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

124 institutions reported holding $147.4M of FIRST TR EXCHANGE-TRADED FD (FXD) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($32.3M), WELLS FARGO & COMPANY/MN ($25.4M), RAYMOND JAMES FINANCIAL INC ($10.7M), LPL Financial LLC ($8.9M), BANK OF AMERICA CORP /DE/ ($8.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$32.3M504,577Added
2WELLS FARGO & COMPANY/MN$25.4M397,474Trimmed
3RAYMOND JAMES FINANCIAL INC$10.7M167,865Trimmed
4LPL Financial LLC$8.9M138,851Trimmed
5BANK OF AMERICA CORP /DE/$8.1M125,875Trimmed
6Janney Montgomery Scott LLC$5.3M82,959Trimmed
7STIFEL FINANCIAL CORP$5.1M80,095Trimmed
8GOLDMAN SACHS GROUP INC$3.5M55,359Added
9TRUIST FINANCIAL CORP$3.0M47,391Trimmed
10UBS Group AG$2.6M40,632Trimmed
11Royal Bank of Canada$2.3M35,331Added
12Paragon Private Wealth Management, LLC$2.2M34,569Trimmed
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.0M30,768Trimmed
14TradeWell Securities, LLC.$1.9M30,014Added
15CITADEL ADVISORS LLC$1.7M25,931Added
16AMERIPRISE FINANCIAL INC$1.7M25,837Added
17COTTONWOOD CAPITAL ADVISORS, LLC$1.4M22,055Hold
18ENVESTNET ASSET MANAGEMENT INC$1.4M21,131Trimmed
19NAVELLIER & ASSOCIATES INC$1.3M20,681New
20Cetera Investment Advisers$1.3M19,980Trimmed
21CITIGROUP INC$1.3M19,753Added
22Kestra Advisory Services, LLC$1.2M19,034Added
23COMMONWEALTH EQUITY SERVICES, LLC$1.2M18,177Trimmed
24OSAIC HOLDINGS, INC.$1.1M17,255Trimmed
25Schrum Private Wealth Management LLC$909,50014,206Hold

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