Who Owns FIRST TR EXCHANGE-TRADED FD (FXN)? -- Institutional Holders (2026-03-31)
153 institutions reported holding $1.02B of FIRST TR EXCHANGE-TRADED FD (FXN) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIRST TRUST ADVISORS LP ($672.4M), MORGAN STANLEY ($63.8M), WELLS FARGO & COMPANY/MN ($36.0M), LPL Financial LLC ($32.1M), Nilsine Partners, LLC ($20.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $672.4M | 29.9M | New |
| 2 | MORGAN STANLEY | $63.8M | 2.8M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $36.0M | 1.6M | Added |
| 4 | LPL Financial LLC | $32.1M | 1.4M | Added |
| 5 | Nilsine Partners, LLC | $20.2M | 939,896 | New |
| 6 | Advisory Services Network, LLC | $14.8M | 660,279 | New |
| 7 | &PARTNERS | $14.6M | 649,026 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $14.4M | 640,121 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $12.7M | 564,138 | Added |
| 10 | UBS Group AG | $12.7M | 563,276 | Added |
| 11 | NewEdge Advisors, LLC | $10.2M | 241,040 | Added |
| 12 | Virtue Capital Management, LLC | $8.1M | 357,491 | New |
| 13 | Cambridge Investment Research Advisors, Inc. | $7.9M | 350,990 | Added |
| 14 | Royal Bank of Canada | $7.3M | 325,290 | Added |
| 15 | Independent Advisor Alliance | $6.4M | 285,046 | Added |
| 16 | D.A. DAVIDSON & CO. | $5.6M | 251,057 | Added |
| 17 | Quadrature Capital Ltd | $5.0M | 223,025 | New |
| 18 | STIFEL FINANCIAL CORP | $4.4M | 194,113 | Added |
| 19 | Crumly & Associates Inc. | $4.3M | 193,220 | Hold |
| 20 | Summit Financial, LLC | $3.5M | 156,009 | Trimmed |
| 21 | Baird Financial Group, Inc. | $3.5M | 154,367 | New |
| 22 | HighTower Advisors, LLC | $2.6M | 113,913 | Trimmed |
| 23 | Cetera Investment Advisers | $2.5M | 112,966 | Added |
| 24 | Rockefeller Capital Management L.P. | $2.5M | 111,291 | Added |
| 25 | CITADEL ADVISORS LLC | $2.5M | 110,027 | Added |
Source: SEC Form 13F filings · as of 2026-03-31