FBInvestor
Stocks / First Tr Exchange Traded Fd
Institutional Ownership

First Tr Exchange Traded Fd

CUSIP 33738R746FIRST TRUST SMIDFSGSQ1 2026

Institutional Holders
12
13F filers
Shares Held
506.4K
Aggregate institutional
Institutional Value
$14.79M
Q1 2026
Net New Holders
+0
2 new · 2 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Upgrade

Position Activity

Q1 2026

New positions2
Increased3
Decreased5
Sold out2

Institutional Holders

12 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Lpl Financial LLC274.8K$8.03M+16Added
2Independent Advisor Alliance134.1K$3.92M+134.1KNew
3Three Cord True Wealth Management, LLC27.4K$800.7K16Reduced
4Archer Investment Corp19.5K$569.7K225Reduced
5Citadel Advisors LLC18.3K$533.7K999Reduced
6Commonwealth Equity Services, LLC10.0K$293.5K1.8KReduced
7Private Advisor Group, LLC9.4K$274.4K+1Added
8Western Wealth Management, LLC7.6K$220.6K0Held
9Osaic Holdings, Inc.2.3K$67.5K637Reduced
10Private Trust Co Na2.0K$59.3K0Held

2 more institutional holders on Premium

See every fund holding First Tr Exchange Traded Fd, with full quarter-over-quarter share changes.

Unlock all holders