17 institutions reported holding $8.0M of FIRST TR EXCHANGE-TRADED FD (FTAG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Trek Financial, LLC ($2.8M), ABLE Financial Group, LLC ($2.5M), JANE STREET GROUP, LLC ($1.3M), COMMONWEALTH EQUITY SERVICES, LLC ($996,390), CITADEL ADVISORS LLC ($221,642). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Trek Financial, LLC | $2.8M | 96,339 | New |
| 2 | ABLE Financial Group, LLC | $2.5M | 83,821 | New |
| 3 | JANE STREET GROUP, LLC | $1.3M | 43,762 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $996,390 | 33,716 | Added |
| 5 | CITADEL ADVISORS LLC | $221,642 | 7,500 | New |
| 6 | Royal Bank of Canada | $95,000 | 3,230 | Added |
| 7 | OSAIC HOLDINGS, INC. | $19,118 | 646 | Hold |
| 8 | Western Wealth Management, LLC | $14,207 | 481 | New |
| 9 | CWM, LLC | $13,446 | 455 | Hold |
| 10 | MORGAN STANLEY | $4,651 | 157 | Trimmed |
| 11 | SIMPLEX TRADING, LLC | $3,782 | 128 | New |
| 12 | MARSHALL INVESTMENT MANAGEMENT, LLC | $760 | 26 | New |
| 13 | WELLS FARGO & COMPANY/MN | $25 | 1 | New |
| 14 | Virtu Financial LLC | $0 | 0 | Exited |
| 15 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 16 | UBS Group AG | $0 | 0 | Exited |
| 17 | NewEdge Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31