DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

MISL

FIRST TR EXCHANGE-TRADED FD

133 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 33733E831·133 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 1.7%

vs prior quarter

13F value held

$981M

69.0% inst. owned

of float

Holders

133

+81 QoQ

filers reporting

Activity

+47 / −42

+832 added · −816 reduced

this quarter

Concentration

66.97%

FIRST TRUST ADVISORS LP #1

top holder share

AI Holders Summary · Q1 2026

133 institutions reported MISL in Q1 2026. FIRST TRUST ADVISORS LP leads at 67.0% of the visible book. +81 net new institutions vs prior quarter — accumulation reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$657M14.7M0.47%Q1 2026 02

LPL Financial LLC

$44M994K0.01%Q1 2026 03

WELLS FARGO & COMPANY/MN

$41M913K0.01%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

$27M604K0.01%Q1 2026 05

$21M461K0.00%Q1 2026 06

MML INVESTORS SERVICES, LLC

$19M430K0.05%Q1 2026 07

WCG Wealth Advisors LLC

$18M409K0.51%Q1 2026 08

NewEdge Advisors, LLC

$18M406K0.07%Q1 2026 09

Nilsine Partners, LLC

$17M398K1.37%Q1 2026 10

Kestra Advisory Services, LLC

$16M369K0.06%Q1 2026 11

$16M366K0.08%Q1 2026 12

Advisory Services Network, LLC

$15M344K0.20%Q1 2026 13

Mutual Advisors, LLC

$11M240K0.23%Q1 2026 14

D.A. DAVIDSON & CO.

$10M230K0.06%Q1 2026 15

STIFEL FINANCIAL CORP

$9M204K0.01%Q1 2026 16

Proactive Wealth Strategies LLC

$9M191K1.61%Q1 2026 17

ROYAL BANK OF CANADA

$8M183K0.00%Q1 2026 18

BENJAMIN EDWARDS INC

$8M177K0.08%Q1 2026 19

NewSquare Capital LLC

$8M171K0.66%Q1 2026 20

OSAIC HOLDINGS, INC.

$7M165K0.01%Q1 2026

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