Who Owns FIRST TR EXCHANGE (FGD)? -- Institutional Holders (2026-06-30)

225 institutions reported holding $894.6M of FIRST TR EXCHANGE (FGD) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($176.8M), WELLS FARGO & COMPANY/MN ($123.9M), MORGAN STANLEY ($58.5M), UBS Group AG ($46.0M), BANK OF AMERICA CORP /DE/ ($45.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$176.8M5.5MAdded
2WELLS FARGO & COMPANY/MN$123.9M3.9MAdded
3MORGAN STANLEY$58.5M1.8MAdded
4UBS Group AG$46.0M1.4MAdded
5BANK OF AMERICA CORP /DE/$45.1M1.4MAdded
6RAYMOND JAMES FINANCIAL INC$39.3M1.2MAdded
7FUKOKU MUTUAL LIFE INSURANCE Co$34.0M1.1MHold
8AMERIPRISE FINANCIAL INC$24.2M758,558Trimmed
9AE Wealth Management LLC$19.9M622,667Trimmed
10PARK NATIONAL CORP /OH/$18.7M583,714Added
11Royal Bank of Canada$17.9M560,500Added
12COMMONWEALTH EQUITY SERVICES, LLC$17.0M530,712Added
13Janney Montgomery Scott LLC$17.0M529,883Added
14Cetera Investment Advisers$16.6M518,397Added
15ENVESTNET ASSET MANAGEMENT INC$14.9M465,842Added
16Focus Financial Network, Inc.$12.5M389,682New
17JONES FINANCIAL COMPANIES LLLP$9.3M288,074Added
18Stonebridge Financial Planning Group, LLC$7.9M245,523Added
19PNC Financial Services Group, Inc.$7.8M245,046Added
20STIFEL FINANCIAL CORP$6.5M203,506Added
21IMG Wealth Management, Inc.$6.3M196,254Added
22OSAIC HOLDINGS, INC.$5.8M180,235Added
23Oxford Wealth Group, LLC$5.4M169,056Added
24ForthRight Wealth Management, LLC$5.3M165,594Trimmed
25Triad Wealth Partners, LLC$4.2M122,204New

Source: SEC Form 13F filings · as of 2026-06-30