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

FIRST TR EXCHANGE TRADED FD

18 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 33738R761·18 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$7M
visible holders
Holders
18
filers reporting
Concentration
43.87%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported SHRY in Q2 2026. LPL Financial LLC leads at 43.9% 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
$3M71K0.00%Q2 202602
FSB PREMIER WEALTH MANAGEMENT, INC.
CIK 0000887748
$918K21K0.26%Q2 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$822K19K0.00%Q2 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$483K11K0.00%Q2 202605
MANCHESTER FINANCIAL INC
CIK 0000866590
$399K9K0.07%Q2 202606
Mariner, LLC
CIK 0001373442
$314K7K0.00%Q2 202607
RFG Advisory, LLC
CIK 0001633387
$251K6K0.00%Q2 202608
Allworth Financial LP
CIK 0001555170
$239K6K0.00%Q2 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$111K3K0.00%Q2 202610
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$91K2K0.01%Q2 202611
IFG Advisory, LLC
CIK 0001728319
$86K2K0.00%Q2 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$62K1K0.00%Q2 202613
PRIVATE TRUST CO NA
CIK 0001277557
$43K1K0.00%Q2 202614
UBS Group AG
CIK 0001610520
$41K9510.00%Q2 202615
NBC SECURITIES, INC.
CIK 0000791540
$40K9280.00%Q2 202616
Global Retirement Partners, LLC
CIK 0001749744
$11K2500.00%Q2 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3810.00%Q2 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025