13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
FYC

FIRST TR EXCHANGE-TRADED ALP

159 institutions still hold FIRST TR EXCHANGE-TRADED ALP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33737M300·159 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.3%
vs prior quarter
13F value held
$489M
66.0% inst. owned
of float
Holders
159
-111 QoQ
filers reporting
Activity
+56 / −92
+926 added · −815 reduced
this quarter
Concentration
26.98%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

159 institutions reported FYC in Q1 2026. LPL Financial LLC leads at 27.0% of the visible book. -111 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$132M1.4M0.04%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$53M545K0.02%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$43M444K0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$38M395K0.00%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$28M290K0.03%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$24M244K0.00%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$19M197K0.02%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M185K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$17M175K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$17M171K0.00%Q1 202611
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$15M159K2.05%Q1 202612
Richmond Investment Services, LLC
CIK 0002031991
$14M147K2.30%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M102K0.01%Q1 202614
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$10M101K3.41%Q1 202615
Concurrent Investment Advisors, LLC
CIK 0002001015
$10M100K0.11%Q1 202616
Integrity Advisory Solutions, LLC
CIK 0002057931
$9M98K1.25%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$9M88K0.02%Q1 202618
IFP Advisors, Inc
CIK 0001641866
$8M87K0.17%Q1 202619
Bedel Financial Consulting, Inc.
CIK 0001730511
$7M77K0.84%Q1 202620
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$7M77K0.00%Q4 2025
Page 1 of 8
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