Who Owns FIRST TR EXCHANGE-TRADED FD (FXG)? -- Institutional Holders (2026-06-30)
125 institutions reported holding $116.3M of FIRST TR EXCHANGE-TRADED FD (FXG) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($18.7M), MORGAN STANLEY ($12.1M), WELLS FARGO & COMPANY/MN ($10.3M), Independent Advisor Alliance ($6.3M), OSAIC HOLDINGS, INC. ($5.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $18.7M | 297,896 | Added |
| 2 | MORGAN STANLEY | $12.1M | 193,406 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $10.3M | 164,660 | Trimmed |
| 4 | Independent Advisor Alliance | $6.3M | 101,267 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $5.8M | 92,468 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $5.3M | 84,344 | Added |
| 7 | STIFEL FINANCIAL CORP | $4.2M | 67,381 | Added |
| 8 | Royal Bank of Canada | $3.7M | 59,812 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $3.7M | 58,748 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 57,847 | Trimmed |
| 11 | CITIGROUP INC | $2.7M | 43,291 | Added |
| 12 | UBS Group AG | $2.6M | 42,113 | Added |
| 13 | Cedrus Wealth Group LLC | $2.2M | 35,806 | New |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 33,299 | Added |
| 15 | Rockefeller Capital Management L.P. | $1.9M | 29,821 | Added |
| 16 | PGIM Custom Harvest LLC | $1.8M | 28,269 | Hold |
| 17 | Janney Montgomery Scott LLC | $1.6M | 25,610 | Trimmed |
| 18 | GOLDMAN SACHS GROUP INC | $1.5M | 23,497 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 22,591 | Trimmed |
| 20 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.3M | 20,958 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.3M | 20,892 | Added |
| 22 | Proactive Wealth Strategies LLC | $1.1M | 17,182 | Trimmed |
| 23 | Regal Investment Advisors LLC | $1.0M | 16,654 | Trimmed |
| 24 | Cetera Investment Advisers | $1.0M | 16,419 | Trimmed |
| 25 | TRUIST FINANCIAL CORP | $992,198 | 15,845 | Added |
Source: SEC Form 13F filings · as of 2026-06-30