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

FIRST TR EXCHANGE TRADED FD

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

CUSIP 33738R886·64 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$202M
visible holders
Holders
64
filers reporting
Concentration
22.12%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

64 institutions reported IFV in Q2 2026. MORGAN STANLEY leads at 22.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$45M1.7M0.00%Q2 202602
Concurrent Investment Advisors, LLC
CIK 0002001015
$33M1.2M0.28%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M1.0M0.00%Q2 202604
NewEdge Advisors, LLC
CIK 0001633516
$21M793K0.06%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M519K0.00%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M329K0.00%Q2 202607
UBS Group AG
CIK 0001610520
$9M328K0.00%Q2 202608
Prospera Financial Services Inc
CIK 0001541625
$7M272K0.11%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M269K0.02%Q1 202610
LPL Financial LLC
CIK 0001403438
$6M235K0.00%Q2 202611
BENJAMIN EDWARDS INC
CIK 0001451623
$6M214K0.05%Q2 202612
Trueblood Wealth Management, LLC
CIK 0002005380
$3M99K0.93%Q2 202613
Genesee Capital Advisors, LLC
CIK 0001652348
$3M94K0.80%Q2 202614
PFG Investments, LLC
CIK 0001973224
$2M86K0.09%Q2 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$2M83K0.00%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$2M76K0.00%Q2 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M49K0.00%Q2 202618
Kiker Wealth Management, LLC
CIK 0002042502
$1M47K0.49%Q2 202619
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M46K0.01%Q2 202620
Rockefeller Capital Management L.P.
CIK 0001739439
$1M44K0.00%Q2 2026
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