FIRST TR EXCHANGE TRADED FD
CUSIP 33738R662
First Tr Exchange Traded Fd has 68 institutional holders in Filings Flow’s 13F database, together reporting 4.06M shares worth $150M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cetera Investment Advisers, and Cwm, LLC.
Institutional Holders
68
Q1 2026
Reported Value
$150M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Pursuit Wealth Management LLC$116M AUM | 2.61% | $3M | 75.8K | Q4 2025OLDER |
| Chris Bulman Inc$228M AUM | 1.84% | $4M | 107.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 1.73% | $10M | 249.7K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 1.39% | $6M | 146.7K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 1.07% | $3M | 64.4K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.87% | $2M | 54.3K | Q2 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.72% | $3M | 82.9K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.58% | $5M | 135.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.30% | $899,605 | 23.0K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.20% | $204 | 5.1K | Q4 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.17% | $801,453 | 20.5K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.16% | $247,913 | 6.4K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.15% | $4M | 88.3K | Q4 2025OLDER |
| Claris Financial LLC$183M AUM | 0.14% | $249,556 | 6.4K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.13% | $1M | 31.7K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.06% | $2M | 41.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.06% | $1M | 33.2K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.05% | $4M | 105.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.04% | $15M | 374.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $1M | 25.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 50.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $374,260 | 9.2K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $524,178 | 13.1K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $972,714 | 24.9K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.03% | $78,071 | 2.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $435,208 | 10.7K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $302,211 | 7.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $598,507 | 15.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $565,617 | 14.5K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.02% | $65,501 | 1.6K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 38.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 38.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $260,191 | 6.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $16M | 411.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 64.4K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $736,152 | 18.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $42M | 1.09M | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $330,590 | 8.5K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.01% | $92,733 | 2.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $432,089 | 10.8K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 31.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 33.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $253,983 | 6.3K | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $28,413 | 728 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 30.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $252,246 | 6.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $64,017 | 1.6K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $16,004 | 410 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 33.7K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 72.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $314,322 | 8.1K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $9,486 | 243 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $303,382 | 7.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 44.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 44.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $252,512 | 6.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $465,875 | 11.6K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $20,415 | 523 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 44.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 112.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $614,806 | 15.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $500,842 | 12.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $223,680 | 5.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $65,828 | 1.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 56.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $18,080 | 474 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 32.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 35.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $853,624 | 21.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $12,999 | 333 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $46,491 | 1.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $72,254 | 1.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $142,896 | 3.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $107,360 | 2.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $19,935 | 497 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $5,582 | 143 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $41 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.