13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
FVD

FIRST TR EXCHANGE-TRADED FD

666 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 33734H106·Exchange Traded Fund·666 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.2%
vs prior quarter
13F value held
$3.6B
77.0% inst. owned
of float
Holders
666
-96 QoQ
filers reporting
Activity
+86 / −43
+800 added · −712 reduced
this quarter
Concentration
23.82%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

666 institutions reported FVD in Q1 2026. MORGAN STANLEY leads at 23.8% of the visible book. -96 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$853M18.1M0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$791M16.8M0.21%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$251M5.3M0.05%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$249M5.3M0.02%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$243M5.2M0.07%Q1 202606
UBS Group AG
CIK 0001610520
$159M3.4M0.02%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$155M3.3M0.03%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$154M3.3M0.04%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$102M2.2M0.09%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$96M2.0M0.13%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$93M2.0M0.10%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$87M1.9M0.13%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$74M1.6M0.08%Q1 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$60M1.3M0.08%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$41M865K0.15%Q1 202616
Baird Financial Group, Inc.
CIK 0001648711
$39M830K0.06%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$38M813K0.00%Q1 202618
New England Private Wealth Advisors LLC
CIK 0001582813
$36M764K4.15%Q1 202619
Private Advisor Group, LLC
CIK 0001567755
$33M708K0.16%Q1 202620
Prospera Financial Services Inc
CIK 0001541625
$29M617K0.47%Q1 2026
Page 1 of 34
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