DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
FTXO

FIRST TR EXCHANGE TRADED FD

133 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 33738R860·133 13F holders·last filed Mar 31, 2026
Market cap
2.0%
vs prior quarter
13F value held
$192M
58.0% inst. owned
of float
Holders
133
+92 QoQ
filers reporting
Activity
+10 / −91
+860 added · −753 reduced
this quarter
Concentration
15.98%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

133 institutions reported FTXO in Q1 2026. WELLS FARGO & COMPANY/MN leads at 16.0% of the visible book. +92 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$31M848K0.01%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$25M699K0.01%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$22M608K0.00%Q1 2026
04
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$13M373K0.01%Q1 2026
05
ROYAL BANK OF CANADA
CIK 0001000275
$11M297K0.00%Q1 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M288K0.00%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M283K0.00%Q1 2026
08
UBS Group AG
CIK 0001610520
$8M220K0.00%Q1 2026
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M202K0.00%Q1 2026
10
TradeWell Securities, LLC.
CIK 0002066232
$6M168K2.56%Q1 2026
11
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M159K0.00%Q1 2026
12
Arkadios Wealth Advisors
CIK 0001800798
$6M158K0.09%Q1 2026
13
Wagner Wealth Management, LLC
CIK 0001728657
$6M157K1.15%Q1 2026
14
NewEdge Advisors, LLC
CIK 0001633516
$5M150K0.02%Q1 2026
15
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$5M130K0.15%Q1 2026
16
Cetera Investment Advisers
CIK 0001666741
$5M129K0.01%Q1 2026
17
OPPENHEIMER & CO INC
CIK 0000822581
$4M118K0.06%Q4 2025
18
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M107K0.00%Q1 2026
19
ASSETMARK, INC
CIK 0001344551
$4M102K0.01%Q4 2025
20
Tower Research Capital LLC (TRC)
CIK 0001533421
$4M100K0.09%Q1 2026
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