13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
KNG

FIRST TR EXCHANGE TRADED FD IV

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

CUSIP 33739q705·328 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.3%
vs prior quarter
13F value held
$1.4B
77.0% inst. owned
of float
Holders
328
+115 QoQ
filers reporting
Activity
+99 / −48
+932 added · −938 reduced
this quarter
Concentration
19.80%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

328 institutions reported KNG in Q1 2026. LPL Financial LLC leads at 19.8% of the visible book. +115 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$271M5.6M0.07%Q1 202602
MORGAN STANLEY
CIK 0000895421
$266M5.5M0.02%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$156M3.2M0.03%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$111M2.3M0.03%Q1 202605
UBS Group AG
CIK 0001610520
$101M2.1M0.02%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$65M1.3M0.02%Q1 202607
TRUIST FINANCIAL CORP
CIK 0000092230
$59M1.2M0.08%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$58M1.2M0.01%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$52M1.1M0.06%Q1 202610
Wagner Wealth Management, LLC
CIK 0001728657
$25M511K5.03%Q1 202611
Capital Investment Advisors, LLC
CIK 0001582732
$25M510K0.36%Q1 202612
PSI Advisors, LLC
CIK 0001779040
$25M508K5.92%Q1 202613
Arkadios Wealth Advisors
CIK 0001800798
$25M506K0.40%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$21M437K0.03%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$19M397K0.03%Q1 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$19M389K0.03%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$19M387K0.07%Q1 202618
Flaharty Asset Management, LLC
CIK 0001697882
$17M359K2.17%Q1 202619
Brookstone Capital Management
CIK 0001599584
$16M334K0.19%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$16M325K0.01%Q1 2026
Page 1 of 17
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