Who Owns FIRST TR EXCHANGE-TRADED FD (FXN)? -- Institutional Holders (2026-06-30)
158 institutions reported holding $244.7M of FIRST TR EXCHANGE-TRADED FD (FXN) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($31.8M), WELLS FARGO & COMPANY/MN ($30.0M), LPL Financial LLC ($23.8M), RAYMOND JAMES FINANCIAL INC ($16.7M), Qube Research & Technologies Ltd ($12.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $31.8M | 1.6M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $30.0M | 1.5M | Trimmed |
| 3 | LPL Financial LLC | $23.8M | 1.2M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $16.7M | 823,638 | Added |
| 5 | Qube Research & Technologies Ltd | $12.1M | 599,541 | Added |
| 6 | Summit Financial, LLC | $10.5M | 519,974 | Added |
| 7 | Royal Bank of Canada | $10.4M | 515,806 | Added |
| 8 | UBS Group AG | $6.6M | 327,243 | Trimmed |
| 9 | Virtue Capital Management, LLC | $6.1M | 302,856 | Trimmed |
| 10 | BENJAMIN EDWARDS INC | $5.4M | 267,084 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $5.0M | 244,890 | Trimmed |
| 12 | TWO SIGMA INVESTMENTS, LP | $4.9M | 244,642 | Added |
| 13 | D. E. Shaw & Co., Inc. | $4.4M | 219,719 | New |
| 14 | Tower Research Capital LLC (TRC) | $4.4M | 219,004 | Added |
| 15 | GOLDMAN SACHS GROUP INC | $4.1M | 201,144 | Added |
| 16 | GREENUP STREET WEALTH MANAGEMENT LLC | $3.9M | 190,700 | New |
| 17 | Independent Advisor Alliance | $3.8M | 188,500 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $3.1M | 150,980 | Trimmed |
| 19 | GTS SECURITIES LLC | $3.0M | 150,193 | New |
| 20 | Crumly & Associates Inc. | $2.8M | 140,849 | Trimmed |
| 21 | Equitable Holdings, Inc. | $2.8M | 138,613 | Added |
| 22 | STIFEL FINANCIAL CORP | $2.7M | 133,964 | Trimmed |
| 23 | NewEdge Advisors, LLC | $2.4M | 120,431 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $2.4M | 118,684 | Added |
| 25 | Cetera Investment Advisers | $2.3M | 115,604 | Added |
Source: SEC Form 13F filings · as of 2026-06-30