13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
QTEC

FIRST TR EXCHANGE-TRADED FD

386 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 337345102·Exchange Traded Fund·386 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.5%
vs prior quarter
13F value held
$996M
73.0% inst. owned
of float
Holders
386
+66 QoQ
filers reporting
Activity
+75 / −70
+844 added · −799 reduced
this quarter
Concentration
22.10%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

386 institutions reported QTEC in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 22.1% of the visible book. +66 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$220M1.0M0.02%Q1 202602
LPL Financial LLC
CIK 0001403438
$133M615K0.04%Q1 202603
MORGAN STANLEY
CIK 0000895421
$128M595K0.01%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$96M446K0.02%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$62M289K0.02%Q1 202606
UBS Group AG
CIK 0001610520
$56M257K0.01%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M184K0.01%Q1 202608
MARSHALL WACE, LLP
CIK 0001318757
$37M159K0.03%Q4 202509
ROYAL BANK OF CANADA
CIK 0001000275
$32M148K0.01%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$27M125K0.04%Q1 202611
Allworth Financial LP
CIK 0001555170
$26M120K0.11%Q1 202612
RVW Wealth, LLC
CIK 0001756543
$18M84K1.41%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$18M82K0.02%Q1 202614
EP Wealth Advisors, LLC
CIK 0001540569
$17M78K0.08%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$16M76K0.00%Q1 202616
TORONTO DOMINION BANK
CIK 0000947263
$15M68K0.02%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$15M68K0.06%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$14M65K0.02%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$13M62K0.01%Q1 202620
Southland Equity Partners LLC
CIK 0002006517
$13M60K2.54%Q1 2026
Page 1 of 20
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