FIRST TR EXCHANGE TRADED FD
CUSIP 33738R837
First Tr Exchange Traded Fd has 32 institutional holders in Filings Flow’s 13F database, together reporting 550.5K shares worth $18M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Truist Financial Corp, and Marshall Investment Management, LLC.
Institutional Holders
32
Q1 2026
Reported Value
$18M
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 |
|---|---|---|---|---|
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.75% | $2M | 45.2K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.14% | $232,354 | 6.8K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.10% | $305,932 | 10.7K | Q3 2025OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.07% | $908,360 | 27.1K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.06% | $432,560 | 12.6K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.04% | $142,327 | 5.0K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $1M | 30.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 40.6K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $298,448 | 8.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $528,062 | 16.0K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $220,750 | 6.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $45,420 | 1.3K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $230,383 | 7.0K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $320,384 | 9.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $257,156 | 7.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 57.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 177.6K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $20,374 | 593 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $277,476 | 8.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $15,461 | 450 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $5,154 | 150 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $28,723 | 836 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $247,050 | 7.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $58,915 | 1.8K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $35,938 | 1.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $604,634 | 17.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $402,635 | 11.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $316,570 | 9.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $60,539 | 1.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $664,955 | 19.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $352,645 | 10.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $200,785 | 5.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $194,865 | 5.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $20,168 | 587 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2,000 | 50 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $64 | 2 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.