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

FIRST TR EXCHANGE TRADED FD

65 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 33738R795·65 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
65
filers reporting
Concentration
79.00%
FIRST TRUST ADVISORS LP #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported FTXR in Q2 2026. FIRST TRUST ADVISORS LP leads at 79.0% 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
$801M17.6M0.47%Q2 202602
MORGAN STANLEY
CIK 0000895421
$30M663K0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$29M639K0.00%Q2 202604
Nilsine Partners, LLC
CIK 0001913043
$21M465K1.47%Q2 202605
NewEdge Advisors, LLC
CIK 0001633516
$19M408K0.06%Q2 202606
Advisory Services Network, LLC
CIK 0001573876
$17M371K0.19%Q2 202607
&PARTNERS
CIK 0000107136
$17M371K0.07%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M291K0.00%Q2 202609
NewSquare Capital LLC
CIK 0001546989
$11M249K0.84%Q2 202610
LPL Financial LLC
CIK 0001403438
$11M241K0.00%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$9M203K0.00%Q2 202612
Summit Financial, LLC
CIK 0001765536
$9M189K0.09%Q2 202613
BENJAMIN EDWARDS INC
CIK 0001451623
$7M150K0.06%Q2 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M114K0.00%Q2 202615
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$3M70K0.08%Q2 202616
TriaGen Wealth Management LLC
CIK 0001843848
$3M56K0.64%Q2 202617
Tower Research Capital LLC (TRC)
CIK 0001533421
$3M56K0.06%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M53K0.00%Q2 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$2M42K0.00%Q2 202620
JPMORGAN CHASE & CO
CIK 0000019617
$2M40K0.00%Q2 2026
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