DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
HYLS

FIRST TR EXCHANGE-TRADED FD

238 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 33738D408·Exchange Traded Fund·238 13F holders·last filed Mar 31, 2026
Market cap
2.2%
vs prior quarter
13F value held
$768M
70.0% inst. owned
of float
Holders
238
+50 QoQ
filers reporting
Activity
+71 / −92
+847 added · −869 reduced
this quarter
Concentration
26.58%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

238 institutions reported HYLS in Q1 2026. MORGAN STANLEY leads at 26.6% of the visible book. +50 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$204M5.0M0.01%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$132M3.3M0.04%Q1 2026
03
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$110M2.7M0.08%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$65M1.6M0.01%Q1 2026
05
UBS Group AG
CIK 0001610520
$40M979K0.01%Q1 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$30M751K0.01%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M512K0.01%Q1 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$20M504K0.00%Q1 2026
09
&PARTNERS
CIK 0000107136
$19M474K0.10%Q1 2026
10
KMG FIDUCIARY PARTNERS, LLC
CIK 0001773205
$17M413K1.24%Q1 2026
11
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$15M365K0.16%Q1 2026
12
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M334K0.00%Q1 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M317K0.00%Q1 2026
14
STIFEL FINANCIAL CORP
CIK 0000720672
$12M296K0.01%Q1 2026
15
PARK NATIONAL CORP /OH/
CIK 0000805676
$12M293K0.36%Q1 2026
16
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$11M275K0.26%Q1 2026
17
Cetera Investment Advisers
CIK 0001666741
$9M233K0.01%Q1 2026
18
Clear Creek Financial Management, LLC
CIK 0001784235
$9M219K0.68%Q1 2026
19
Independent Advisor Alliance
CIK 0001696899
$8M205K0.09%Q1 2026
20
One Capital Management, LLC
CIK 0001606588
$7M175K0.19%Q1 2026
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