13F Insight
DOSSIER · 13F Holders · Q1 2026
FTXR

FIRST TR EXCHANGE TRADED FD

64 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 33738R795·64 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$831M
visible holders
Holders
64
filers reporting
Concentration
80.52%
FIRST TRUST ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported FTXR in Q1 2026. FIRST TRUST ADVISORS LP leads at 80.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$669M17.6M0.48%Q1 202602
Nilsine Partners, LLC
CIK 0001913043
$21M465K1.47%Q2 202603
MORGAN STANLEY
CIK 0000895421
$18M484K0.00%Q1 202604
Advisory Services Network, LLC
CIK 0001573876
$15M386K0.20%Q1 202605
NewEdge Advisors, LLC
CIK 0001633516
$15M383K0.05%Q1 202606
&PARTNERS
CIK 0000107136
$14M367K0.07%Q1 202607
NewSquare Capital LLC
CIK 0001546989
$11M249K0.84%Q2 202608
LPL Financial LLC
CIK 0001403438
$11M241K0.00%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M253K0.00%Q1 202610
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$10M250K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M207K0.00%Q1 202612
BENJAMIN EDWARDS INC
CIK 0001451623
$7M150K0.06%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$6M148K0.00%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M114K0.00%Q1 202615
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$3M70K0.08%Q2 202616
TriaGen Wealth Management LLC
CIK 0001843848
$3M56K0.64%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M53K0.00%Q2 202618
Independent Advisor Alliance
CIK 0001696899
$2M45K0.02%Q1 202619
Davis Investment Partners, LLC
CIK 0001963865
$2M33K0.46%Q2 202620
Transamerica Financial Advisors, LLC
CIK 0001502149
$1M36K0.12%Q1 2026
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