SEC 13F Intelligence

FIRST TR EXCHANGE TRADED FD

CUSIP 33741L207

First Tr Exchange Traded Fd has 19 institutional holders in Filings Flow’s 13F database, together reporting 877.8K shares worth $29M as of Q1 2026. The largest reported holders are Virtus Wealth Solutions LLC, Osaic Holdings, Inc., and Raymond James Financial Inc.

Institutional Holders
19
Q1 2026
Reported Value
$29M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 5Q4 ’18Q1 ’19: 8Q2 ’19: 7Q2 ’19Q3 ’19: 8Q2 ’21: 22Q2 ’21Q4 ’21: 16Q4 ’22: 12Q4 ’22Q4 ’25: 19Q1 ’26: 19Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $11MQ4 ’18Q1 ’19: $15MQ2 ’19: $16MQ2 ’19Q3 ’19: $16MQ2 ’21: $664MQ2 ’21Q4 ’21: $20MQ4 ’22: $3MQ4 ’22Q4 ’25: $26MQ1 ’26: $29MQ1 ’26Q2 ’26: $19,828filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Virtus Wealth Solutions LLC$525M AUM1.95%$10M299.0KQ1 2026OLDER
Accel Wealth Management$383M AUM0.12%$458,48813.4KQ1 2026OLDER
Private Advisory Group LLC$1.5B AUM0.06%$861,86925.2KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.02%$242,8677.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$6M182.4KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$315,3488.8KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$159,8774.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M115.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M31.2KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$22,000632Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$507,20314.8KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$19,828500Q2 2026
LPL Financial LLC$376.6B AUM0.00%$2M63.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$18,164531Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M43.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M39.4KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$3,762110Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1,78750Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$245,4096.9KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$15,438432Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$551Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.