Vault-13

FIRST TR EXCHANGE-TRADED FD FIIG

INTERMEDIATE DUR · ETP · CUSIP 33738D796

127 institutional holders +10 vs Q4 2025
25,704,40325.7m shares reported held*
$533.4mreported value*
23 new 71 added 24 reduced 11 sold out net bought ≈ $39.5m (+1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($914.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.75.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 23: 9Q4 23: 19Q1 24: 42Q2 24: 67Q3 24: 83Q4 24: 105Q1 25: 106Q2 25: 114Q3 25: 111Q4 25: 117Q1 26: 127127Q3 23Q1 24Q3 24Q1 25Q3 25Q1 26
Numbers
QuarterHolders
Q3 20239
Q4 202319
Q1 202442
Q2 202467
Q3 202483
Q4 2024105
Q1 2025106
Q2 2025114
Q3 2025111
Q4 2025117
Q1 2026127

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 60 bought or addedQ2 24: 6 cut or sold outQ3 24: 73 bought or addedQ3 24: 14 cut or sold outQ3 24Q4 24: 68 bought or addedQ4 24: 36 cut or sold outQ1 25: 74 bought or addedQ1 25: 40 cut or sold outQ1 25Q2 25: 64 bought or addedQ2 25: 41 cut or sold outQ3 25: 69 bought or addedQ3 25: 45 cut or sold outQ3 25Q4 25: 71 bought or addedQ4 25: 41 cut or sold outQ1 26: 94 bought or addedQ1 26: 35 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024606
Q3 20247314
Q4 20246836
Q1 20257440
Q2 20256441
Q3 20256945
Q4 20257141
Q1 20269435

Biggest buyers

TCP Asset Management, LLC Added +444,054+444.1k
LPL Financial LLC Added +441,705+441.7k
STEPHENS INC /AR/ Added +339,533+339.5k
NewEdge Advisors, LLC Added +243,074+243.1k
ENVESTNET ASSET MANAGEMENT INC Added +199,710+199.7k
Avior Wealth Management, LLC New +180,401+180.4k
Per Stirling Capital Management, LLC. Added +137,524+137.5k
Rehmann Capital Advisory Group Added +118,382+118.4k
FIRST TRUST ADVISORS LP Added +117,894+117.9k
INDEPENDENT FINANCIAL GROUP, LLC Added +111,081+111.1k

Biggest sellers

Concurrent Investment Advisors, LLC Reduced -634,588-634.6k
NORTHEAST PLANNING ASSOCIATES, INC. / NH / Sold out -385,440-385.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -241,144-241.1k
MML INVESTORS SERVICES, LLC Reduced -79,978-80.0k
FLOW TRADERS U.S. LLC Sold out -56,839-56.8k
Coppell Advisory Solutions LLC Sold out -50,289-50.3k
GOLDMAN SACHS GROUP INC Sold out -43,181-43.2k
OSAIC HOLDINGS, INC. Reduced -36,780-36.8k
Owen LaRue, LLC Reduced -32,873-32.9k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -27,381-27.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution -1.1 pts · filed 2026-04-14 12.5% -1.1 pts 4.0m≈ $82.1m 2026-04-14

