Who Owns FIRST TR EXCHANGE-TRADED FD (FBT)? -- Institutional Holders (2026-06-30)
366 institutions reported holding $2.03B of FIRST TR EXCHANGE-TRADED FD (FBT) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($840.0M), MORGAN STANLEY ($135.2M), WELLS FARGO & COMPANY/MN ($110.1M), LPL Financial LLC ($64.1M), RAYMOND JAMES FINANCIAL INC ($54.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $840.0M | 3.4M | Trimmed |
| 2 | MORGAN STANLEY | $135.2M | 545,436 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $110.1M | 444,334 | Added |
| 4 | LPL Financial LLC | $64.1M | 258,714 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $54.9M | 221,361 | Added |
| 6 | Royal Bank of Canada | $52.1M | 210,355 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $51.8M | 209,087 | Added |
| 8 | UBS Group AG | $50.9M | 205,511 | Added |
| 9 | BESSEMER GROUP INC | $34.2M | 137,993 | New |
| 10 | Berger Financial Group, Inc | $25.4M | 102,351 | Trimmed |
| 11 | Nilsine Partners, LLC | $24.1M | 97,225 | Added |
| 12 | STIFEL FINANCIAL CORP | $22.6M | 91,239 | Added |
| 13 | TWO SIGMA INVESTMENTS, LP | $22.1M | 89,200 | Added |
| 14 | WCG Wealth Advisors LLC | $20.7M | 83,489 | Added |
| 15 | &PARTNERS | $19.1M | 77,150 | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $18.7M | 75,527 | Added |
| 17 | Advisory Services Network, LLC | $17.8M | 71,809 | Trimmed |
| 18 | Summit Financial, LLC | $16.5M | 66,638 | Added |
| 19 | NewEdge Advisors, LLC | $16.5M | 66,409 | Added |
| 20 | Janney Montgomery Scott LLC | $15.7M | 63,193 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $15.5M | 62,403 | Trimmed |
| 22 | TRUIST FINANCIAL CORP | $14.1M | 56,835 | Added |
| 23 | OSAIC HOLDINGS, INC. | $13.6M | 54,786 | Added |
| 24 | Csenge Advisory Group | $12.2M | 49,202 | Added |
| 25 | NewSquare Capital LLC | $12.2M | 49,037 | Added |
Source: SEC Form 13F filings · as of 2026-06-30