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

121 institutions reported holding $156.8M of FIRST TR EXCHANGE-TRADED FD (FXD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($34.4M), WELLS FARGO & COMPANY/MN ($27.0M), RAYMOND JAMES FINANCIAL INC ($10.2M), LPL Financial LLC ($9.7M), BANK OF AMERICA CORP /DE/ ($8.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$34.4M497,599Trimmed
2WELLS FARGO & COMPANY/MN$27.0M389,948Trimmed
3RAYMOND JAMES FINANCIAL INC$10.2M146,906Trimmed
4LPL Financial LLC$9.7M140,473Added
5BANK OF AMERICA CORP /DE/$8.3M119,282Trimmed
6Janney Montgomery Scott LLC$5.2M75,547Trimmed
7STIFEL FINANCIAL CORP$5.1M74,409Trimmed
8GOLDMAN SACHS GROUP INC$3.7M53,744Trimmed
9BNP PARIBAS FINANCIAL MARKETS$3.5M50,000New
10Xcelsior Advisor Partners LLC$3.3M35,256New
11TRUIST FINANCIAL CORP$3.3M47,025Trimmed
12Paragon Private Wealth Management, LLC$2.3M33,377Trimmed
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M33,215Added
14UBS Group AG$2.3M32,783Trimmed
15TradeWell Securities, LLC.$2.2M32,487Added
16AMERIPRISE FINANCIAL INC$1.8M25,473Trimmed
17Royal Bank of Canada$1.7M24,457Trimmed
18COTTONWOOD CAPITAL ADVISORS, LLC$1.5M21,987Trimmed
19ENVESTNET ASSET MANAGEMENT INC$1.4M20,666Trimmed
20Kestra Advisory Services, LLC$1.2M17,179Trimmed
21COMMONWEALTH EQUITY SERVICES, LLC$1.2M17,178Trimmed
22OSAIC HOLDINGS, INC.$1.2M16,866Trimmed
23Cetera Investment Advisers$1.1M15,625Trimmed
24STEPHENS INC /AR/$968,19713,998Hold
25PGIM Custom Harvest LLC$955,26313,811Trimmed

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