FIRST TR EXCHANGE TRADED FD
CUSIP 33738R407
First Tr Exchange Traded Fd has 103 institutional holders in Filings Flow’s 13F database, together reporting 13.22M shares worth $255M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Wells Fargo & Company/Mn, and Hansen & Associates Financial Group, Inc..
Institutional Holders
103
Q1 2026
Reported Value
$255M
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 |
|---|---|---|---|---|
| Hansen & Associates Financial Group, Inc.$186M AUM | 22.90% | $42M | 698.7K | Q4 2025OLDER |
| Sun Financial Inc$200M AUM | 2.68% | $5M | 245.9K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 1.95% | $3M | 154.9K | Q1 2026OLDER |
| Anchor Capital Management Group Inc$144M AUM | 1.03% | $1M | 74.0K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.89% | $10M | 513.8K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.62% | $10M | 481.3K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.45% | $590,210 | 29.6K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.42% | $1M | 53.9K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.35% | $753,414 | 37.8K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.26% | $10M | 483.8K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.25% | $527,194 | 26.5K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.23% | $1M | 57.1K | Q4 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.22% | $869,883 | 43.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.17% | $2M | 119.4K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.16% | $290,450 | 14.6K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.15% | $884,250 | 44.4K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.15% | $351,567 | 16.9K | Q4 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.14% | $575,553 | 26.1K | Q2 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.14% | $215,256 | 10.8K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.13% | $655,488 | 32.9K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.13% | $269,318 | 13.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.13% | $2M | 90.5K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.13% | $3M | 172.4K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.12% | $423,471 | 19.2K | Q2 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.11% | $305,643 | 15.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.10% | $13M | 650.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.09% | $1M | 50.8K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.08% | $332,517 | 16.0K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.08% | $2M | 77.2K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.08% | $201,734 | 9.7K | Q4 2025OLDER |
| Presidio Capital Management, LLC$344M AUM | 0.08% | $218,772 | 10.6K | Q3 2025OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.06% | $266,810 | 12.1K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.06% | $2M | 92.2K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $670,301 | 32.2K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.04% | $2M | 121.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $1M | 54.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.04% | $1M | 69.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $668,476 | 33.6K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.04% | $305,698 | 15.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $890,058 | 43.2K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $655,790 | 32.9K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 58.6K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.03% | $120,356 | 6.0K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $307,444 | 15.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $2M | 117.0K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $223,104 | 11.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $340,554 | 17.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $456,608 | 22.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $499,305 | 25.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $337,796 | 17.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $71M | 3.58M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 199.0K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $234,658 | 11.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $364,486 | 18.3K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.02% | $563,975 | 28.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $951,287 | 47.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $657,260 | 33.0K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $571,474 | 25.9K | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $643,954 | 32.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $270,912 | 13.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $874,169 | 43.9K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $33,135 | 1.5K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $578,875 | 29.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $282,522 | 14.2K | Q2 2026 |
| Elequin Capital, LP$1.2B AUM | 0.01% | $135,455 | 6.5K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $156,418 | 7.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 78.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $49M | 2.45M | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $781,189 | 39.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $909,092 | 45.6K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $613,217 | 30.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $553,738 | 26.6K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 364.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 248.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 225.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $368,460 | 18.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 68.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $386,527 | 19.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $872,476 | 43.8K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $221,236 | 10.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 58.2K | Q2 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $419,116 | 21.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $19,496 | 969 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 64.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $38,545 | 1.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $206,000 | 10.0K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $21,733 | 1.1K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 124.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $43,117 | 2.1K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $11,574 | 581 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $368,250 | 18.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $665,940 | 33.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 93.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $99,660 | 5.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $65,752 | 3.2K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 170.6K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,123 | 150 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $608,384 | 30.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $35,724 | 1.7K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $225,679 | 11.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $11,211 | 580 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $19,920 | 1.0K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $65,138 | 3.3K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $10,199 | 512 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $219,536 | 11.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $133,710 | 6.7K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $678 | 34 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 52.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $258,835 | 13.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $998,111 | 47.9K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $20,765 | 997 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $293,362 | 14.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $208,200 | 10.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $94,931 | 4.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1,666 | 80 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.