Who Owns FIRST TR EXCHANGE-TRADED FD (FDD)? -- Institutional Holders (2026-03-31)

143 institutions reported holding $464.2M of FIRST TR EXCHANGE-TRADED FD (FDD) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($64.8M), WELLS FARGO & COMPANY/MN ($42.9M), MANCHESTER FINANCIAL INC ($35.0M), RAYMOND JAMES FINANCIAL INC ($30.6M), UBS Group AG ($26.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$64.8M3.6MAdded
2WELLS FARGO & COMPANY/MN$42.9M2.4MAdded
3MANCHESTER FINANCIAL INC$35.0M2.0MAdded
4RAYMOND JAMES FINANCIAL INC$30.6M1.7MAdded
5UBS Group AG$26.2M1.5MAdded
6LPL Financial LLC$25.2M1.4MAdded
7AMERIPRISE FINANCIAL INC$23.9M1.3MAdded
8ODonnell Financial Services, LLC$15.9M893,463Added
9OSAIC HOLDINGS, INC.$14.3M801,946Trimmed
10BANK OF AMERICA CORP /DE/$11.9M669,210Added
11Intellectus Partners, LLC$9.8M553,018Trimmed
12Prospera Financial Services Inc$9.8M552,730Added
13Janney Montgomery Scott LLC$7.0M391,380Trimmed
14ENVESTNET ASSET MANAGEMENT INC$6.6M372,123Added
15IFP Advisors, Inc$6.6M368,685Added
16JANE STREET GROUP, LLC$6.2M347,893Added
17Owen LaRue, LLC$4.4M247,248Added
18JONES FINANCIAL COMPANIES LLLP$4.2M246,647Added
19Allie Family Office LLC$4.0M226,903Added
20Warner Group LLC$4.0M225,128Trimmed
21HARBOUR INVESTMENTS, INC.$4.0M223,462Added
22Atria Investments, Inc$4.0M222,095Trimmed
23Sanctuary Advisors, LLC$3.9M216,836Trimmed
24Equitable Holdings, Inc.$3.8M218,099Trimmed
25FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$3.8M214,069Trimmed

Source: SEC Form 13F filings · as of 2026-03-31