Who Owns FIRST TR EXCHANGE-TRADED FD (FXL)? -- Institutional Holders (2026-06-30)
304 institutions reported holding $2.09B of FIRST TR EXCHANGE-TRADED FD (FXL) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($809.3M), MORGAN STANLEY ($163.0M), LPL Financial LLC ($126.3M), WELLS FARGO & COMPANY/MN ($116.2M), RAYMOND JAMES FINANCIAL INC ($82.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $809.3M | 3.7M | New |
| 2 | MORGAN STANLEY | $163.0M | 750,232 | Added |
| 3 | LPL Financial LLC | $126.3M | 581,363 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $116.2M | 534,953 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $82.8M | 381,359 | Trimmed |
| 6 | BNP PARIBAS FINANCIAL MARKETS | $76.0M | 350,000 | New |
| 7 | UBS Group AG | $41.6M | 191,572 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $27.0M | 124,399 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $24.3M | 111,813 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $24.1M | 110,937 | Added |
| 11 | Genesee Capital Advisors, LLC | $23.4M | 107,867 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $22.4M | 103,215 | Added |
| 13 | Nilsine Partners, LLC | $21.2M | 97,521 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $20.8M | 95,685 | Added |
| 15 | &PARTNERS | $20.5M | 94,634 | Added |
| 16 | STIFEL FINANCIAL CORP | $19.8M | 90,974 | Added |
| 17 | NewEdge Advisors, LLC | $19.4M | 89,362 | Added |
| 18 | Cetera Investment Advisers | $17.6M | 80,823 | Trimmed |
| 19 | Janney Montgomery Scott LLC | $17.5M | 80,446 | Added |
| 20 | Advisory Services Network, LLC | $17.1M | 78,526 | Added |
| 21 | Vestmark Advisory Solutions, Inc. | $17.0M | 78,113 | Hold |
| 22 | OSAIC HOLDINGS, INC. | $16.1M | 74,175 | Added |
| 23 | Royal Bank of Canada | $15.0M | 68,927 | Added |
| 24 | Arax Advisory Partners | $14.7M | 67,443 | Added |
| 25 | MAI Capital Management | $14.2M | 65,270 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30