13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
GRID

FIRST TR EXCH TRADED FD II

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

CUSIP 33737a108·562 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.2%
vs prior quarter
13F value held
$2.7B
59.0% inst. owned
of float
Holders
562
-28 QoQ
filers reporting
Activity
+39 / −111
+862 added · −719 reduced
this quarter
Concentration
19.79%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

562 institutions reported GRID in Q1 2026. MORGAN STANLEY leads at 19.8% of the visible book. -28 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
$531M3.2M0.03%Q1 202602
LPL Financial LLC
CIK 0001403438
$350M2.1M0.09%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$347M2.1M0.03%Q1 202604
UBS Group AG
CIK 0001610520
$265M1.6M0.04%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$214M1.3M0.04%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$157M962K0.05%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$140M854K0.03%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$93M568K0.10%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$72M441K0.01%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$63M384K0.02%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$59M360K0.08%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$53M325K0.06%Q1 202613
FIL Ltd
CIK 0000318989
$50M304K0.04%Q1 202614
Independent Advisor Alliance
CIK 0001696899
$48M293K0.51%Q1 202615
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$46M280K3.71%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$45M277K0.04%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$40M246K0.06%Q1 202618
Perigon Wealth Management, LLC
CIK 0001575239
$37M229K0.68%Q1 202619
Gitterman Wealth Management, LLC
CIK 0001861558
$36M241K8.35%Q3 202520
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$36M218K0.02%Q1 2026
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