Vault-13

FIRST TR EXCHANGE-TRADED FD FIIG

INTERMEDIATE DUR · ETP · CUSIP 33738D796

140 institutional holders +13 vs Q1 2026
26,367,54226.4m shares reported held*
$545.7mreported value*
23 new 72 added 26 reduced 9 sold out net bought ≈ $13.2m (+655.7k 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.70.

Trends to Q2 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: 127Q2 26: 140140Q3 23Q2 24Q1 25Q4 25Q2 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
Q2 2026140

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 73 bought or addedQ3 24: 14 cut or sold outQ4 24: 68 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 74 bought or addedQ1 25: 40 cut or sold outQ2 25: 64 bought or addedQ2 25: 41 cut or sold outQ2 25Q3 25: 69 bought or addedQ3 25: 45 cut or sold outQ4 25: 71 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 94 bought or addedQ1 26: 35 cut or sold outQ2 26: 95 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247314
Q4 20246836
Q1 20257440
Q2 20256441
Q3 20256945
Q4 20257141
Q1 20269435
Q2 20269535

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +554,405+554.4k
MANCHESTER FINANCIAL INC Added +514,242+514.2k
JANE STREET GROUP, LLC New +258,677+258.7k
ENVESTNET ASSET MANAGEMENT INC Added +216,084+216.1k
MORGAN STANLEY Added +155,672+155.7k
TCP Asset Management, LLC Added +109,857+109.9k
TRUIST FINANCIAL CORP New +93,771+93.8k
GOLDMAN SACHS GROUP INC New +93,698+93.7k
MML INVESTORS SERVICES, LLC Added +93,227+93.2k
HRT FINANCIAL LP New +87,880+87.9k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -1,381,995-1.4m
Cetera Investment Advisers Reduced -410,281-410.3k
HighTower Advisors, LLC Reduced -225,376-225.4k
Sequent Planning LLC Reduced -138,590-138.6k
Pacific Excel Wealth Advisors, Inc. Sold out -65,437-65.4k
Equitable Holdings, Inc. Reduced -51,071-51.1k
Avior Wealth Management, LLC Reduced -50,278-50.3k
Independent Advisor Alliance Sold out -45,890-45.9k
Gateway Wealth Partners, LLC Reduced -34,562-34.6k
Private Advisor Group, LLC Reduced -28,244-28.2k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 4,859,0404.9m $100.6m $100.6m 0.02% Added +6.9k +6,873
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,702,1582.7m $56.0m $56.0m 0.00% Added +155.7k +155,672
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,909,1001.9m $39.5m $39.5m 0.01% Added +216.1k +216,084
4 MANCHESTER FINANCIAL INC 5.83% of their portfolio Westlake Village, CA 1,582,3041.6m $32.8m $32.8m 5.83% Added +514.2k +514,242
5 TCP Asset Management, LLC 3.54% of their portfolio Upper Arlington, OH 1,507,1351.5m $31.2m $31.2m 3.54% Added +109.9k +109,857
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 1,319,5001.3m $27.3m $27.3m 0.02% Reduced -410.3k -410,281
7 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 1,092,0961.1m $22.6m $22.6m 0.03% Added +554.4k +554,405
8 Per Stirling Capital Management, LLC. 1.74% of their portfolio AUSTIN, TX 883,962884.0k $18.3m $18.3m 1.74% Added +3.6k +3,637
9 STEPHENS INC /AR/ 0.18% of their portfolio LITTLE ROCK, AR 765,223765.2k $15.8m $15.8m 0.18% Added +3.6k +3,563
10 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 605,395605.4k $12.5m $12.5m 0.04% Added +33.5k +33,492
11 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 518,470518.5k $10.7m $10.7m 0.01% Added +55.9k +55,937
12 Rehmann Capital Advisory Group 0.46% of their portfolio LANSING, MI 488,337488.3k $10.1m $10.1m 0.46% Reduced -1.5k -1,534
13 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 474,617474.6k $9.8m $9.8m 0.01% Reduced -1.4m -1,381,995
14 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 446,702446.7k $9.3m $9.3m 0.04% Added +35.4k +35,431
15 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 433,525433.5k $9.0m $9.0m 0.03% Added +67.5k +67,525
16 BENJAMIN EDWARDS INC 0.07% of their portfolio Clayton, MO 393,377393.4k $8.1m $8.1m 0.07% Added +27.0k +27,004
17 Mach-1 Financial Group, LLC 2.75% of their portfolio Rogers, AR 343,076343.1k $7.1m $7.1m 2.75% Reduced -17.3k -17,255
18 Owen LaRue, LLC 2.16% of their portfolio ELIZABETHTOWN, KY 299,015299.0k $6.2m $6.2m 2.16% Added +8.5k +8,469
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 258,677258.7k $5.4m $5.4m 0.00% New
20 Csenge Advisory Group 0.21% of their portfolio CLEARWATER, FL 251,057251.1k $5.2m $5.2m 0.21% Added +13.9k +13,869
21 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 249,038249.0k $5.2m $5.2m 0.01% Added +10.8k +10,753
