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

FIRST TR EXCHANGE TRADED FD

136 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 33738R860·136 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$200M
visible holders
Holders
136
filers reporting
Concentration
15.69%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

136 institutions reported FTXO in Q2 2026. LPL Financial LLC leads at 15.7% 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
WELLS FARGO & COMPANY/MN
CIK 0000072971
$31M848K0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$22M608K0.00%Q1 202604
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$13M373K0.01%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$11M297K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M288K0.00%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M283K0.00%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M203K0.00%Q2 202609
UBS Group AG
CIK 0001610520
$8M220K0.00%Q1 202610
TradeWell Securities, LLC.
CIK 0002066232
$6M157K2.32%Q2 202611
Wagner Wealth Management, LLC
CIK 0001728657
$6M150K1.15%Q2 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M159K0.00%Q1 202613
Arkadios Wealth Advisors
CIK 0001800798
$6M158K0.09%Q1 202614
NewEdge Advisors, LLC
CIK 0001633516
$5M150K0.02%Q1 202615
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$5M122K0.12%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$5M129K0.01%Q1 202617
OPPENHEIMER & CO INC
CIK 0000822581
$4M100K0.04%Q2 202618
PFG Advisors
CIK 0001694435
$4M98K0.20%Q2 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M107K0.00%Q1 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M101K0.01%Q1 2026
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