Who Owns FIRST TR EXCHANGE-TRADED FD (FXD)? -- Institutional Holders (2026-06-30)

48 institutions reported holding $22.3M of FIRST TR EXCHANGE-TRADED FD (FXD) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUIST FINANCIAL CORP ($3.3M), Paragon Private Wealth Management, LLC ($2.3M), TradeWell Securities, LLC. ($2.2M), COTTONWOOD CAPITAL ADVISORS, LLC ($1.5M), Cambridge Investment Research Advisors, Inc. ($1.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1TRUIST FINANCIAL CORP$3.3M47,025Trimmed
2Paragon Private Wealth Management, LLC$2.3M33,377Trimmed
3TradeWell Securities, LLC.$2.2M32,487Added
4COTTONWOOD CAPITAL ADVISORS, LLC$1.5M21,987Trimmed
5Cambridge Investment Research Advisors, Inc.$1.5M21,178Added
6ENVESTNET ASSET MANAGEMENT INC$1.4M20,666Trimmed
7Kestra Advisory Services, LLC$1.2M17,179Trimmed
8COMMONWEALTH EQUITY SERVICES, LLC$1.2M17,178Trimmed
9STEPHENS INC /AR/$968,19713,998Hold
10CITIGROUP INC$815,33811,788Trimmed
11Farther Finance Advisors, LLC$762,56411,025Trimmed
12Private Advisor Group, LLC$642,3829,287Trimmed
13MTM Investment Management, LLC$582,5238,422Hold
14Sequoia Financial Advisors, LLC$558,3848,073Hold
15Elser Financial Planning, Inc$553,3348,000Hold
16NAVELLIER & ASSOCIATES INC$497,3097,190Trimmed
17RPg Family Wealth Advisory, LLC$410,2285,931Added
18Morey & Quinn Wealth Partners, LLC$347,7715,028Hold
19Hilton Head Capital Partners, LLC$329,3724,762Trimmed
20Ballew Advisors, Inc$253,0003,632Hold
21INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$214,7713,112Hold
22Founders Financial Alliance, LLC$203,0792,936Added
23IFP Advisors, Inc$100,4991,453Trimmed
24CoreCap Advisors, LLC$91,2311,319Trimmed
25REAP Financial Group, LLC$56,811821Trimmed

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