Who Owns FIRST TR EXCHANGE-TRADED FD (FDD)? -- Institutional Holders (2026-06-30)
152 institutions reported holding $481.6M of FIRST TR EXCHANGE-TRADED FD (FDD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($69.1M), WELLS FARGO & COMPANY/MN ($42.3M), MANCHESTER FINANCIAL INC ($35.6M), RAYMOND JAMES FINANCIAL INC ($32.7M), LPL Financial LLC ($27.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $69.1M | 3.7M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $42.3M | 2.3M | Trimmed |
| 3 | MANCHESTER FINANCIAL INC | $35.6M | 1.9M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $32.7M | 1.8M | Added |
| 5 | LPL Financial LLC | $27.2M | 1.5M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $27.1M | 1.5M | Added |
| 7 | UBS Group AG | $25.1M | 1.4M | Trimmed |
| 8 | ODonnell Financial Services, LLC | $17.8M | 958,425 | Added |
| 9 | OSAIC HOLDINGS, INC. | $16.5M | 890,206 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $15.4M | 828,951 | Added |
| 11 | Prospera Financial Services Inc | $10.9M | 587,578 | Added |
| 12 | Intellectus Partners, LLC | $10.0M | 540,106 | Trimmed |
| 13 | Warner Group LLC | $7.4M | 399,427 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 390,954 | Added |
| 15 | Janney Montgomery Scott LLC | $7.1M | 381,467 | Trimmed |
| 16 | JONES FINANCIAL COMPANIES LLLP | $5.1M | 274,367 | Added |
| 17 | Owen LaRue, LLC | $4.7M | 255,152 | Added |
| 18 | Allie Family Office LLC | $4.2M | 226,903 | Hold |
| 19 | HARBOUR INVESTMENTS, INC. | $4.2M | 223,991 | Added |
| 20 | Atria Investments, Inc | $4.1M | 223,175 | Added |
| 21 | Equitable Holdings, Inc. | $4.1M | 223,085 | Added |
| 22 | Sanctuary Advisors, LLC | $4.0M | 218,120 | Added |
| 23 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $4.0M | 215,059 | Added |
| 24 | FLAGSHIP HARBOR ADVISORS, LLC | $4.0M | 214,083 | Added |
| 25 | NewEdge Advisors, LLC | $3.8M | 206,138 | Added |
Source: SEC Form 13F filings · as of 2026-06-30