Who Owns FIRST TR EXCHANGE-TRADED FD (FDN)? -- Institutional Holders (2026-06-30)

619 institutions reported holding $2.48B of FIRST TR EXCHANGE-TRADED FD (FDN) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($287.6M), LPL Financial LLC ($188.4M), WELLS FARGO & COMPANY/MN ($179.2M), BANK OF AMERICA CORP /DE/ ($173.8M), UBS Group AG ($149.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$287.6M1.1MAdded
2LPL Financial LLC$188.4M711,657Trimmed
3WELLS FARGO & COMPANY/MN$179.2M676,770Trimmed
4BANK OF AMERICA CORP /DE/$173.8M656,654Trimmed
5UBS Group AG$149.4M564,479Added
6RAYMOND JAMES FINANCIAL INC$104.1M393,245Trimmed
7Royal Bank of Canada$97.1M366,618Added
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$48.5M183,032Added
9ENVESTNET ASSET MANAGEMENT INC$39.1M147,526Trimmed
10Corient Private Wealth LLC$39.0M147,138Trimmed
11OSAIC HOLDINGS, INC.$34.5M130,180Trimmed
12TRUIST FINANCIAL CORP$34.4M130,043Trimmed
13CITADEL ADVISORS LLC$33.6M126,947Added
14AMERIPRISE FINANCIAL INC$32.2M121,670Trimmed
15STIFEL FINANCIAL CORP$29.5M111,404Trimmed
16COMMONWEALTH EQUITY SERVICES, LLC$28.9M109,056Added
17HighTower Advisors, LLC$26.3M99,174Trimmed
18Fisher Asset Management, LLC$26.2M98,784Trimmed
19Janney Montgomery Scott LLC$23.1M87,418Trimmed
20EARNED WEALTH ADVISORS, LLC$23.1M87,118Trimmed
21Cetera Investment Advisers$21.6M81,775Trimmed
22Cambridge Investment Research Advisors, Inc.$20.6M77,877Trimmed
23TWO SIGMA INVESTMENTS, LP$20.1M75,980New
24WCG Wealth Advisors LLC$19.8M74,915Added
25Warner Group LLC$19.7M74,248Added

Source: SEC Form 13F filings · as of 2026-06-30