257 institutions reported holding $441.8M of FIRST TR EXCHANGE-TRADED FD (FXH) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($90.0M), BANK OF AMERICA CORP /DE/ ($32.7M), LPL Financial LLC ($30.9M), RAYMOND JAMES FINANCIAL INC ($30.8M), WELLS FARGO & COMPANY/MN ($29.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $90.0M | 819,837 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $32.7M | 297,498 | Trimmed |
| 3 | LPL Financial LLC | $30.9M | 281,852 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $30.8M | 280,415 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $29.4M | 267,805 | Trimmed |
| 6 | Rockport Wealth LLC | $15.9M | 144,727 | Trimmed |
| 7 | UBS Group AG | $12.9M | 117,690 | Trimmed |
| 8 | GOLDMAN SACHS GROUP INC | $11.7M | 106,828 | Trimmed |
| 9 | Royal Bank of Canada | $8.6M | 78,075 | Added |
| 10 | PERRYMAN FINANCIAL ADVISORY INC /AD | $8.0M | 72,811 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.6M | 69,164 | Trimmed |
| 12 | Janney Montgomery Scott LLC | $7.1M | 64,990 | Trimmed |
| 13 | Cetera Investment Advisers | $6.8M | 62,310 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 58,880 | Trimmed |
| 15 | PGIM Custom Harvest LLC | $6.0M | 54,342 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $5.4M | 49,347 | Trimmed |
| 17 | HighTower Advisors, LLC | $5.0M | 45,529 | Added |
| 18 | OSAIC HOLDINGS, INC. | $4.3M | 39,435 | Trimmed |
| 19 | Paller Financial Services Inc | $4.1M | 37,105 | Trimmed |
| 20 | AMERIPRISE FINANCIAL INC | $3.8M | 34,993 | Trimmed |
| 21 | KINGSWOOD WEALTH ADVISORS, LLC | $3.5M | 32,164 | Added |
| 22 | Baird Financial Group, Inc. | $3.5M | 32,128 | Trimmed |
| 23 | Waverly Advisors, LLC | $3.2M | 28,836 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $3.1M | 28,346 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 24,339 | Added |
Source: SEC Form 13F filings · as of 2026-03-31