DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FVD

FIRST TR EXCHANGE-TRADED FD

677 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·677 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$3.6B
visible holders
Holders
677
filers reporting
Concentration
23.67%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

677 institutions reported FVD in Q1 2026. MORGAN STANLEY leads at 23.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$853M18.1M0.05%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$770M16.0M0.17%Q2 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$251M5.3M0.05%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$249M5.3M0.02%Q1 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$243M5.2M0.07%Q1 2026
06
UBS Group AG
CIK 0001610520
$159M3.4M0.02%Q1 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$155M3.3M0.03%Q1 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$153M3.2M0.04%Q2 2026
09
STIFEL FINANCIAL CORP
CIK 0000720672
$102M2.2M0.09%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$93M2.0M0.10%Q1 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$91M1.9M0.11%Q2 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$87M1.9M0.13%Q1 2026
13
HighTower Advisors, LLC
CIK 0001462245
$75M1.6M0.07%Q2 2026
14
TRUIST FINANCIAL CORP
CIK 0000092230
$62M1.3M0.07%Q2 2026
15
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$57M1.2M0.15%Q1 2026
16
Private Advisor Group, LLC
CIK 0001567755
$49M1.0M0.23%Q2 2026
17
Kestra Advisory Services, LLC
CIK 0001830819
$41M843K0.13%Q2 2026
18
Baird Financial Group, Inc.
CIK 0001648711
$39M830K0.06%Q1 2026
19
New England Private Wealth Advisors LLC
CIK 0001582813
$38M761K3.67%Q2 2026
20
JPMORGAN CHASE & CO
CIK 0000019617
$38M813K0.00%Q1 2026
Page 1 of 34
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Insiders at FIRST TR EXCHANGE-TRADED FD
Testin RogerMcgarel DavidErickson Richard EKadlec Thomas RBowen James ANielson Niel BFirst Trust Portfolios LpOster David M