FIRST TR EXCHANGE-TRADED FD
CUSIP 33733E708
First Tr Exchange-Traded Fd has 33 institutional holders in Filings Flow’s 13F database, together reporting 280.5K shares worth $15M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Envestnet Asset Management Inc.
Institutional Holders
33
Q1 2026
Reported Value
$15M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TCFG Investment Advisors, LLC$267M AUM | 0.20% | $533,632 | 8.8K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.20% | $533,632 | 8.8K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.07% | $256,532 | 4.2K | Q2 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $67,813 | 1.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $325,790 | 5.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $515,834 | 8.6K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $24,133 | 400 | Q1 2026OLDER |
| Disciplined Equity Management, Inc.$199M AUM | 0.01% | $15,028 | 266 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $611,966 | 10.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 141.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $135,143 | 2.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $209,169 | 3.5K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $17,255 | 286 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $39,216 | 650 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $12,066 | 200 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $94,514 | 1.7K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,060 | 18 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $187,587 | 3.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $304,518 | 5.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $232,759 | 3.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $733,269 | 12.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $96,345 | 1.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $180,994 | 3.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $128,627 | 2.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $394,987 | 6.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,173 | 52 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $486,936 | 8.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $738,572 | 13.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $134,000 | 2.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $241 | 4 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3,620 | 60 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11,116 | 200 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $9,611 | 159 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.