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

FIRST TR EXCHANGE-TRADED ALP

180 institutions still hold FIRST TR EXCHANGE-TRADED ALP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33737M300·180 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$732M
visible holders
Holders
180
filers reporting
Concentration
26.15%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

180 institutions reported FYC in Q2 2026. LPL Financial LLC leads at 26.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$191M1.5M0.04%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$83M650K0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$77M606K0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$60M472K0.01%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$40M313K0.04%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M249K0.00%Q2 202607
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$26M205K3.55%Q2 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$25M197K0.02%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M193K0.01%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$22M176K0.00%Q2 202611
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$20M158K2.29%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M156K0.02%Q2 202613
UBS Group AG
CIK 0001610520
$20M155K0.00%Q2 202614
Baird Financial Group, Inc.
CIK 0001648711
$16M124K0.02%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$14M113K0.01%Q2 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$13M100K0.03%Q2 202617
Integrity Advisory Solutions, LLC
CIK 0002057931
$13M99K1.30%Q2 202618
Concurrent Investment Advisors, LLC
CIK 0002001015
$13M99K0.11%Q2 202619
IFP Advisors, Inc
CIK 0001641866
$12M91K0.21%Q2 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$12M90K0.06%Q2 2026
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