Who Owns FIRST TR EXCHANGE-TRADED FD (FBT)? -- Institutional Holders (2026-03-31)
329 institutions reported holding $1.64B of FIRST TR EXCHANGE-TRADED FD (FBT) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIRST TRUST ADVISORS LP ($705.9M), MORGAN STANLEY ($107.3M), WELLS FARGO & COMPANY/MN ($85.6M), LPL Financial LLC ($59.4M), UBS Group AG ($41.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $705.9M | 3.5M | Added |
| 2 | MORGAN STANLEY | $107.3M | 534,200 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $85.6M | 426,213 | Added |
| 4 | LPL Financial LLC | $59.4M | 295,687 | Added |
| 5 | UBS Group AG | $41.2M | 205,366 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $40.7M | 202,877 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $40.4M | 200,959 | Added |
| 8 | Royal Bank of Canada | $40.2M | 199,981 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $25.5M | 126,996 | Added |
| 10 | Berger Financial Group, Inc | $21.0M | 104,402 | Trimmed |
| 11 | Nilsine Partners, LLC | $19.4M | 95,083 | Added |
| 12 | &PARTNERS | $15.7M | 78,413 | Added |
| 13 | 360 Financial, Inc. | $15.7M | 78,213 | Added |
| 14 | Advisory Services Network, LLC | $15.1M | 75,428 | New |
| 15 | WCG Wealth Advisors LLC | $14.9M | 74,342 | New |
| 16 | AMERIPRISE FINANCIAL INC | $13.9M | 69,393 | Added |
| 17 | STIFEL FINANCIAL CORP | $13.9M | 68,981 | Added |
| 18 | Cetera Investment Advisers | $13.3M | 66,297 | Added |
| 19 | Janney Montgomery Scott LLC | $13.1M | 65,265 | Trimmed |
| 20 | BENJAMIN EDWARDS INC | $11.7M | 58,201 | Added |
| 21 | ASSETMARK, INC | $11.1M | 55,217 | Added |
| 22 | TRUIST FINANCIAL CORP | $10.9M | 54,147 | Trimmed |
| 23 | D.A. DAVIDSON & CO. | $10.6M | 53,019 | Added |
| 24 | OSAIC HOLDINGS, INC. | $10.6M | 52,725 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $10.5M | 52,054 | Added |
Source: SEC Form 13F filings · as of 2026-03-31