FIRST TR EXCHANGE-TRADED FD
CUSIP 33738D747
First Tr Exchange-Traded Fd has 5 institutional holders in Filings Flow’s 13F database, together reporting 11.11M shares worth $213M as of Q1 2026. The largest reported holders are Guardian Wealth Advisors, LLC / Nc, Aptus Capital Advisors, LLC, and Commonwealth Equity Services, LLC.
Institutional Holders
5
Q1 2026
Reported Value
$5M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cooper Capital Advisors LLC$143M AUM | 6.52% | $10M | 515.0K | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 6.42% | $18M | 936.6K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 2.54% | $40M | 2.06M | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 1.31% | $4M | 181.3K | Q1 2026OLDER |
| Bullseye Investment Management, LLC$164M AUM | 0.95% | $2M | 75.8K | Q4 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.78% | $6M | 307.1K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.67% | $2M | 115.5K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.65% | $4M | 186.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.56% | $9M | 470.2K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.51% | $3M | 135.9K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.48% | $3M | 157.2K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.32% | $2M | 98.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.32% | $40M | 2.06M | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.29% | $788,100 | 39.2K | Q4 2025OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.27% | $649,998 | 33.2K | Q1 2026OLDER |
| Southern Financial Group, LLC$358M AUM | 0.21% | $737,856 | 37.7K | Q2 2026 |
| 1776 Wealth LLC$254M AUM | 0.17% | $438,240 | 22.4K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.17% | $463,884 | 24.0K | Q2 2026 |
| PSI Advisors, LLC$418M AUM | 0.11% | $446,463 | 22.8K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 0.10% | $737,685 | 37.7K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.09% | $342,038 | 17.7K | Q2 2026 |
| Stenger Family Office, LLC$566M AUM | 0.09% | $499,338 | 25.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.08% | $1M | 55.9K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $4M | 218.0K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 177.4K | Q4 2025OLDER |
| TFB Advisors LLC$191M AUM | 0.07% | $253,210 | 12.6K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.07% | $3M | 171.0K | Q1 2026OLDER |
| Ferguson Shapiro LLC$342M AUM | 0.06% | $198,970 | 10.3K | Q2 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $375,446 | 19.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $27M | 1.39M | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $570,988 | 28.0K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $688,335 | 35.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $510,563 | 26.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 261.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 89.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $587,987 | 30.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $983,895 | 50.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 169.6K | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 59.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $290,371 | 14.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $856,800 | 43.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 469.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $475,578 | 24.3K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $402,545 | 20.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 157.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $222,527 | 11.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $305,596 | 15.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 224.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $40,277 | 2.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 215.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $216,367 | 10.8K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $218,639 | 11.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 104.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $731,900 | 37.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $548,769 | 28.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10,184 | 500 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $78 | 4 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3,843 | 191 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $724 | 37 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $12 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.