13F Insight
DOSSIER · 13F Holders · Q1 2026
MISL

FIRST TR EXCHANGE-TRADED FD

131 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 33733E831·131 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$456M
visible holders
Holders
131
filers reporting
Concentration
38.79%
Harel Insurance Investments & Financial Services Ltd. #1
top holder share
AI Holders Summary · Q1 2026

131 institutions reported MISL in Q1 2026. Harel Insurance Investments & Financial Services Ltd. leads at 38.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Harel Insurance Investments & Financial Services Ltd.
CIK 0001429390
$177M4.0M1.20%Q1 202602
LPL Financial LLC
CIK 0001403438
$49M1.1M0.01%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$38M840K0.01%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$31M683K0.01%Q2 202605
WCG Wealth Advisors LLC
CIK 0001855713
$19M425K0.46%Q2 202606
MML INVESTORS SERVICES, LLC
CIK 0000701059
$17M366K0.03%Q2 202607
Kestra Advisory Services, LLC
CIK 0001830819
$16M341K0.05%Q2 202608
MORGAN STANLEY
CIK 0000895421
$11M236K0.00%Q2 202609
Mutual Advisors, LLC
CIK 0001694080
$11M240K0.23%Q1 202610
NewSquare Capital LLC
CIK 0001546989
$10M219K0.74%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M217K0.01%Q2 202612
D.A. DAVIDSON & CO.
CIK 0001080107
$9M206K0.05%Q2 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$9M198K0.01%Q2 202614
Proactive Wealth Strategies LLC
CIK 0002043129
$9M190K1.40%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M184K0.02%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M161K0.00%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$7M146K0.01%Q2 202618
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$6M139K0.16%Q2 202619
Janney Montgomery Scott LLC
CIK 0001329948
$6M138K0.02%Q1 202620
World Investment Advisors
CIK 0001652594
$5M110K0.08%Q1 2026
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