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

FIRST TR EXCHANGE-TRADED FD

151 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 33737K205·151 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$210M
visible holders
Holders
151
filers reporting
Concentration
16.25%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

151 institutions reported NXTG in Q2 2026. LPL Financial LLC leads at 16.3% 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
$34M222K0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$33M217K0.00%Q2 202603
UBS Group AG
CIK 0001610520
$20M133K0.00%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M126K0.01%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$12M78K0.01%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$11M73K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M68K0.00%Q2 202608
Kestra Advisory Services, LLC
CIK 0001830819
$10M64K0.03%Q2 202609
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$10M100K0.05%Q2 202510
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M57K0.00%Q2 202611
Janney Montgomery Scott LLC
CIK 0001329948
$7M67K0.02%Q1 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$5M32K0.00%Q2 202613
Private Advisor Group, LLC
CIK 0001567755
$5M32K0.02%Q2 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M28K0.00%Q2 202615
BENJAMIN EDWARDS INC
CIK 0001451623
$3M23K0.03%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M23K0.00%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M22K0.00%Q2 202618
Sigma Planning Corp
CIK 0001449126
$3M21K0.08%Q2 202619
NewEdge Advisors, LLC
CIK 0001633516
$3M20K0.01%Q2 202620
Perigon Wealth Management, LLC
CIK 0001575239
$3M20K0.05%Q2 2026
Page 1 of 8
131 more holders available. Log in →