13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
LMBS

FIRST TR EXCHANGE-TRADED FD

490 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 33739Q200·Exchange Traded Fund·490 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.3B
visible holders
Holders
490
filers reporting
Concentration
23.42%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

490 institutions reported LMBS in Q2 2026. MORGAN STANLEY leads at 23.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$784M15.7M0.04%Q2 202602
LPL Financial LLC
CIK 0001403438
$684M13.7M0.15%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$284M5.7M0.05%Q2 202604
UBS Group AG
CIK 0001610520
$247M5.0M0.03%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$213M4.3M0.06%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$167M3.4M0.02%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$136M2.7M0.12%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$105M2.1M0.10%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$101M2.0M0.01%Q2 202610
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$91M1.8M0.05%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$76M1.5M0.10%Q2 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$67M1.4M0.04%Q2 202613
Concurrent Investment Advisors, LLC
CIK 0002001015
$65M1.3M0.56%Q2 202614
Berger Financial Group, Inc
CIK 0001826136
$57M1.1M2.90%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$51M1.0M0.01%Q2 202616
Clearwater Capital Advisors, LLC
CIK 0001690531
$47M952K3.47%Q2 202617
Harvest Investment Services, LLC
CIK 0001591097
$45M902K6.94%Q2 202618
Csenge Advisory Group
CIK 0001715593
$45M902K1.82%Q2 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$41M823K0.20%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$40M800K0.02%Q2 2026
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