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 4,852,1674.9m $100.7m $100.7m 0.03% Added +441.7k +441,705
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,546,4862.5m $52.8m $52.8m 0.00% Added +64.0k +64,019
3 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 1,856,6121.9m $38.5m $38.5m 0.05% Reduced -241.1k -241,144
4 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 1,729,7811.7m $35.9m $35.9m 0.04% Added +24.9k +24,855
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,693,0161.7m $35.1m $35.1m 0.01% Added +199.7k +199,710
6 TCP Asset Management, LLC 3.73% of their portfolio Upper Arlington, OH 1,397,2781.4m $29.0m $29.0m 3.73% Added +444.1k +444,054
7 MANCHESTER FINANCIAL INC 4.25% of their portfolio Westlake Village, CA 1,068,0621.1m $22.2m $22.2m 4.25% Added +110.6k +110,570
8 Per Stirling Capital Management, LLC. 2.02% of their portfolio AUSTIN, TX 880,325880.3k $18.3m $18.3m 2.02% Added +137.5k +137,524
9 STEPHENS INC /AR/ 0.20% of their portfolio LITTLE ROCK, AR 761,660761.7k $15.8m $15.8m 0.20% Added +339.5k +339,533
10 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 571,903571.9k $11.9m $11.9m 0.04% Added +34.9k +34,882
11 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 537,691537.7k $11.2m $11.2m 0.03% Added +58.6k +58,601
12 Rehmann Capital Advisory Group 0.53% of their portfolio LANSING, MI 489,871489.9k $10.2m $10.2m 0.53% Added +118.4k +118,382
13 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 462,533462.5k $9.6m $9.6m 0.01% Added +117.9k +117,894
14 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 411,271411.3k $8.5m $8.5m 0.04% Added +18.6k +18,585
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 389,839389.8k $8.1m $8.1m 0.01% Added +52.7k +52,684
16 BENJAMIN EDWARDS INC 0.08% of their portfolio Clayton, MO 366,373366.4k $7.6m $7.6m 0.08% Added +47.5k +47,527
17 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 366,000366.0k $7.6m $7.6m 0.03% Added +243.1k +243,074
18 Mach-1 Financial Group, LLC 2.63% of their portfolio Rogers, AR 360,331360.3k $7.5m $7.5m 2.63% Added +46.0k +46,049
19 Owen LaRue, LLC 2.31% of their portfolio ELIZABETHTOWN, KY 290,546290.5k $6.0m $6.0m 2.31% Reduced -32.9k -32,873
20 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 238,285238.3k $4.9m $4.9m 0.01% Added +28.7k +28,701
21 Csenge Advisory Group 0.23% of their portfolio CLEARWATER, FL 237,188237.2k $4.9m $4.9m 0.23% Added +10.5k +10,521
22 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 210,854210.9k $4.4m $4.4m 0.01% Added +27.1k +27,130
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 205,029205.0k $4.3m $4.3m 0.00% Added +19.8k +19,813
24 Avior Wealth Management, LLC 0.11% of their portfolio OMAHA, NE 180,401180.4k $3.7m $3.7m 0.11% New
25 Sequent Planning LLC 0.88% of their portfolio OMAHA, NE 175,186175.2k $3.6m $3.6m 0.88% Added +1.3k +1,282
26 Gateway Wealth Partners, LLC 0.14% of their portfolio APPLETON, WI 167,614167.6k $3.5m $3.5m 0.14% Added +93.6k +93,623
27 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 147,927147.9k $3.1m $3.1m 0.03% Added +3.9k +3,936
28 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 138,701138.7k $2.9m $2.9m 0.04% Reduced -6.5k -6,538
29 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 132,762132.8k $2.8m $2.8m 0.04% Added +9.3k +9,331
30 TWIN PEAKS WEALTH ADVISORS, LLC 0.69% of their portfolio SAN FRANCISCO, CA 132,222132.2k $2.7m $2.7m 0.69% Added +77.1k +77,052
31 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 131,685131.7k $2.7m $2.7m 0.06% Added +9.5k +9,546
32 INDEPENDENT FINANCIAL GROUP, LLC 0.06% of their portfolio SAN DIEGO, CA 130,652130.7k $2.7m $2.7m 0.06% Added +111.1k +111,081
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 116,652116.7k $2.4m $2.4m 0.00% Added +104.3k +104,331
