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

FIRST TR EXCHANGE-TRADED FD

66 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 33741X201·66 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$52M
visible holders
Holders
66
filers reporting
Concentration
17.23%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

66 institutions reported LEGR in Q2 2026. LPL Financial LLC leads at 17.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$9M140K0.00%Q2 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$7M107K0.01%Q2 202603
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$6M93K0.24%Q2 202604
Alpha Omega Group, Inc.
CIK 0001802876
$5M97K5.65%Q1 202505
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M68K0.00%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M61K0.00%Q2 202607
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M45K0.01%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M37K0.00%Q2 202609
BENJAMIN EDWARDS INC
CIK 0001451623
$2M25K0.01%Q2 202610
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$1M23K0.00%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M19K0.00%Q2 202612
Vontobel Holding Ltd.
CIK 0001588340
$1M18K0.00%Q2 202613
OPPENHEIMER ASSET MANAGEMENT INC.
CIK 0001269119
$1M16K0.01%Q2 202614
Equitable Holdings, Inc.
CIK 0001333986
$880K14K0.01%Q2 202615
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$835K13K0.01%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$818K13K0.00%Q2 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$794K12K0.00%Q2 202618
FLAGSTAR ADVISORS INC
CIK 0001117233
$781K12K0.24%Q2 202619
WealthCare Investment Partners, LLC
CIK 0001908462
$692K11K0.17%Q2 202620
CRUX WEALTH ADVISORS
CIK 0002054270
$672K10K0.23%Q2 2026
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