IGLDFIRST TR EXCHANGE-TRADED FD
CUSIP 33733E856 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange-Traded Fd (IGLD) has 126 institutional holders in Filings Flow’s 13F database, together reporting 14.97M shares worth $382M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Asset Management Inc, and Truist Financial Corp.
Institutional Holders
126
Q1 2026
Reported Value
$382M
Ticker
IGLD
Quarters Tracked
21
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.02% | $61M | 2.38M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $31M | 1.22M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $28M | 1.10M | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.19% | $24M | 938.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.07% | $19M | 751.0K | Q1 2026 |
| Luken Investment Analytics, LLC$261M AUM | 7.31% | $19M | 747.9K | Q1 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 1.15% | $15M | 596.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 561.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $14M | 552.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 446.7K | Q1 2026 |
| HFG Wealth Management, LLC$182M AUM | 5.86% | $11M | 417.0K | Q1 2026 |
| Cavalier Investments, LLC$3.7B AUM | 0.22% | $8M | 323.7K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.64% | $8M | 309.0K | Q1 2026 |
| Thrive Capital Management, LLC$456M AUM | 1.58% | $7M | 281.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $6M | 220.1K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $5M | 179.5K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.81% | $4M | 167.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $4M | 164.7K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.10% | $4M | 147.7K | Q1 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 0.17% | $4M | 141.2K | Q1 2026 |
| Mission Financial Group, LLC$108M AUM | 3.27% | $4M | 138.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 127.8K | Q1 2026 |
| RiverTree Advisors, LLC$158M AUM | 1.82% | $3M | 112.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 111.4K | Q1 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 1.58% | $3M | 111.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $3M | 129.5K | Q2 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.06% | $3M | 102.1K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 0.65% | $3M | 100.2K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.25% | $2M | 91.2K | Q1 2026 |
| CORRADO ADVISORS, LLC$192M AUM | 1.13% | $2M | 84.9K | Q1 2026 |
| Delta Investment Management, LLC$559M AUM | 0.37% | $2M | 81.9K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.16% | $2M | 81.7K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.20% | $2M | 82.1K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 75.5K | Q1 2026 |
| Marion Wealth Management$451M AUM | 0.42% | $2M | 73.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 73.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 69.4K | Q1 2026 |
| Rockport Wealth LLC$549M AUM | 0.31% | $2M | 66.8K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.06% | $2M | 65.2K | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.51% | $2M | 62.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $2M | 61.6K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 61.5K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.07% | $1M | 53.7K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 52.5K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 45.4K | Q1 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.31% | $1M | 44.3K | Q1 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.51% | $1M | 44.2K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.29% | $1M | 43.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 43.0K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 42.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 41.2K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 41.1K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 40.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 40.4K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.08% | $1M | 40.3K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $980,888 | 38.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $972,801 | 38.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $950,271 | 37.2K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $934,248 | 37.4K | Q4 2025OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.17% | $856,059 | 33.5K | Q1 2026 |
| Bullseye Investment Management, LLC$164M AUM | 0.49% | $811,282 | 38.7K | Q4 2025OLDER |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.04% | $805,000 | 31.5K | Q1 2026 |
| Sloy Dahl & Holst, LLC$728M AUM | 0.10% | $733,988 | 28.8K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.02% | $727,911 | 28.5K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.14% | $706,313 | 27.7K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $705,836 | 27.6K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $693,752 | 27.2K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $689,082 | 27.0K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $671,567 | 26.3K | Q1 2026 |
| NFSG Corp$608M AUM | 0.10% | $667,495 | 27.9K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $649,636 | 25.4K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.05% | $643,356 | 25.2K | Q1 2026 |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.28% | $633,434 | 24.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $620,488 | 24.3K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.18% | $610,637 | 23.9K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.10% | $590,764 | 23.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $582,620 | 22.8K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.03% | $525,640 | 22.0K | Q4 2025OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.06% | $519,178 | 20.3K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $495,624 | 19.4K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $485,121 | 19.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $482,223 | 22.2K | Q2 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $472,480 | 18.5K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $470,528 | 18.4K | Q1 2026 |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.25% | $469,752 | 18.4K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.23% | $469,271 | 18.4K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $466,662 | 19.5K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $461,977 | 18.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $456,989 | 17.9K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $454,255 | 17.8K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.21% | $452,111 | 17.7K | Q1 2026 |
| Exit Wealth Advisors, LLC.$195M AUM | 0.23% | $443,227 | 17.4K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 0.09% | $442,929 | 17.3K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.05% | $441,771 | 17.3K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $437,675 | 17.5K | Q4 2025OLDER |
| CROSSPOINT FINANCIAL, LLC$40M AUM | 1.07% | $427,630 | 16.8K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.09% | $396,992 | 15.6K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.08% | $394,552 | 15.5K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.06% | $356,271 | 14.0K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.04% | $342,261 | 13.4K | Q1 2026 |
| Horizon Advisory Services, Inc.$195M AUM | 0.17% | $323,133 | 12.7K | Q1 2026 |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.21% | $322,367 | 12.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $313,523 | 12.3K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $302,479 | 11.8K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $296,500 | 11.6K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.08% | $295,793 | 11.8K | Q4 2025OLDER |
| QP WEALTH MANAGEMENT, LLC$58M AUM | 0.50% | $291,859 | 11.4K | Q1 2026 |
| G&S Capital LLC$285M AUM | 0.10% | $285,070 | 11.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $278,303 | 10.9K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $259,430 | 10.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $248,591 | 9.9K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.20% | $231,768 | 9.3K | Q4 2025OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.11% | $225,149 | 8.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $223,739 | 8.8K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $221,269 | 8.7K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $218,947 | 8.6K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $206,982 | 8.1K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $204,751 | 8.0K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $204,414 | 8.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $134,798 | 5.3K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $117,373 | 4.6K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $82,156 | 3.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $76,769 | 3.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $70,003 | 2.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $68,369 | 2.7K | Q1 2026 |
| STANCE CAPITAL LLC$206M AUM | 0.03% | $51,851 | 2.0K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.03% | $51,188 | 2.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $22,748 | 891 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $19,224 | 803 | Q3 2025OLDER |
| SWAN Capital LLC$272M AUM | 0.01% | $16,697 | 654 | Q1 2026 |
| United Community Bank$300M AUM | 0.01% | $16,595 | 650 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $15,420 | 604 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $14,805 | 592 | Q4 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $13,043 | 511 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $12,505 | 500 | Q4 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $11,970 | 500 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,831 | 230 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $5,362 | 210 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,106 | 200 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $5,055 | 198 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3,993 | 157 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2,171 | 100 | Q2 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2,000 | 80 | Q4 2025OLDER |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $451 | 21 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $94 | 3 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.