22 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 235,916235.9k $4.9m $4.9m 0.01% Added +25.1k +25,062
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 217,902217.9k $4.5m $4.5m 0.00% Added +12.9k +12,873
24 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 178,036178.0k $3.7m $3.7m 0.01% Added +93.2k +93,227
25 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 169,747169.7k $3.5m $3.5m 0.04% Added +31.0k +31,046
26 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 164,463164.5k $3.4m $3.4m 0.00% Reduced -225.4k -225,376
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 149,423149.4k $3.1m $3.1m 0.00% Added +34.7k +34,708
28 FSB PREMIER WEALTH MANAGEMENT, INC. 0.87% of their portfolio WATERLOO, IA 149,149149.1k $3.1m $3.1m 0.87% Added +37.9k +37,940
29 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 147,458147.5k $3.1m $3.1m 0.06% Added +15.8k +15,773
30 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 139,146139.1k $2.9m $2.9m 0.02% Reduced -8.8k -8,781
31 INDEPENDENT FINANCIAL GROUP, LLC 0.05% of their portfolio SAN DIEGO, CA 133,261133.3k $2.8m $2.8m 0.05% Added +2.6k +2,609
32 Gateway Wealth Partners, LLC 0.17% of their portfolio APPLETON, WI 133,052133.1k $2.8m $2.8m 0.17% Reduced -34.6k -34,562
33 Avior Wealth Management, LLC 0.07% of their portfolio OMAHA, NE 130,123130.1k $2.7m $2.7m 0.07% Reduced -50.3k -50,278
34 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 127,695127.7k $2.6m $2.6m 0.04% Reduced -5.1k -5,067
35 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 124,844124.8k $2.6m $2.6m 0.00% Added +53.3k +53,307
36 TWIN PEAKS WEALTH ADVISORS, LLC 0.55% of their portfolio SAN FRANCISCO, CA 117,029117.0k $2.4m $2.4m 0.55% Reduced -15.2k -15,193
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 93,77193.8k $1.9m $1.9m 0.00% New
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 93,69893.7k $1.9m $1.9m 0.00% New
39 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 91,91691.9k $1.9m $1.9m 0.03% Reduced -4.2k -4,150
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 91,16991.2k $1.9m $1.9m 0.00% Reduced -25.5k -25,483
41 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 87,88087.9k $1.8m $1.8m 0.00% New
42 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 83,82283.8k $1.7m $1.7m 0.01% Added +6.2k +6,222
43 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 80,99881.0k $1.7m $1.7m 0.01% Added +1.8k +1,757
44 IAMS WEALTH MANAGEMENT, LLC 0.45% of their portfolio OMAHA, NE 71,48971.5k $1.5m $1.5m 0.45% Added +4.0k +3,962
45 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 70,65670.7k $1.5m $1.5m 0.01% Reduced -2.2k -2,237
46 VAQUERO PRIVATE WEALTH, LTD 0.28% of their portfolio DALLAS, TX 65,27165.3k $1.4m $1.4m 0.28% First filing
47 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 64,43064.4k $1.3m $1.3m 0.01% Added +5.5k +5,502
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 59,80259.8k $1.2m $1.2m 0.00% Added +7.5k +7,452
49 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 59,46359.5k $1.2m $1.2m 0.01% Added +7.5k +7,466
50 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 56,06956.1k $1.2m $1.2m 0.01% Added +19.8k +19,791
51 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 54,11154.1k $1.1m $1.1m 0.01% Added +2.9k +2,897
52 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 52,40152.4k $1.1m $1.1m 0.01% New
53 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% of their portfolio DENVER, CO 52,40152.4k $1.1m $1.1m 0.02% New
54 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 49,37049.4k $1.0m $1.0m 0.02% Added +5.6k +5,631
55 Coppell Advisory Solutions LLC 0.06% of their portfolio COPPELL, TX 48,72748.7k $650.8k $650.8k 0.06% New
56 True Blue Financial, LLC 0.42% of their portfolio STEVENSVILLE, MI 47,58747.6k $985.5k $985.5k 0.42% New
57 BAM Wealth Management, LLC 0.57% of their portfolio LAKEWOOD, CO 44,12844.1k $913.9k $913.9k 0.57% Added +13.7k +13,675
58 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 43,96244.0k $910.5k $910.5k 0.01% New
59 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 43,68043.7k $904.6k $904.6k 0.01% Added +13.1k +13,114
60 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 42,50442.5k $880.3k $880.3k 0.01% Added +16.8k +16,844
61 Everest Financial Group LLC 0.11% of their portfolio MINNEAPOLIS, MN 41,00041.0k $849.1k $849.1k 0.11% Reduced -4.0k -4,000
