FIRST TR E

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FSZ·33737J232·US·ETF-13D/G

FSZ (FIRST TR E) is held by 13 institutional investors as of Q2 2026. Largest holders: Vontobel Holding Ltd. ($9.1M), JANE STREET GROUP, LLC ($1.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.1M). Net institutional sentiment: Mixed.

13

Holders

$14.4M

Total Value

33% (12)

Consensus

4 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)26

Insider (Form 4)35

Activist (13D/13G)65

Congressional (STOCK Act)48

Holder Quality

76

★★★★★

Elite

34

★★★★

Strong

84

★★★

Solid

42

★★

Below

19

★

Weak

Held by 13 funds

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Oct 22, 2025 · Congress none

ActivistFTFirst Trust Portfolios L.P.40.8%Oct 22, 2025

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Top Holders

Top Holders (13)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Vontobel Holding Ltd.	Decreased	110,440(-0.3%)	$9.1M	0.0%	+34.15%	0
JANE STREET GROUP, LLC	Decreased	19,780(-22.3%)	$1.6M	0.0%	+11.69%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	12,947(+1.5%)	$1.1M	0.0%	+4.12%	25
MORGAN STANLEY	Decreased	7,353(-40.2%)	$603,198	0.0%	+18.62%	0
STIFEL FINANCIAL CORP	Decreased	6,431(-1.6%)	$527,524	0.0%	+53.81%	0
LPL Financial LLC	Increased	6,181(+7.1%)	$507,000	0.0%	+19.27%	26
CITADEL ADVISORS LLC	Decreased	4,823(-82.8%)	$395,624	0.0%	-0.42%	0
RAYMOND JAMES FINANCIAL INC	Decreased	4,036(-2.4%)	$331,060	0.0%	-5.87%	0
ROYAL BANK OF CANADA	Increased	1,240(+29.3%)	$102,000	0.0%	+2.46%	19
UBS Group AG	Increased	1,144(+11.9%)	$93,841	0.0%	+9.34%	16
OSAIC HOLDINGS, INC.	Unchanged	1,012	$83,014	0.0%	+34.50%	0
JPMORGAN CHASE & CO	Decreased	115(-64.4%)	$9,552	0.0%	-0.30%	0
ASSETMARK, INC	Unchanged	80	$6,562	0.0%	-5.43%	0
Beacon Pointe Advisors, LLC	Exited	0(-100.0%)	$445,297	0.0%	+4.45%	0

FSZFIRST TR E

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer