Who Owns FIRST TR ETF FD VII ETF (FIXD)? -- Institutional Holders (2026-06-30)

345 institutions reported holding $2.57B of FIRST TR ETF FD VII ETF (FIXD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($404.3M), LPL Financial LLC ($315.8M), WELLS FARGO & COMPANY/MN ($207.4M), ENVESTNET ASSET MANAGEMENT INC ($101.1M), RAYMOND JAMES FINANCIAL INC ($94.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$404.3M9.3MAdded
2LPL Financial LLC$315.8M7.2MTrimmed
3WELLS FARGO & COMPANY/MN$207.4M4.8MTrimmed
4ENVESTNET ASSET MANAGEMENT INC$101.1M2.3MAdded
5RAYMOND JAMES FINANCIAL INC$94.6M2.2MTrimmed
6AMERIPRISE FINANCIAL INC$74.6M1.7MTrimmed
7HighTower Advisors, LLC$70.1M1.6MTrimmed
8UBS Group AG$66.8M1.5MTrimmed
9Royal Bank of Canada$66.3M1.5MTrimmed
10TRUIST FINANCIAL CORP$54.1M1.2MAdded
11NewEdge Advisors, LLC$46.8M1.1MAdded
12BANK OF AMERICA CORP /DE/$41.2M943,810Added
13Cetera Investment Advisers$41.0M940,552Trimmed
14Geneos Wealth Management Inc.$38.7M887,302Added
15&PARTNERS$35.4M819,967Added
16OSAIC HOLDINGS, INC.$35.2M807,975Added
17GDS Wealth Management$34.2M783,681Added
18Arax Advisory Partners$31.5M723,246Added
19Cambridge Investment Research Advisors, Inc.$29.4M673,233Trimmed
20Great Lakes Retirement, Inc.$28.6M654,829Added
21PARK NATIONAL CORP /OH/$27.5M630,782Added
22Thrivent Financial for Lutherans$26.6M609,036Trimmed
23Baird Financial Group, Inc.$26.3M602,672Added
24Prospera Financial Services Inc$23.0M526,865Trimmed
25STIFEL FINANCIAL CORP$22.4M514,423Trimmed

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