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 114,715114.7k $2.4m $2.4m 0.00% Reduced -36.8k -36,780
35 FSB PREMIER WEALTH MANAGEMENT, INC. 0.72% of their portfolio WATERLOO, IA 111,209111.2k $2.3m $2.3m 0.72% Reduced -8.4k -8,441
36 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 96,06696.1k $2.0m $2.0m 0.04% Reduced -4.6k -4,618
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 84,80984.8k $1.8m $1.8m 0.00% Reduced -80.0k -79,978
38 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 79,24179.2k $1.6m $1.6m 0.01% Added +4.0k +3,970
39 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 78,61178.6k $1.7m $1.7m 0.01% Added +1.8k +1,831
40 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 77,60077.6k $1.6m $1.6m 0.01% Added +28.9k +28,861
41 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 72,89372.9k $1.5m $1.5m 0.01% Added +1.4k +1,422
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 71,53771.5k $1.5m $1.5m 0.00% Added +8.0k +8,032
43 IAMS WEALTH MANAGEMENT, LLC 0.49% of their portfolio OMAHA, NE 67,52767.5k $1.4m $1.4m 0.49% Added +8.1k +8,116
44 Pacific Excel Wealth Advisors, Inc. 1.43% of their portfolio WALNUT CREEK, CA 65,43765.4k $1.4m $1.4m 1.43% Added +30.7k +30,659
45 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 58,92858.9k $1.2m $1.2m 0.01% Added +6.1k +6,097
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 52,35052.4k $1.1m $1.1m 0.00% Added +28.1k +28,076
47 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 51,99752.0k $1.1m $1.1m 0.01% Added +94 +94
48 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 51,21451.2k $1.1m $1.1m 0.01% Added +4.1k +4,140
49 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 45,89045.9k $952.3k $952.3k 0.01% New
50 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 45,56445.6k $945.4k $945.4k 0.00% Added +4.8k +4,765
51 Everest Financial Group LLC 0.15% of their portfolio MINNEAPOLIS, MN 45,00045.0k $933.8k $933.8k 0.15% New
52 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 43,73943.7k $907.6k $907.6k 0.02% Reduced -17.5k -17,528
53 DAYMARK WEALTH PARTNERS, LLC 0.03% of their portfolio CINCINNATI, OH 43,25043.2k $897.4k $897.4k 0.03% Added +13.5k +13,489
54 Impact Partnership Wealth, LLC 0.10% of their portfolio MARIETTA, GA 38,46538.5k $798.1k $798.1k 0.10% Reduced -1.8k -1,838
55 WINEBRENNER CAPITAL MANAGEMENT LLC 0.48% of their portfolio LOUISVILLE, KY 36,30736.3k $753.4k $753.4k 0.48% Added +215 +215
56 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 36,27836.3k $752.8k $752.8k 0.01% Reduced -634.6k -634,588
57 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 35,92635.9k $745.5k $745.5k 0.14% Reduced -349 -349
58 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 34,10434.1k $707.7k $707.7k 0.02% Added +4.9k +4,855
59 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 33,12733.1k $687.4k $687.4k 0.01% Reduced -27.4k -27,381
60 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 32,77832.8k $680.1k $680.1k 0.01% Reduced -23.4k -23,355
61 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 31,78831.8k $659.6k $659.6k 0.01% Added +1.7k +1,745
62 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 30,64630.6k $635.9k $635.9k 0.04% Reduced -1.8k -1,822
63 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 30,56630.6k $634.2k $634.2k 0.01% Added +4.7k +4,711
64 Pinnacle Family Advisors, LLC 0.30% of their portfolio Springfield, MO 30,53230.5k $633.5k $633.5k 0.30% Added +1.4k +1,384
65 BAM Wealth Management, LLC 0.47% of their portfolio LAKEWOOD, CO 30,45330.5k $631.9k $631.9k 0.47% Added +10.2k +10,178
66 LaSalle St. Investment Advisors, LLC 0.08% of their portfolio ELMHURST, IL 27,43327.4k $569.2k $569.2k 0.08% Reduced -225 -225
