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

FIRST TR EXCHANGE-TRADED FD

148 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 33737K205·148 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$160M
visible holders
Holders
148
filers reporting
Concentration
14.89%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

148 institutions reported NXTG in Q1 2026. MORGAN STANLEY leads at 14.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$24M213K0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$24M210K0.01%Q1 202603
UBS Group AG
CIK 0001610520
$15M138K0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M91K0.00%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$10M64K0.03%Q2 202606
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$10M100K0.05%Q2 202507
ROYAL BANK OF CANADA
CIK 0001000275
$9M80K0.00%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$9M78K0.01%Q1 202609
Janney Montgomery Scott LLC
CIK 0001329948
$7M67K0.02%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M61K0.00%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M59K0.00%Q1 202612
Private Advisor Group, LLC
CIK 0001567755
$5M32K0.02%Q2 202613
Cerity Partners LLC
CIK 0001566475
$4M33K0.01%Q1 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$4M32K0.00%Q1 202615
BENJAMIN EDWARDS INC
CIK 0001451623
$3M23K0.03%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M22K0.00%Q2 202617
Mariner, LLC
CIK 0001373442
$3M26K0.00%Q1 202618
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$3M19K0.05%Q2 202619
NewEdge Advisors, LLC
CIK 0001633516
$2M20K0.01%Q1 202620
First PREMIER Bank
CIK 0001653926
$2M20K0.50%Q1 2026
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