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

472 institutions reported holding $4.79B of FIRST TR EXCHANGE-TRADED FD (LMBS) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($764.7M), LPL Financial LLC ($614.5M), WELLS FARGO & COMPANY/MN ($288.0M), UBS Group AG ($235.9M), RAYMOND JAMES FINANCIAL INC ($204.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$764.7M15.4MAdded
2LPL Financial LLC$614.5M12.3MAdded
3WELLS FARGO & COMPANY/MN$288.0M5.8MAdded
4UBS Group AG$235.9M4.7MAdded
5RAYMOND JAMES FINANCIAL INC$204.5M4.1MAdded
6Royal Bank of Canada$161.5M3.2MAdded
7Cetera Investment Advisers$127.1M2.6MAdded
8BANK OF AMERICA CORP /DE/$99.7M2.0MAdded
9HighTower Advisors, LLC$93.2M1.9MAdded
10FIRST TRUST ADVISORS LP$75.8M1.5MAdded
11COMMONWEALTH EQUITY SERVICES, LLC$72.7M1.5MAdded
12Concurrent Investment Advisors, LLC$71.0M1.4MAdded
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$60.9M1.2MAdded
14Berger Financial Group, Inc$56.2M1.1MAdded
15Clearwater Capital Advisors, LLC$45.3M909,130Added
16Harvest Investment Services, LLC$44.6M895,651Added
17ENVESTNET ASSET MANAGEMENT INC$43.9M882,346Added
18Csenge Advisory Group$41.5M833,477Added
19Cambridge Investment Research Advisors, Inc.$36.9M740,868Added
20HARBOUR INVESTMENTS, INC.$36.4M730,620Added
21STIFEL FINANCIAL CORP$35.2M706,891Trimmed
22OSAIC HOLDINGS, INC.$34.5M692,483Added
23ASSETMARK, INC$32.7M657,287Added
24JONES FINANCIAL COMPANIES LLLP$31.9M643,464Added
25Aaron Wealth Advisors LLC$30.4M610,228Added

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