67 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 26,81526.8k $556.4k $556.4k 0.02% Added +3.0k +2,972
68 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 26,78226.8k $569.6k $569.6k 0.09% Added +11.8k +11,825
69 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 26,21526.2k $544.0k $544.0k 0.01% New
70 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 25,66025.7k $532.4k $532.4k 0.01% Added +1.0k +1,004
71 HBW ADVISORY SERVICES LLC 0.06% of their portfolio SIMI VALLEY, CA 25,19125.2k $522.7k $522.7k 0.06% Added +1.8k +1,759
72 NOVEM GROUP 0.05% of their portfolio Rochester, NY 22,68822.7k $470.8k $470.8k 0.05% New
73 BlueChip Wealth Advisors LLC 0.19% of their portfolio Milton, GA 21,28921.3k $441.7k $441.7k 0.19% Added +3.5k +3,541
74 Keystone Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 21,00021.0k $435.8k $435.8k 0.09% Unchanged
75 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 20,98421.0k $435.4k $435.4k 0.00% New
76 Asset Allocation Strategies LLC 0.08% of their portfolio FARMINGTON, MI 20,58120.6k $427.1k $427.1k 0.08% Added +1.1k +1,101
77 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 18,85518.9k $391.2k $391.2k 0.01% Added +207 +207
78 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 18,02718.0k $374.1k $374.1k 0.01% New
79 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 17,88817.9k $371.2k $371.2k 0.01% Added +1.8k +1,838
80 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 17,04117.0k $353.6k $353.6k 0.01% New
81 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 16,38916.4k $340.1k $340.1k 0.00% Added +4.7k +4,730
82 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 16,26016.3k $337.4k $337.4k 0.00% Reduced -861 -861
83 Betterment LLC 0.00% of their portfolio NEW YORK, NY 16,06716.1k $333.0k $333.0k 0.00% Added +2.6k +2,607
84 Rossby Financial, LCC 0.07% of their portfolio MELBOURNE, FL 15,76615.8k $327.1k $327.1k 0.07% Added +1.8k +1,775
85 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 15,62715.6k $324.3k $324.3k 0.01% Added +915 +915
86 Omnitrust Wealth Management, Inc 0.41% of their portfolio JACKSONVILLE, FL 15,22815.2k $316.0k $316.0k 0.41% Added +843 +843
87 Triad Wealth Partners, LLC 0.02% of their portfolio LAWRENCE, KS 14,86214.9k $308.4k $308.4k 0.02% New
88 BARRETT & COMPANY, INC. 0.10% of their portfolio PROVIDENCE, RI 14,33214.3k $297.4k $297.4k 0.10% New
89 PRIVATE CLIENT SERVICES, LLC 0.09% of their portfolio LOUISVILLE, KY 13,84813.8k $287.3k $287.3k 0.09% Added +128 +128
90 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 13,76013.8k $285.5k $285.5k 0.02% Added +2.2k +2,169
91 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 13,50613.5k $280.2k $280.2k 0.00% Added +156 +156
92 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 13,22113.2k $274.3k $274.3k 0.02% New
93 Milestones Private Investment Advisors LLC 0.21% of their portfolio FAIRPORT, NY 11,56811.6k $240.0k $240.0k 0.21% Added +63 +63
94 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 9,9389.9k $206.2k $206.2k 0.01% Reduced -2.9k -2,947
95 Independent Wealth Network Inc. 0.06% of their portfolio URBANDALE, IA 9,6679.7k $200.6k $200.6k 0.06% Reduced -1.1k -1,096
96 TUCKER ASSET MANAGEMENT LLC 0.06% of their portfolio LITTLETON, CO 9,5929.6k $199.0k $199.0k 0.06% Added +731 +731
97 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 8,4598.5k $176.0k $176.0k 0.00% Reduced -4.6k -4,636
98 Synergy Investment Management, LLC 0.05% of their portfolio ALTAMONTE SPRINGS, FL 7,9377.9k $164.7k $164.7k 0.05% Reduced -3.0k -3,023
99 EVOLUTION WEALTH MANAGEMENT INC. 0.08% of their portfolio FORT MYERS, FL 5,0855.1k $105.5k $105.5k 0.08% Added +696 +696
100 Triumph Capital Management 0.02% of their portfolio DENVER, CO 4,2004.2k $87.2k $87.2k 0.02% New