117 institutions reported holding $93.8M of FIRST TR EXCHANGE TRADED FD (FAN) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($21.4M), WELLS FARGO & COMPANY/MN ($10.1M), UBS Group AG ($9.9M), LPL Financial LLC ($7.3M), BANK OF AMERICA CORP /DE/ ($5.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $21.4M | 866,562 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $10.1M | 407,726 | Trimmed |
| 3 | UBS Group AG | $9.9M | 401,865 | Trimmed |
| 4 | LPL Financial LLC | $7.3M | 293,218 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $5.0M | 200,646 | Trimmed |
| 6 | Royal Bank of Canada | $3.8M | 152,062 | Trimmed |
| 7 | OPPENHEIMER & CO INC | $3.7M | 151,208 | Trimmed |
| 8 | STIFEL FINANCIAL CORP | $2.8M | 114,464 | Trimmed |
| 9 | Independent Advisor Alliance | $2.5M | 102,711 | New |
| 10 | TRUIST FINANCIAL CORP | $2.3M | 91,870 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 72,243 | Added |
| 12 | Forty-three Eighteen Advisors, LLC | $1.5M | 62,638 | New |
| 13 | Perkins Coie Trust Co | $1.5M | 62,160 | Hold |
| 14 | Nilsine Partners, LLC | $1.3M | 50,387 | Added |
| 15 | Ledyard National Bank | $1.3M | 50,847 | Trimmed |
| 16 | BENJAMIN EDWARDS INC | $1.2M | 47,312 | Trimmed |
| 17 | CASTLEARK MANAGEMENT LLC | $975,053 | 39,412 | Added |
| 18 | OLD MISSION CAPITAL LLC | $935,518 | 37,814 | New |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $864,395 | 34,939 | New |
| 20 | OSAIC HOLDINGS, INC. | $861,032 | 34,800 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $844,210 | 34,123 | Added |
| 22 | Capital Investment Advisors, LLC | $759,802 | 30,711 | Added |
| 23 | JANE STREET GROUP, LLC | $609,816 | 24,649 | Trimmed |
| 24 | PFG Investments, LLC | $606,517 | 24,516 | Added |
| 25 | Amundi | $591,385 | 23,904 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31