52K0.03%Q1 2026
19
NewSquare Capital LLC
CIK 0001546989
$8M51K0.66%Q1 2026
20
Summit Financial, LLC
CIK 0001765536
$7M50K0.09%Q1 2026
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