13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$1.2B
visible holders
Holders
133
filers reporting
Concentration
57.08%
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 57.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$657M14.7M0.47%Q1 202602
Harel Insurance Investments & Financial Services Ltd.
CIK 0001429390
$177M4.0M1.20%Q1 202603
LPL Financial LLC
CIK 0001403438
$44M994K0.01%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$41M913K0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M604K0.01%Q1 202606
MORGAN STANLEY
CIK 0000895421
$21M461K0.00%Q1 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$19M430K0.05%Q1 202608
WCG Wealth Advisors LLC
CIK 0001855713
$18M409K0.51%Q1 202609
NewEdge Advisors, LLC
CIK 0001633516
$18M406K0.07%Q1 202610
Nilsine Partners, LLC
CIK 0001913043
$17M398K1.37%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$16M369K0.06%Q1 202612
&PARTNERS
CIK 0000107136
$16M366K0.08%Q1 202613
Advisory Services Network, LLC
CIK 0001573876
$15M344K0.20%Q1 202614
Mutual Advisors, LLC
CIK 0001694080
$11M240K0.23%Q1 202615
D.A. DAVIDSON & CO.
CIK 0001080107
$10M230K0.06%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$9M204K0.01%Q1 202617
Proactive Wealth Strategies LLC
CIK 0002043129
$9M191K1.61%Q1 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M184K0.02%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$8M183K0.00%Q1 202620
BENJAMIN EDWARDS INC
CIK 0001451623
$8M177K0.08%Q1 2026
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