62 Harvest Investment Services, LLC 0.13% of their portfolio Oakbrook Terrace, IL 40,72740.7k $843.5k $843.5k 0.13% Added +4.8k +4,801
63 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 39,65139.7k $821.2k $821.2k 0.01% Added +13.4k +13,436
64 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 36,70336.7k $760.1k $760.1k 0.02% Reduced -6.5k -6,547
65 Sequent Planning LLC 0.16% of their portfolio OMAHA, NE 36,59636.6k $757.9k $757.9k 0.16% Reduced -138.6k -138,590
66 KINTRA WEALTH, LLC 0.04% of their portfolio WILLIAMSPORT, PA 36,37436.4k $745.8k $745.8k 0.04% New
67 WINEBRENNER CAPITAL MANAGEMENT LLC 0.46% of their portfolio LOUISVILLE, KY 36,30736.3k $751.9k $751.9k 0.46% Unchanged
68 Impact Partnership Wealth, LLC 0.07% of their portfolio MARIETTA, GA 36,14036.1k $748.5k $748.5k 0.07% Reduced -2.3k -2,325
69 Providence First Trust Co 0.20% of their portfolio SCOTTSDALE, AZ 35,10035.1k $726.9k $726.9k 0.20% New
70 Ignite Planners, LLC 0.10% of their portfolio SAN CLEMENTE, CA 34,96535.0k $724.1k $724.1k 0.10% Added +8.2k +8,183
71 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 34,86734.9k $722.1k $722.1k 0.02% New
72 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 34,33834.3k $711.1k $711.1k 0.02% Added +234 +234
73 Pinnacle Family Advisors, LLC 0.29% of their portfolio Springfield, MO 33,89333.9k $701.9k $701.9k 0.29% Added +3.4k +3,361
74 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 31,92231.9k $661.1k $661.1k 0.01% Added +134 +134
75 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 30,82030.8k $638.3k $638.3k 0.01% Reduced -2.0k -1,958
76 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 30,44830.4k $630.6k $630.6k 0.01% Reduced -2.7k -2,679
77 Asset Allocation Strategies LLC 0.10% of their portfolio FARMINGTON, MI 30,08830.1k $623.1k $623.1k 0.10% Added +9.5k +9,507
78 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 29,95029.9k $620.3k $620.3k 0.02% Added +3.1k +3,135
79 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 29,78729.8k $616.9k $616.9k 0.01% Added +12.7k +12,746
80 LaSalle St. Investment Advisors, LLC 0.07% of their portfolio ELMHURST, IL 27,90927.9k $578.0k $578.0k 0.07% Added +476 +476
81 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 27,54027.5k $570.3k $570.3k 0.00% Reduced -51.1k -51,071
82 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio ORLANDO, FL 26,16326.2k $541.6k $541.6k 0.03% Reduced -4.5k -4,483
83 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 26,05426.1k $539.6k $539.6k 0.05% Added +863 +863
84 NOVEM GROUP 0.05% of their portfolio Rochester, NY 24,04124.0k $497.9k $497.9k 0.05% Added +1.4k +1,353
85 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 21,33221.3k $441.8k $441.8k 0.01% Added +2.5k +2,477
86 BlueChip Wealth Advisors LLC 0.17% of their portfolio Milton, GA 21,28921.3k $440.9k $440.9k 0.17% Unchanged
87 Keystone Wealth Services, LLC 0.08% of their portfolio PALM DESERT, CA 21,00021.0k $434.9k $434.9k 0.08% Unchanged
88 Betterment LLC 0.00% of their portfolio NEW YORK, NY 19,64019.6k $407.0k $407.0k 0.00% Added +3.6k +3,573
89 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 19,43719.4k $402.7k $402.7k 0.01% Added +1.5k +1,549
90 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 19,31919.3k $400.1k $400.1k 0.00% Added +2.9k +2,930
91 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 18,21618.2k $377.3k $377.3k 0.01% Added +189 +189
92 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 17,32017.3k $358.7k $358.7k 0.00% Reduced -28.2k -28,244
93 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 16,95117.0k $351.1k $351.1k 0.01% Added +1.3k +1,324
94 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 16,11016.1k $333.6k $333.6k 0.00% Reduced -150 -150
95 Rossby Financial, LCC 0.06% of their portfolio MELBOURNE, FL 16,09116.1k $333.2k $333.2k 0.06% Added +325 +325
96 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 15,40915.4k $319.1k $319.1k 0.02% Added +2.2k +2,188
97 GK Wealth Management LLC 0.18% of their portfolio RENO, NV 14,73214.7k $305.1k $305.1k 0.18% New
98 BARRETT & COMPANY, INC. 0.08% of their portfolio PROVIDENCE, RI 14,33214.3k $296.8k $296.8k 0.08% Unchanged
99 OneAscent Financial Services LLC 0.01% of their portfolio BIRMINGHAM, AL 14,14414.1k $292.9k $292.9k 0.01% Added +384 +384
100 PRIVATE CLIENT SERVICES, LLC 0.08% of their portfolio LOUISVILLE, KY 13,90013.9k $287.9k $287.9k 0.08% Added +52 +52