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

FIRST TR EXCHANGE TRADED FD

95 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 33738R100·95 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$129M
visible holders
Holders
95
filers reporting
Concentration
19.52%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

95 institutions reported MDIV in Q2 2026. LPL Financial LLC leads at 19.5% 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
$25M1.5M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$22M1.3M0.00%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M646K0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M576K0.00%Q2 202605
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$9M543K0.12%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$7M425K0.00%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M382K0.00%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M301K0.00%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$5M273K0.00%Q2 202610
Rockport Wealth LLC
CIK 0002022866
$4M272K0.75%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M247K0.01%Q2 202612
Rockefeller Capital Management L.P.
CIK 0001739439
$3M200K0.01%Q2 202613
Total Clarity Wealth Management, Inc.
CIK 0001804909
$3M174K0.56%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M167K0.00%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M163K0.01%Q1 202616
Capital Investment Advisory Services, LLC
CIK 0001659203
$2M131K0.13%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M125K0.00%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M122K0.00%Q2 202619
Harvest Investment Services, LLC
CIK 0001591097
$2M117K0.30%Q2 202620
Kestra Advisory Services, LLC
CIK 0001830819
$2M117K0.01%Q2 2026
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