13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
LMBS

FIRST TR EXCHANGE-TRADED FD

473 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 33739Q200·Exchange Traded Fund·473 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.1%
vs prior quarter
13F value held
$3.2B
62.0% inst. owned
of float
Holders
473
+30 QoQ
filers reporting
Activity
+72 / −103
+939 added · −923 reduced
this quarter
Concentration
24.10%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

473 institutions reported LMBS in Q1 2026. MORGAN STANLEY leads at 24.1% of the visible book. +30 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
$765M15.4M0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$614M12.3M0.16%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$288M5.8M0.05%Q1 202604
UBS Group AG
CIK 0001610520
$236M4.7M0.04%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$205M4.1M0.06%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$162M3.2M0.03%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$127M2.6M0.14%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$100M2.0M0.01%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$93M1.9M0.10%Q1 202610
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$76M1.5M0.05%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$73M1.5M0.10%Q1 202612
Concurrent Investment Advisors, LLC
CIK 0002001015
$71M1.4M0.77%Q1 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$61M1.2M0.04%Q1 202614
Berger Financial Group, Inc
CIK 0001826136
$56M1.1M3.14%Q1 202615
Clearwater Capital Advisors, LLC
CIK 0001690531
$45M909K3.65%Q1 202616
Harvest Investment Services, LLC
CIK 0001591097
$45M896K8.16%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M882K0.01%Q1 202618
Csenge Advisory Group
CIK 0001715593
$42M833K1.90%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$36M731K0.56%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$35M707K0.03%Q1 2026
Page 1 of 24
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