DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FVD

FIRST TR EXCHANGE-TRADED FD

680 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 33734H106·Exchange Traded Fund·680 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.5B
visible holders
Holders
680
filers reporting
Concentration
23.77%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

680 institutions reported FVD in Q2 2026. MORGAN STANLEY leads at 23.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$843M17.5M0.04%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$719M15.3M0.15%Q3 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$254M5.3M0.02%Q2 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$247M5.1M0.04%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$244M5.1M0.07%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$153M3.2M0.02%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$153M3.2M0.04%Q2 2026
08
UBS Group AG
CIK 0001610520
$148M3.1M0.02%Q2 2026
09
STIFEL FINANCIAL CORP
CIK 0000720672
$107M2.2M0.09%Q2 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$97M2.0M0.11%Q2 2026
11
Cetera Investment Advisers
CIK 0001666741
$91M1.9M0.08%Q2 2026
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$83M1.8M0.11%Q3 2026
13
HighTower Advisors, LLC
CIK 0001462245
$75M1.6M0.07%Q2 2026
14
TRUIST FINANCIAL CORP
CIK 0000092230
$58M1.2M0.07%Q3 2026
15
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$54M1.1M0.12%Q3 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$51M1.0M0.00%Q2 2026
17
Private Advisor Group, LLC
CIK 0001567755
$49M1.0M0.23%Q2 2026
18
Baird Financial Group, Inc.
CIK 0001648711
$43M890K0.06%Q2 2026
19
Kestra Advisory Services, LLC
CIK 0001830819
$42M889K0.12%Q3 2026
20
New England Private Wealth Advisors LLC
CIK 0001582813
$36M759K3.40%Q3 2026
Page 1 of 34
660 more holders available. Log in →
Insiders at FIRST TR EXCHANGE-TRADED FD
Testin Roger →Mcgarel David →Erickson Richard E →Kadlec Thomas R →Bowen James A →Nielson Niel B →First Trust Portfolios Lp →Oster David M →