FIRST TR EXCHANGE TRADED FD
CUSIP 33741L108
First Tr Exchange Traded Fd has 39 institutional holders in Filings Flow’s 13F database, together reporting 1.71M shares worth $59M as of Q1 2026. The largest reported holders are Csenge Advisory Group, Virtus Wealth Solutions LLC, and Morgan Stanley.
Institutional Holders
39
Q1 2026
Reported Value
$59M
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 |
|---|---|---|---|---|
| Virtus Wealth Solutions LLC$525M AUM | 1.36% | $7M | 199.0K | Q3 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 1.08% | $24M | 680.6K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.64% | $5M | 140.1K | Q3 2025OLDER |
| Warner Group LLC$153M AUM | 0.28% | $432,765 | 12.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.23% | $1M | 38.3K | Q2 2026 |
| MTM Investment Management, LLC$316M AUM | 0.12% | $364,047 | 10.5K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.11% | $1M | 37.5K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.09% | $1M | 37.7K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.05% | $201,028 | 5.7K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $227,417 | 6.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $995,145 | 28.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $521,421 | 15.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $505,750 | 14.4K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $961,942 | 27.8K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $8,678 | 251 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $226,899 | 6.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $496,338 | 14.2K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $16,871 | 488 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 49.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $242,767 | 6.9K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $379,778 | 11.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 75.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $277,030 | 8.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 38.1K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 146.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $346,666 | 9.9K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $318,689 | 9.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $17,170 | 484 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 87.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $686,312 | 19.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $342,094 | 9.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $39,178 | 1.1K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7M | 195.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $435,923 | 12.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 72.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $55,765 | 1.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $123,049 | 3.6K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $5,482 | 150 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $804,147 | 23.0K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $888,856 | 25.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $246,613 | 7.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $740,867 | 22.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $154,000 | 4.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $236,196 | 6.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $20,363 | 589 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $15,266 | 442 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.