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

FIRST TR EXCHANGE TRADED FD

137 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 33738R860·137 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$184M
visible holders
Holders
137
filers reporting
Concentration
17.11%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

137 institutions reported FTXO in Q2 2026. LPL Financial LLC leads at 17.1% 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
$31M761K0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$28M683K0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M433K0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M414K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M266K0.00%Q2 202606
UBS Group AG
CIK 0001610520
$10M248K0.00%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M203K0.00%Q2 202608
TradeWell Securities, LLC.
CIK 0002066232
$6M157K2.32%Q2 202609
NewEdge Advisors, LLC
CIK 0001633516
$6M155K0.02%Q2 202610
Wagner Wealth Management, LLC
CIK 0001728657
$6M150K1.15%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$5M129K0.00%Q2 202612
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$5M122K0.12%Q2 202613
OPPENHEIMER & CO INC
CIK 0000822581
$4M100K0.04%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$4M100K0.00%Q2 202615
PFG Advisors
CIK 0001694435
$4M98K0.20%Q2 202616
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$4M96K0.00%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M101K0.01%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$3M81K0.00%Q2 202619
ASSETMARK, INC
CIK 0001344551
$3M81K0.01%Q2 202620
Janney Montgomery Scott LLC
CIK 0001329948
$3M90K0.01%Q1 2026
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