# FIRST TR EXCHANGE-TRADED FD LIMITED DURATION

FIRST TR EXCHANGE-TRADED FD LIMITED DURATION is a security (CUSIP 33738D804) tracked across SEC portfolio filings. 163 institutional managers reported $926.5M on Form 13F as of 2026-06-30.

## Summary

- Issuer: FIRST TR EXCHANGE-TRADED FD
- Class: LIMITED DURATION
- CUSIP: 33738D804
- 13F holders: 163
- 13F value: $926.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 163 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $234.0M | 12,356,464 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $163.4M | 8,626,539 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $69.1M | 3,650,356 |
| FIRST TRUST ADVISORS LP | Wheaton, IL | $62.0M | 3,272,845 |
| [Csenge Advisory Group](https://search.stillhousedata.com/firm/131167) | CLEARWATER, FL | $39.8M | 2,103,560 |
| Royal Bank of Canada | TORONTO, A6 | $38.7M | 2,043,299 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $37.2M | 1,972,353 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $24.1M | 1,272,430 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $19.0M | 1,009,886 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $17.7M | 936,217 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $16.5M | 869,667 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $14.7M | 777,553 |
| [Vestmark Advisory Solutions, Inc.](https://search.stillhousedata.com/firm/221518) | Jersey City, NJ | $10.5M | 554,003 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $10.1M | 534,714 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $8.3M | 440,123 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33738D804.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.